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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.57K- 22.99% |
$140K - $149K
|
22K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.24K- 24.33% |
$47.6K - $50.6K
|
6.96K
$155K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
902+ 3.57% |
$19.2K - $20.4K
|
26.2K
$585K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
250+ 8.47% |
$5.33K - $5.65K
|
3.2K
$71.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.85KNew |
$60.7K - $64.4K
|
2.85K
$63.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.25K- 6.68% |
$134K - $141K
|
87.3K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
36.5KNew |
$782K - $824K
|
36.5K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
246+ 2.68% |
$5.27K - $5.55K
|
9.44K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-60.2K- 70.49% |
$1.29M - $1.36M
|
25.2K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-28.6K- 98.42% |
$614K - $647K
|
460
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
518New |
$11.1K - $11.7K
|
518
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4K- 99.98% |
$85.7K - $90.3K
|
1
$22.3
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 2.15% |
$471 - $497
|
1K
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-94- 42.73% |
$2.01K - $2.12K
|
126
$2.81K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 13.56% |
$49.7K - $52.4K
|
14.8K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.4KNew |
$308K - $325K
|
14.4K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
703New |
$15.1K - $15.9K
|
703
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.15K- 8.78% |
$46.1K - $48.6K
|
22.3K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 5.15% |
$33.7K - $35.6K
|
32.2K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-475- 3.95% |
$10.2K - $10.7K
|
11.6K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.55K+ 27.61% |
$140K - $148K
|
30.3K
$676K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-208K- 79.04% |
$4.28M - $4.63M
|
55.2K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 1.35% |
$7.69K - $8.32K
|
28.1K
$629K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.69K+ 42.56% |
$55.4K - $59.9K
|
9.02K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.59K+ 10.08% |
$156K - $169K
|
82.9K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.3K+ 36.85% |
$334K - $362K
|
60.4K
$1.35M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.3K+ 8.86% |
$83.6K - $91.4K
|
52.8K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
100New |
$1.95K - $2.13K
|
100
$2.23K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
300New |
$5.84K - $6.39K
|
300
$6.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13.7KNew |
$266K - $291K
|
13.7K
$306K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-299- 11.98% |
$5.82K - $6.37K
|
2.2K
$49.1K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26KNew |
$23.6K - $26.1K
|
1.26K
$28.2K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
500+ 1.95% |
$9.35K - $10.3K
|
26.1K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$201K - $222K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.5KNew |
$1.24M - $1.37M
|
66.5K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 26.53% |
$122K - $135K
|
31.2K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$187K - $207K
|
10K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$5.61K - $6.2K
|
300
$6.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42.8KNew |
$801K - $886K
|
42.8K
$957K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260New |
$4.86K - $5.37K
|
260
$5.81K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$4.97K - $5.82K
|
300
$6.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
530+ 23.28% |
$8.78K - $10.3K
|
2.81K
$62.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.16KNew |
$102K - $119K
|
6.16K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5K+ 100.0% |
$82.8K - $97.1K
|
10K
$223K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$646 - $757
|
39
$871
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.18KNew |
$38K - $41.5K
|
2.18K
$48.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$457K - $499K
|
26.2K
$585K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.5KNew |
$25.4K - $28.7K
|
1.5K
$33.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-8.82K- 52.97% |
$149K - $169K
|
7.83K
$175K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
330New |
$5.51K - $6.1K
|
330
$7.37K
|
|