BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in GLO — Clough Global Opportunities Fund
CIK 1352860
BLUE BELL, PA
Position in GLO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,447,163
+$68,099 QoQ
Shares Held
259,814
+6.6% QoQ
Ownership
0.608%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 94.16233983672872.ToString("F0")%
Shared 0.ToString("F0")%
None 5.837660163271276.ToString("F0")%
Common Shares in GLO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $223,168,797 across 144 Asset Management names. GLO ranks #30 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAM |
General American Investors Co Inc
|
817,542 | $47,801,680 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
894,195 | $19,573,928 | |
| 3 | CET |
Central Securities Corp
|
349,922 | $17,377,126 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
430,043 | $13,585,058 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
653,774 | $10,852,648 | |
| 6 | ASA |
ASA Gold & Precious Metals Ltd
|
144,765 | $8,979,772 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
631,683 | $7,144,334 | |
| 8 | STEW |
SRH Total Return Fund, Inc.
|
350,678 | $5,996,593 |
All Filings in GLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||