Institutional shares held 329,203
0 calls
0 puts
Total value of holdings $10.5M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in CEFA

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 9.24K ($295K)
Q4 2024
Fund Evaluation Group, LLC Shares Held: 143K ($4.57M)
Q4 2024
Hirtle Callaghan & CO LLC Shares Held: 60.5K ($1.93M)
Q4 2024
Gts Securities LLC Shares Held: 43.2K ($1.38M)
Q4 2024
Heck Capital Advisors, LLC Shares Held: 834 ($26.7K)

Top Sells

Q4 2024
Ubs Group Ag Shares Held: 3K ($95.9K)
Q4 2024
Comerica Bank Shares Held: 1.16K ($37K)
Q3 2024
Gradient Investments LLC Shares Held: 7.72K ($247K)
Q1 2024
Jane Street Group, LLC Shares Held: 24.1K ($771K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 300 ($9.59K)

About CEFA

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