Institutional shares held 73,151
0 calls
0 puts
Total value of holdings $2.3M
$0 calls
$0 puts
# of Institutions 12


Latest Institutional Activity in CEFA

Top Purchases

Q4 2024
Heck Capital Advisors, LLC Shares Held: 834 ($26.2K)
Q4 2024
Ever Source Wealth Advisors, LLC Shares Held: 180 ($5.65K)
Q4 2024
Sugar Maple Asset Management, LLC Shares Held: 179 ($5.62K)
Q4 2024
Alesco Advisors LLC Shares Held: 12.7K ($398K)
Q3 2024
Nottingham Advisors, Inc. Shares Held: 12.2K ($382K)

Top Sells

Q3 2024
Gradient Investments LLC Shares Held: 7.72K ($242K)
Q3 2024
Comerica Bank Shares Held: 1.27K ($39.8K)
Q1 2024
Jane Street Group, LLC Shares Held: 24.1K ($757K)
Q1 2024
Fund Evaluation Group, LLC Shares Held: 298K ($9.36M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 300 ($9.42K)

About CEFA

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