Institutional shares held 3.48 Million
0 calls
0 puts
Total value of holdings $76M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in CEFS

Top Purchases

Q2 2024
Rivernorth Capital Management, LLC Shares Held: 263K ($5.76M)
Q2 2024
Foundations Investment Advisors, LLC Shares Held: 193K ($4.22M)
Q2 2024
Family Management Corp Shares Held: 83.7K ($1.83M)
Q2 2024
Napa Wealth Management Shares Held: 32.4K ($707K)
Q2 2024
Proficio Capital Partners LLC Shares Held: 226K ($4.94M)

Top Sells

Q2 2024
Envestnet Asset Management Inc Shares Held: 168K ($3.68M)
Q2 2024
Cetera Investment Advisers Shares Held: 147K ($3.21M)
Q2 2024
Thomas J. Herzfeld Advisors, Inc. Shares Held: 18.4K ($402K)
Q2 2024
Consolidated Portfolio Review Corp Shares Held: 14.8K ($323K)
Q2 2024
Toroso Investments, LLC Shares Held: 90.6K ($1.98M)

About CEFS

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