Institutional shares held 72,163
0 calls
0 puts
Total value of holdings $2.16M
$0 calls
$0 puts
# of Institutions 11


Latest Institutional Activity in CEFA

Top Purchases

Q3 2024
Nottingham Advisors, Inc. Shares Held: 12.2K ($367K)
Q3 2024
Ubs Group Ag Shares Held: 3.2K ($96.4K)
Q3 2024
Geo Wealth Management, LLC Shares Held: 615 ($18.5K)
Q3 2024
Royal Bank Of Canada Shares Held: 22.1K ($666K)
Q3 2024
Golden State Equity Partners Shares Held: 190 ($5.73K)

Top Sells

Q3 2024
Gradient Investments LLC Shares Held: 7.72K ($233K)
Q3 2024
Comerica Bank Shares Held: 1.27K ($38.3K)
Q1 2024
Jane Street Group, LLC Shares Held: 24.1K ($727K)
Q1 2024
Fund Evaluation Group, LLC Shares Held: 298K ($8.99M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 300 ($9.05K)

About CEFA

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