Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GLO — Clough Global Opportunities Fund
CIK 1694883
Westborough, MA
Position in GLO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$613,836
+$500,133 QoQ
Shares Held
110,204
+448.6% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GLO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Patriot Financial Group Insurance Agency, LLC holds $19,179,242 across 31 Asset Management names. GLO ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
739,204 | $3,769,940 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
177,214 | $2,943,524 | |
| 3 | BLK |
BlackRock, Inc.
|
2,248 | $2,161,924 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,008 | $892,355 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
51,232 | $823,298 | |
| 6 | BX |
Blackstone Inc.
|
6,572 | $755,714 | |
| 7 | GLO |
Clough Global Opportunities Fund
This page
|
110,204 | $613,836 | |
| 8 | CEE |
Central & Eastern Europe Fund, Inc.
|
31,768 | $581,354 |
All Filings in GLO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $613,836 | 110,204 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $113,703 | 20,089 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $114,507 | 20,089 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $109,083 | 20,089 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $98,235 | 20,089 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $102,855 | 20,089 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $109,485 | 20,089 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $108,078 | 20,089 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $102,052 | 20,089 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $94,418 | 20,089 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $94,531 | 21,339 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $106,908 | 21,339 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $93,755 | 19,173 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $56,804 | 11,204 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $60,299 | 8,204 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $77,199 | 8,204 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $57,498 | 5,404 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $72,933 | 5,988 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $72,454 | 5,988 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $47,652 | 3,890 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||