Institutional shares held 520,834
0 calls
0 puts
Total value of holdings $18.2M
$0 calls
$0 puts
# of Institutions 23


Latest Institutional Activity in CEFA

Top Purchases

Q2 2025
Rmb Capital Management, LLC Shares Held: 39.9K ($1.4M)
Q2 2025
Hirtle Callaghan & CO LLC Shares Held: 158K ($5.54M)
Q2 2025
Pioneer Wealth Management Group Shares Held: 16.3K ($572K)
Q2 2025
Rfg Advisory, LLC Shares Held: 5.89K ($206K)
Q2 2025
Dagco, Inc. Shares Held: 5.83K ($204K)

Top Sells

Q2 2025
Leith Wheeler Investment Counsel Ltd. Shares Held: 52.5K ($1.84M)
Q2 2025
Jane Street Group, LLC Shares Held: 8.08K ($283K)
Q1 2025
Ubs Group Ag Shares Held: 279 ($9.77K)
Q3 2024
Gradient Investments LLC Shares Held: 7.72K ($270K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 300 ($10.5K)

About CEFA

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