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GOF Holdings Changes image
This page summarizes the GOF holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether GOF 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing GOF Share Count
Elequin Capital LP 1,800 60,645 +58,845 +3269.17%
Kestra Advisory Services LLC 14,634 33,035 +18,401 +125.74%
Royal Bank of Canada 383,684 708,107 +324,423 +84.55%
Cohen & Steers Inc. 399,940 724,940 +325,000 +81.26%
Cetera Investment Advisers 91,281 153,392 +62,111 +68.04%
Baird Financial Group Inc. 195,193 317,836 +122,643 +62.83%
D.A. Davidson & CO. 95,372 153,423 +58,051 +60.87%
DAVENPORT & Co LLC 33,274 49,726 +16,452 +49.44%
Morgan Stanley 4,382,339 6,307,789 +1,925,450 +43.94%
Tennessee Valley Asset Management Partners 41,766 59,313 +17,547 +42.01%
Cetera Advisor Networks LLC 126,068 176,317 +50,249 +39.86%
AE Wealth Management LLC 155,455 216,550 +61,095 +39.30%
Prime Capital Investment Advisors LLC 868,521 1,172,856 +304,335 +35.04%
Cambridge Investment Research Advisors Inc. 253,324 333,692 +80,368 +31.73%
Wedbush Securities Inc. 114,198 148,658 +34,460 +30.18%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 209,053 264,967 +55,914 +26.75%
Comerica Bank 10,498 13,126 +2,628 +25.03%
Capital Market Strategies LLC 28,563 34,242 +5,679 +19.88%
Change Path LLC 381,284 440,010 +58,726 +15.40%
Dynamic Advisor Solutions LLC 55,204 63,557 +8,353 +15.13%
Richmond Brothers Inc. 260,700 297,281 +36,581 +14.03%
CoreCap Advisors LLC 30,787 35,070 +4,283 +13.91%
Captrust Financial Advisors 137,187 155,099 +17,912 +13.06%
Petra Financial Advisors Inc. 220,704 247,390 +26,686 +12.09%
Mercer Global Advisors Inc. ADV 55,929 61,081 +5,152 +9.21%
Global Retirement Partners LLC 3,523 3,836 +313 +8.88%
LPL Financial LLC 965,960 1,051,079 +85,119 +8.81%
Rockefeller Capital Management L.P. 30,364 32,809 +2,445 +8.05%
Patriot Financial Group Insurance Agency LLC 30,079 32,413 +2,334 +7.76%
Bank of America Corp DE 279,427 300,069 +20,642 +7.39%
Atria Wealth Solutions Inc. 362,388 388,282 +25,894 +7.15%
Verus Capital Partners LLC 407,473 427,858 +20,385 +5.00%
Retirement Planning Group 19,640 20,620 +980 +4.99%
Steward Partners Investment Advisory LLC 73,311 76,863 +3,552 +4.85%
MML Investors Services LLC 84,256 88,138 +3,882 +4.61%
Raymond James & Associates 117,831 123,189 +5,358 +4.55%
Commonwealth Equity Services LLC 406,110 423,768 +17,658 +4.35%
WFA Asset Management Corp 1,562 1,627 +65 +4.16%
Thrivent Financial for Lutherans 63,477 65,921 +2,444 +3.85%
Wealthcare Advisory Partners LLC 114,349 117,851 +3,502 +3.06%
Quad Cities Investment Group LLC 24,610 25,324 +714 +2.90%
Capital Wealth Alliance LLC 15,967 16,405 +438 +2.74%
Main Street Financial Solutions LLC 15,012 15,415 +403 +2.68%
Mosaic Family Wealth Partners LLC 177,183 181,885 +4,702 +2.65%
JB Capital LLC 23,796 24,201 +405 +1.70%
Founders Financial Alliance LLC 64,665 65,579 +914 +1.41%
