Institutional shares held 3.44 Million
0 calls
0 puts
Total value of holdings $76M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in CEFS

Top Purchases

Q3 2024
Visionary Wealth Advisors Shares Held: 40.6K ($897K)
Q3 2024
Lpl Financial LLC Shares Held: 499K ($11M)
Q3 2024
Foundations Investment Advisors, LLC Shares Held: 217K ($4.8M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 185K ($4.08M)
Q3 2024
Raymond James & Associates Shares Held: 60.4K ($1.33M)

Top Sells

Q3 2024
Rivernorth Capital Management, LLC Shares Held: 55.2K ($1.22M)
Q3 2024
Proficio Capital Partners LLC Shares Held: 103K ($2.28M)
Q3 2024
Gladstone Institutional Advisory LLC Shares Held: 14.5K ($319K)
Q3 2024
Consolidated Portfolio Review Corp Shares Held: 12K ($265K)
Q3 2024
Family Management Corp Shares Held: 81.5K ($1.8M)

About CEFS

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