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This page summarizes the GLOB holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether GLOB is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing GLOB Share Count |
|---|
| Allworth Financial LP |
10 |
19 |
+9 |
+90.00% |
| Impax Asset Management Group plc |
2,816 |
4,483 |
+1,667 |
+59.20% |
| Harbour Capital Advisors LLC |
975 |
1,525 |
+550 |
+56.41% |
| Van ECK Associates Corp |
162 |
245 |
+83 |
+51.23% |
| Manning & Napier Group LLC |
47,450 |
67,213 |
+19,763 |
+41.65% |
| Wealth Enhancement Advisory Services LLC |
1,573 |
2,169 |
+596 |
+37.89% |
| Raymond James & Associates |
46,979 |
64,533 |
+17,554 |
+37.37% |
| Verdence Capital Advisors LLC |
3,148 |
4,281 |
+1,133 |
+35.99% |
| Trust Point Inc. |
7,317 |
9,650 |
+2,333 |
+31.88% |
| Private Advisor Group LLC |
1,284 |
1,612 |
+328 |
+25.55% |
| Rise Advisors LLC |
15 |
17 |
+2 |
+13.33% |
| Park Avenue Securities LLC |
6,888 |
7,612 |
+724 |
+10.51% |
| CWM LLC |
572 |
629 |
+57 |
+9.97% |
| Shaker Investments LLC OH |
15,810 |
17,031 |
+1,221 |
+7.72% |
| Fifth Third Bancorp |
713 |
767 |
+54 |
+7.57% |
| Global Retirement Partners LLC |
70 |
75 |
+5 |
+7.14% |
| Wasatch Advisors Inc. |
3,123,715 |
3,336,764 |
+213,049 |
+6.82% |
| Valley National Advisers Inc. |
15 |
16 |
+1 |
+6.67% |
| Yousif Capital Management LLC |
1,068 |
1,120 |
+52 |
+4.87% |
| Benjamin Edwards Inc. |
1,003 |
1,043 |
+40 |
+3.99% |
| Benjamin F. Edwards & Company Inc. |
2,059 |
2,140 |
+81 |
+3.93% |
| Matthews International Capital Management LLC |
8,614 |
8,859 |
+245 |
+2.84% |
| HighMark Wealth Management LLC |
547 |
555 |
+8 |
+1.46% |
| Venturi Wealth Management LLC |
87 |
88 |
+1 |
+1.15% |
| Equitable Trust Co. |
4,466 |
4,500 |
+34 |
+0.76% |
| 13F Filers Reporting New Positions In GLOB |
|---|
| Arcadia Investment Management Corp MI |
0 |
49 |
+49 |
+100% |
| Riverview Trust Co |
0 |
99 |
+99 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
392 |
+392 |
+100% |
| MCF Advisors LLC |
0 |
13 |
+13 |
+100% |
| First PREMIER Bank |
0 |
17 |
+17 |
+100% |
| 17 Capital Partners LLC |
0 |
3,400 |
+3,400 |
+100% |
| Maryland State Retirement & Pension System |
0 |
3,125 |
+3,125 |
+100% |
| Border to Coast Pensions Partnership Ltd |
0 |
55,305 |
+55,305 |
+100% |
| Norden Group LLC |
0 |
3,262 |
+3,262 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
11 |
11 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
3 |
3 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
100 |
100 |
UNCH |
0.00% |
| Private Trust Co. NA |
30 |
30 |
UNCH |
0.00% |
| Yorktown Management & Research Co Inc |
2,100 |
2,100 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
17 |
17 |
UNCH |
0.00% |
| State of Alaska Department of Revenue |
3,788 |
3,788 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
21 |
21 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
12 |
12 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
5 |
5 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1 |
1 |
UNCH |
0.00% |
| West Branch Capital LLC |
35 |
35 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
2,078 |
2,078 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
41 |
41 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
