Institutional shares held 3.88 Million
0 calls
0 puts
Total value of holdings $81.5M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in CEFS

Top Purchases

Q1 2025
Advisor Net Financial, Inc Shares Held: 115K ($2.41M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 82K ($1.72M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 216K ($4.53M)
Q1 2025
Xml Financial, LLC Shares Held: 80.9K ($1.7M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 68.7K ($1.45M)

Top Sells

Q1 2025
3 Edge Asset Management, LP Shares Held: 51.3K ($1.08M)
Q1 2025
Fortress Wealth Management, Inc. Shares Held: 336K ($7.06M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 22K ($463K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 14.9K ($313K)
Q1 2025
Columbus Macro, LLC Shares Held: 6.96K ($146K)

About CEFS

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