Institutional shares held 4.58 Million
0 calls
0 puts
Total value of holdings $103M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in CEFS

Top Purchases

Q2 2025
Raymond James Financial Inc Shares Held: 263K ($5.93M)
Q2 2025
New England Private Wealth Advisors LLC Shares Held: 315K ($7.1M)
Q2 2025
Xml Financial, LLC Shares Held: 125K ($2.82M)
Q2 2025
Sheets Smith Wealth Management Shares Held: 39.4K ($888K)
Q2 2025
Private Capital Management, LLC Shares Held: 158K ($3.56M)

Top Sells

Q2 2025
Thomas J. Herzfeld Advisors, Inc. Shares Held: 87.7K ($1.98M)
Q2 2025
Foundations Investment Advisors, LLC Shares Held: 235K ($5.3M)
Q2 2025
Napa Wealth Management Shares Held: 30.4K ($685K)
Q2 2025
Citadel Advisors LLC Shares Held: 18.3K ($412K)
Q2 2025
Proficio Capital Partners LLC Shares Held: 71K ($1.6M)

About CEFS

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