77 |
77 |
UNCH |
0.00% |
| Spire Wealth Management |
34 |
34 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
6 |
6 |
UNCH |
0.00% |
| Park Place Capital Corp |
511 |
511 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
22 |
22 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
13 |
13 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
20 |
20 |
UNCH |
0.00% |
| Naples Money Management LLC |
9 |
9 |
UNCH |
0.00% |
| 13F Filers Decreasing GLOB Share Count |
|---|
| Zurcher Kantonalbank Zurich Cantonalbank |
690 |
2 |
-688 |
-99.71% |
| Jamison Private Wealth Management Inc. |
138 |
14 |
-124 |
-89.86% |
| Principal Financial Group Inc. |
82,156 |
13,938 |
-68,218 |
-83.03% |
| DekaBank Deutsche Girozentrale |
45,190 |
9,900 |
-35,290 |
-78.09% |
| Amalgamated Bank |
9,022 |
2,711 |
-6,311 |
-69.95% |
| AdvisorNet Financial Inc |
10 |
5 |
-5 |
-50.00% |
| SYSTM Wealth Solutions LLC |
2,457 |
1,309 |
-1,148 |
-46.72% |
| Tower View Investment Management & Research LLC |
21 |
15 |
-6 |
-28.57% |
| Paradiem LLC |
3,150 |
2,640 |
-510 |
-16.19% |
| Natixis Advisors L.P. |
15,473 |
13,087 |
-2,386 |
-15.42% |
| Moody National Bank Trust Division |
9,100 |
8,037 |
-1,063 |
-11.68% |
| Bell Bank |
8,615 |
7,721 |
-894 |
-10.38% |
| Robeco Institutional Asset Management B.V. |
1,800 |
1,650 |
-150 |
-8.33% |
| Perpetual Ltd |
1,184,774 |
1,092,017 |
-92,757 |
-7.83% |
| OLD National Bancorp IN |
1,628 |
1,510 |
-118 |
-7.25% |
| WCM Investment Management LLC |
346,491 |
324,108 |
-22,383 |
-6.46% |
| NBC Securities Inc. |
4,869 |
4,582 |
-287 |
-5.89% |
| NorthCrest Asset Manangement LLC |
2,800 |
2,640 |
-160 |
-5.71% |
| First Horizon Advisors Inc. |
319 |
302 |
-17 |
-5.33% |
| Regions Financial Corp |
1,775 |
1,689 |
-86 |
-4.85% |
| Congress Wealth Management LLC DE |
1,891 |
1,818 |
-73 |
-3.86% |
| GAMMA Investing LLC |
288 |
278 |
-10 |
-3.47% |
| Sara Bay Financial |
44,361 |
42,915 |
-1,446 |
-3.26% |
| Riverbridge Partners LLC |
1,388,491 |
1,348,777 |
-39,714 |
-2.86% |
| California Public Employees Retirement System |
73,375 |
71,953 |
-1,422 |
-1.94% |
| Bank of New York Mellon Corp |
311,335 |
308,223 |
-3,112 |
-1.00% |
| Commonwealth Equity Services LLC |
5,904 |
5,854 |
-50 |
-0.85% |
| Integrated Investment Consultants LLC |
1,606 |
1,597 |
-9 |
-0.56% |
| Hengehold Capital Management LLC |
1,163 |
1,158 |
-5 |
-0.43% |
| Allspring Global Investments Holdings LLC |
705,090 |
703,253 |
-1,837 |
-0.26% |
| 13F Filers Exiting GLOB |
|---|
| Turtle Creek Wealth Advisors LLC |
23 |
0 |
-23 |
-100.00% |
| Veriti Management LLC |
982 |
0 |
-982 |
-100.00% |
| International Assets Investment Management LLC |
19,276 |
0 |
-19,276 |
-100.00% |
| Concord Wealth Partners |
5 |
0 |
-5 |
-100.00% |
| Cary Street Partners Investment Advisory LLC |
901 |
0 |
-901 |
-100.00% |
| Carlson Capital Management |
860 |
0 |
-860 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
852 |
0 |
-852 |
-100.00% |
| Massmutual Trust Co. FSB ADV |
39 |
0 |
-39 |
-100.00% |
| Capital Advisors Inc. OK |
911 |
0 |
-911 |
-100.00% |
See Summary: Institutional Holders of GLOB
See Details: Top 10 Hedge Funds Holding GLOB
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