Latest Institutional Purchases of Exchange Listed Fds Tr Saba Cl (CEFS)
This list provides information on the latest institutional transactions involving Exchange Listed Fds Tr Saba Cl (CEFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51K+ 23.44% |
$1.09M - $1.15M
|
268K
$5.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
33.7K+ 105.29% |
$722K - $761K
|
65.7K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
30.6K+ 8.97% |
$655K - $690K
|
371K
$8.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6KNew |
$612K - $645K
|
28.6K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
22.2KNew |
$476K - $501K
|
22.2K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
9.19KNew |
$197K - $208K
|
9.19K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.55K+ 27.61% |
$140K - $148K
|
30.3K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.19K+ 11.65% |
$89.8K - $94.6K
|
40.2K
$892K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.34K+ 6.5% |
$71.5K - $75.4K
|
54.7K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 5.15% |
$33.7K - $35.6K
|
32.2K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
950+ 47.5% |
$20.3K - $21.5K
|
2.95K
$65.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
316+ 1.26% |
$6.77K - $7.14K
|
25.3K
$562K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40.6KNew |
$836K - $904K
|
40.6K
$902K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30K+ 6.39% |
$616K - $667K
|
499K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 9.86% |
$341K - $369K
|
185K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.3K+ 36.85% |
$334K - $362K
|
60.4K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.5K+ 36.07% |
$319K - $345K
|
58.5K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15KNew |
$308K - $333K
|
15K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 7.63% |
$231K - $250K
|
158K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1K+ 34.43% |
$229K - $248K
|
43.5K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 54.64% |
$229K - $248K
|
31.5K
$700K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.4K+ 73.98% |
$214K - $232K
|
24.5K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$208K - $225K
|
10.1K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.19KNew |
$189K - $205K
|
9.19K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.05K+ 14.89% |
$165K - $179K
|
62.1K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.59K+ 10.08% |
$156K - $169K
|
82.9K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.35K+ 25.75% |
$131K - $141K
|
31K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.74K+ 24.57% |
$118K - $128K
|
29.1K
$646K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.52K+ 24.02% |
$93K - $101K
|
23.3K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.27K+ 22.6% |
$87.7K - $94.9K
|
23.1K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4K+ 399900.0% |
$82.2K - $89K
|
4K
$88.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.95K+ 4.52% |
$60.6K - $65.6K
|
68.1K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.69K+ 42.56% |
$55.4K - $59.9K
|
9.02K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63KNew |
$33.5K - $36.3K
|
1.63K
$36.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 9.24% |
$24.1K - $26.1K
|
13.8K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 2.01% |
$21.4K - $23.1K
|
52.6K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
950+ 31.45% |
$19.5K - $21.1K
|
3.97K
$88.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 1.35% |
$7.69K - $8.32K
|
28.1K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338+ 0.5% |
$6.95K - $7.52K
|
68.5K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
220New |
$4.52K - $4.9K
|
220
$4.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51+ 0.71% |
$1.05K - $1.13K
|
7.28K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22+ 2.2% |
$452 - $490
|
1.02K
$22.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 2.97% |
$329 - $356
|
555
$12.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13.7KNew |
$266K - $291K
|
13.7K
$304K
|
|
|
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 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
300New |
$5.84K - $6.39K
|
300
$6.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
100New |
$1.95K - $2.13K
|
100
$2.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85New |
$1.65K - $1.81K
|
85
$1.89K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.5KNew |
$1.24M - $1.37M
|
66.5K
$1.48M
|
|