BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in GLO — Clough Global Opportunities Fund
CIK 1352860
BLUE BELL, PA
Position in GLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,827,682
+$380,519 QoQ
Shares Held
298,641
+14.9% QoQ
Ownership
0.698%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#15
of 67 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in GLO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $264,882,274 across 148 Asset Management names. GLO ranks #33 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAM |
General American Investors Co Inc
|
825,486 | $52,624,732 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
846,398 | $21,625,468 | |
| 3 | CET |
Central Securities Corp
|
385,055 | $20,196,134 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
429,902 | $14,797,226 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
674,729 | $12,462,244 | |
| 6 | RMT |
Royce Micro-Cap Trust, Inc.
|
659,921 | $9,661,243 | |
| 7 | ASA |
ASA Gold & Precious Metals Ltd
|
144,568 | $7,523,318 | |
| 8 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
433,728 | $7,173,861 |
All Filings in GLO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,682 | 298,641 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,447,163 | 259,814 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,379,064 | 243,651 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,264,322 | 221,811 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $743,850 | 136,989 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $633,225 | 129,494 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $597,447 | 116,689 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $481,692 | 88,384 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $214,581 | 39,885 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $115,016 | 22,641 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $94,615 | 20,131 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $65,258 | 14,731 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $66,132 | 13,200 | Shares | Sole | 2023-08-08 | |
| 2021-06-30 | $57,777 | 4,775 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $61,493 | 5,535 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $205,517 | 22,004 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $91,524 | 10,508 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $126,887 | 17,697 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||