Equitable Holdings Inc. 45,452 46,051 +599 +1.32%
Merit Financial Group LLC 23,836 24,047 +211 +0.89%
Integrated Wealth Concepts LLC 139,682 140,819 +1,137 +0.81%
The PNC Financial Services Group Inc. 16,567 16,682 +115 +0.69%
David J Yvars Group 57,186 57,371 +185 +0.32%
HighTower Advisors LLC 15,316 15,337 +21 +0.14%
13F Filers Reporting New Positions In GOF
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 85,307 +85,307 +100%
Jefferies Financial Group Inc. 0 42,610 +42,610 +100%
Stifel Financial Corp 0 12,439 +12,439 +100%
Focus Financial Network Inc. ADV 0 96,114 +96,114 +100%
Nomura Holdings Inc. 0 16,325 +16,325 +100%
Wolverine Asset Management LLC 0 45,902 +45,902 +100%
BOK Financial Private Wealth Inc. 0 4,000 +4,000 +100%
Landscape Capital Management L.L.C. 0 16,230 +16,230 +100%
Samalin Investment Counsel LLC 0 73,089 +73,089 +100%
Baystate Wealth Management LLC 0 608 +608 +100%
Camelot Portfolios LLC 0 78,035 +78,035 +100%
Arlington Capital Management Inc. 0 57,097 +57,097 +100%
CWA Asset Management Group LLC 0 11,790 +11,790 +100%
RSM US Wealth Management LLC 0 50,000 +50,000 +100%
Jacobi Capital Management LLC 0 10,625 +10,625 +100%
Qube Research & Technologies Ltd 0 47,090 +47,090 +100%
Truvestments Capital LLC 0 500 +500 +100%
Perennial Investment Advisors LLC 0 11,419 +11,419 +100%
FSA Wealth Management LLC 0 4,495 +4,495 +100%
Advisor Resource Council 0 14,902 +14,902 +100%
Capital CS Group LLC 0 10,709 +10,709 +100%
Gridiron Partners LLC 0 39,542 +39,542 +100%
SFI Advisors LLC 0 14,828 +14,828 +100%
Significant Wealth Partners LLC 0 172,083 +172,083 +100%
Smartleaf Asset Management LLC 0 236 +236 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 186 186 UNCH 0.00%
Hazlett Burt & Watson Inc. 315 315 UNCH 0.00%
Huntington National Bank 1 1 UNCH 0.00%
FMR LLC 2 2 UNCH 0.00%
Gill Capital Partners LLC 13,761 13,761 UNCH 0.00%
NBC Securities Inc. 1,228 1,228 UNCH 0.00%
Citigroup Inc. 1 1 UNCH 0.00%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 14,539 14,539 UNCH 0.00%
Aviance Capital Partners LLC 20,592 20,592 UNCH 0.00%
LVZ Advisors Inc. 21,090 21,090 UNCH 0.00%
Marks Group Wealth Management Inc 192,193 192,193 UNCH 0.00%
Tucker Asset Management LLC 500 500 UNCH 0.00%
Householder Group Estate & Retirement Specialist LLC 1,200 1,200 UNCH 0.00%
Oliver Lagore Vanvalin Investment Group 2,110 2,110 UNCH 0.00%
Safeguard Financial LLC 14,088 14,088 UNCH 0.00%
Financial Perspectives Inc 35 35 UNCH 0.00%
13F Filers Decreasing GOF Share Count
Wells Fargo & Company MN 191,825 7,589 -184,236 -96.04%
Northwestern Mutual Wealth Management Co. 99,510 5,632 -93,878 -94.34%
Creative Financial Designs Inc. ADV 282 32 -250 -88.65%
First Foundation Advisors 88,750 19,450 -69,300 -78.08%
Cetera Advisors LLC 86,560 23,218 -63,342 -73.18%
Brookstone Capital Management 252,056 72,738 -179,318 -71.14%
Sigma Planning Corp 193,049 90,110 -102,939 -53.32%
