Latest Institutional Transactions on Exchange Listed Fds Tr Saba Cl (CEFS)
This table provides information on the latest institutional transactions involving Exchange Listed Fds Tr Saba Cl (CEFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30K+ 6.39% |
$616K - $667K
|
499K
$11M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-750- 5.5% |
$15.4K - $16.7K
|
12.9K
$285K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
950+ 31.45% |
$19.5K - $21.1K
|
3.97K
$87.9K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 0.09% |
$678 - $734
|
36K
$796K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 2.97% |
$329 - $356
|
555
$12.3K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15KNew |
$308K - $333K
|
15K
$332K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1K+ 34.43% |
$229K - $248K
|
43.5K
$962K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 9.86% |
$341K - $369K
|
185K
$4.09M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.05K+ 14.89% |
$165K - $179K
|
62.1K
$1.37M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-123K- 54.24% |
$2.52M - $2.73M
|
103K
$2.29M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.44K- 2.96% |
$29.5K - $32K
|
47.1K
$1.04M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
14.1K+ 79.07% |
$291K - $315K
|
32K
$709K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-410- 0.79% |
$8.43K - $9.12K
|
51.4K
$1.14M
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.8K- 1.85% |
$36.9K - $40K
|
95.1K
$2.11M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.74K+ 24.57% |
$118K - $128K
|
29.1K
$644K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63KNew |
$33.5K - $36.3K
|
1.63K
$36.1K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.92K+ 3.07% |
$39.5K - $42.7K
|
64.4K
$1.43M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.5K+ 12.91% |
$72K - $77.9K
|
30.6K
$677K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.48K- 27.46% |
$113K - $122K
|
14.5K
$320K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.52K+ 24.02% |
$93K - $101K
|
23.3K
$517K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.4K+ 73.98% |
$214K - $232K
|
24.5K
$542K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.5K+ 36.07% |
$319K - $345K
|
58.5K
$1.3M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.75K- 18.59% |
$56.5K - $61.1K
|
12K
$266K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.98K+ 14.37% |
$61.3K - $66.3K
|
23.7K
$525K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.4K+ 12.61% |
$501K - $542K
|
217K
$4.81M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.69K+ 42.56% |
$55.4K - $59.9K
|
9.02K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 9.24% |
$24.1K - $26.1K
|
13.8K
$306K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.3K+ 36.85% |
$334K - $362K
|
60.4K
$1.34M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.59K+ 10.08% |
$156K - $169K
|
82.9K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 4.33% |
$291K - $315K
|
341K
$7.54M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
478+ 1.95% |
$9.83K - $10.6K
|
25K
$553K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.47K+ 62.37% |
$30.2K - $32.7K
|
3.83K
$84.7K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$41.1K - $44.5K
|
2K
$44.3K
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45.4K- 23.59% |
$883K - $966K
|
147K
$3.25M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.05K+ 19.25% |
$59.3K - $64.9K
|
18.9K
$418K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.96K+ 4.76% |
$57.6K - $63K
|
65.2K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
42.4K+ 102.71% |
$825K - $902K
|
83.7K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 3.68% |
$38.3K - $41.9K
|
51.6K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
208K+ 377.19% |
$4.05M - $4.43M
|
263K
$5.83M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.4K- 15.31% |
$319K - $349K
|
90.6K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85New |
$1.65K - $1.81K
|
85
$1.88K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-578- 2.04% |
$11.2K - $12.3K
|
27.8K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3K+ 137.65% |
$278K - $304K
|
24.7K
$546K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.3K+ 8.86% |
$83.6K - $91.4K
|
52.8K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.56K+ 10.65% |
$128K - $140K
|
68.2K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$19.5 - $21.3
|
1
$22.1
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
380+ 2.16% |
$7.39K - $8.09K
|
18K
$399K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-42.6K- 69.83% |
$829K - $907K
|
18.4K
$407K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-35- 89.74% |
$681 - $745
|
4
$88.5
|