Institutional shares held 343,947
0 calls
0 puts
Total value of holdings $11.3M
$0 calls
$0 puts
# of Institutions 20


Latest Institutional Activity in CEFA

Top Purchases

Q1 2025
Courier Capital LLC Shares Held: 13K ($425K)
Q1 2025
Pioneer Wealth Management Group Shares Held: 9.24K ($302K)
Q1 2025
Umb Bank, N.A. Shares Held: 6.3K ($206K)
Q1 2025
North Capital, Inc. Shares Held: 191 ($6.26K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 7.69K ($252K)

Top Sells

Q4 2024
Ubs Group Ag Shares Held: 3K ($98.2K)
Q4 2024
Comerica Bank Shares Held: 1.16K ($37.9K)
Q3 2024
Gradient Investments LLC Shares Held: 7.72K ($253K)
Q1 2024
Jane Street Group, LLC Shares Held: 24.1K ($790K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 300 ($9.83K)

About CEFA

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