Institutional shares held 3.04 Million
0 calls
0 puts
Total value of holdings $59.6M
$0 calls
$0 puts
# of Institutions 57

Latest Institutional Activity in CEFS

Top Purchases

Q4 2023
Fortress Wealth Management, Inc. Shares Held: 307K ($6.03M)
Q4 2023
Thomas J. Herzfeld Advisors, Inc. Shares Held: 156K ($3.06M)
Q4 2023
Lpl Financial LLC Shares Held: 417K ($8.18M)
Q4 2023
Proficio Capital Partners LLC Shares Held: 191K ($3.74M)
Q4 2023
Rivernorth Capital Management, LLC Shares Held: 55.2K ($1.08M)

Top Sells

Q4 2023
Advisor Group Holdings, Inc. Shares Held: 135K ($2.65M)
Q4 2023
Toroso Investments, LLC Shares Held: 124K ($2.44M)
Q4 2023
New Edge Advisors, LLC Shares Held: 16.7K ($327K)
Q4 2023
Gladstone Institutional Advisory LLC Shares Held: 30.8K ($604K)
Q4 2023
Commonwealth Equity Services, LLC Shares Held: 11.2K ($221K)

About CEFS

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