Institutional shares held 3.22 Million
0 calls
0 puts
Total value of holdings $68.2M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in CEFS

Top Purchases

Q2 2024
Proficio Capital Partners LLC Shares Held: 226K ($4.79M)
Q2 2024
Cary Street Partners Investment Advisory LLC Shares Held: 23.4K ($496K)
Q2 2024
Grimes & Company, Inc. Shares Held: 20.7K ($440K)
Q2 2024
Towerpoint Wealth, LLC Shares Held: 13.7K ($290K)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 43K ($912K)

Top Sells

Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 13.6K ($289K)
Q2 2024
Fortress Wealth Management, Inc. Shares Held: 327K ($6.93M)
Q2 2024
Rovin Capital Shares Held: 51.8K ($1.1M)
Q2 2024
Lionsbridge Wealth Management LLC Shares Held: 48.5K ($1.03M)
Q2 2024
First Horizon Advisors, Inc. Shares Held: 539 ($11.4K)

About CEFS

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