Level Four Advisory Services LLC 34,567 16,537 -18,030 -52.16%
Tsfg LLC 10,141 5,241 -4,900 -48.32%
Avantax Advisory Services Inc. 119,685 69,814 -49,871 -41.67%
Harbour Investments Inc. 38,819 22,944 -15,875 -40.89%
UBS Group AG 1,899,465 1,208,949 -690,516 -36.35%
Truist Financial Corp 230,063 158,118 -71,945 -31.27%
Western Wealth Management LLC 75,435 54,284 -21,151 -28.04%
Advisor Group Holdings Inc. 959,919 725,850 -234,069 -24.38%
Centaurus Financial Inc. 23,278 18,232 -5,046 -21.68%
Sunbelt Securities Inc. 15,043 11,882 -3,161 -21.01%
Raymond James Trust N.A. 63,661 50,417 -13,244 -20.80%
Ameriprise Financial Inc. 145,596 117,231 -28,365 -19.48%
Raymond James Financial Services Advisors Inc. 348,059 280,868 -67,191 -19.30%
Advisory Services Network LLC 23,386 19,487 -3,899 -16.67%
GPS Wealth Strategies Group LLC 40,613 33,847 -6,766 -16.66%
National Asset Management Inc. 40,452 34,046 -6,406 -15.84%
Janney Montgomery Scott LLC 290,613 245,093 -45,520 -15.66%
Garden State Investment Advisory Services LLC 58,283 49,273 -9,010 -15.46%
Geneos Wealth Management Inc. 6,974 5,907 -1,067 -15.30%
Lakeview Capital Partners LLC 25,885 22,003 -3,882 -15.00%
Envestnet Asset Management Inc. 363,239 317,002 -46,237 -12.73%
IHT Wealth Management LLC 16,023 14,261 -1,762 -11.00%
Spire Wealth Management 10,782 9,708 -1,074 -9.96%
International Assets Investment Management LLC 34,956 31,486 -3,470 -9.93%
Clear Creek Financial Management LLC 11,774 11,124 -650 -5.52%
9258 Wealth Management LLC 23,380 22,179 -1,201 -5.14%
Benjamin F. Edwards & Company Inc. 6,373 6,153 -220 -3.45%
Private Advisor Group LLC 128,072 124,305 -3,767 -2.94%
GWM Advisors LLC 68,870 67,002 -1,868 -2.71%
Atomi Financial Group Inc. 22,150 21,573 -577 -2.60%
Semus Wealth Partners LLC 61,851 60,436 -1,415 -2.29%
Vantage Financial Partners LLC 19,843 19,435 -408 -2.06%
Mutual Advisors LLC 64,145 63,027 -1,118 -1.74%
Beacon Capital Management LLC 2,000 1,983 -17 -0.85%
Sowell Financial Services LLC 64,676 64,339 -337 -0.52%
Parisi Gray Wealth Management 57,627 57,529 -98 -0.17%
13F Filers Exiting GOF
ORG Partners LLC 1,336 0 -1,336 -100.00%
Buck Wealth Strategies LLC 3,171 0 -3,171 -100.00%
CI Private Wealth LLC 18,384 0 -18,384 -100.00%
Strategic Financial Concepts LLC 29,576 0 -29,576 -100.00%
Ieq Capital LLC 12,816 0 -12,816 -100.00%
Walleye Capital LLC 18,397 0 -18,397 -100.00%
Sound Income Strategies LLC 3,375 0 -3,375 -100.00%
Valeo Financial Advisors LLC 31,239 0 -31,239 -100.00%
Koshinski Asset Management Inc. 10,975 0 -10,975 -100.00%
Allworth Financial LP 342 0 -342 -100.00%
Creative Planning 13,538 0 -13,538 -100.00%
Citadel Advisors LLC 18,840 0 -18,840 -100.00%
Northern Trust Corp 23,072 0 -23,072 -100.00%
JPMorgan Chase & Co. 386 0 -386 -100.00%

See Summary: Institutional Holders of GOF
See Details: Top 10 Hedge Funds Holding GOF
Also See: GOF Insider Buying

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