Purchases and Sales Made in Q1 2025 in Exchange Listed Fds Tr Saba Cl (CEFS)
This table provides information about the institutional ownership of Exchange Listed Fds Tr Saba Cl (CEFS) during Q1 2025. The information is specifically focused on institutions that hold shares of EXCHANGE LISTED FDS TR SABA CL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
115KNew |
$2.44M - $2.59M
|
115K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.3K+ 26.75% |
$368K - $391K
|
82K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 8.64% |
$365K - $388K
|
216K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
15.1K+ 22.99% |
$322K - $342K
|
80.9K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 7.21% |
$266K - $282K
|
186K
$3.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.37K+ 12.01% |
$157K - $167K
|
68.7K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 1.65% |
$94K - $99.8K
|
273K
$5.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
4.23K+ 7.73% |
$90K - $95.6K
|
58.9K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.16K+ 10.34% |
$88.5K - $93.9K
|
44.3K
$932K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.05K+ 101125.0% |
$86.2K - $91.5K
|
4.05K
$85.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.85KNew |
$60.7K - $64.4K
|
2.85K
$59.9K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.55K+ 6.97% |
$54.2K - $57.5K
|
39K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
959+ 4.32% |
$20.4K - $21.7K
|
23.2K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
902+ 3.57% |
$19.2K - $20.4K
|
26.2K
$551K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
250+ 8.47% |
$5.33K - $5.65K
|
3.2K
$67.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
230New |
$4.9K - $5.2K
|
230
$4.84K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
101+ 4.55% |
$2.15K - $2.28K
|
2.32K
$48.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 2.88% |
$383 - $407
|
607
$12.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-300- 1.44% |
$6.39K - $6.78K
|
20.6K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.24K- 24.33% |
$47.6K - $50.6K
|
6.96K
$146K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.41K- 22.84% |
$94K - $99.7K
|
14.9K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.57K- 22.99% |
$140K - $149K
|
22K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.6K- 12.58% |
$269K - $285K
|
87.7K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.6K- 3.62% |
$332K - $352K
|
415K
$8.72M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-35.6K- 9.58% |
$758K - $805K
|
336K
$7.06M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-39.9K- 43.75% |
$849K - $901K
|
51.3K
$1.08M
|