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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
39.4KNew |
$762K - $877K
|
39.4K
$881K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.5K+ 16.16% |
$358K - $412K
|
133K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
15.4K+ 4.59% |
$298K - $343K
|
351K
$7.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.45K+ 7.93% |
$105K - $121K
|
74.2K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.31K+ 5.91% |
$44.6K - $51.3K
|
41.4K
$924K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
535+ 13.21% |
$10.3K - $11.9K
|
4.58K
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
471+ 20.29% |
$9.1K - $10.5K
|
2.79K
$62.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
318New |
$6.15K - $7.08K
|
318
$7.1K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
144K+ 129.82% |
$3.06M - $3.25M
|
255K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
120K+ 726.64% |
$2.55M - $2.7M
|
136K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.9K+ 310.5% |
$2M - $2.12M
|
124K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
83.1K+ 209.61% |
$1.77M - $1.88M
|
123K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.7K+ 17.81% |
$569K - $604K
|
177K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.3K+ 26.75% |
$368K - $391K
|
82K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 8.64% |
$365K - $388K
|
216K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
15.1K+ 22.99% |
$322K - $342K
|
80.9K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 7.21% |
$266K - $282K
|
186K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$252K - $267K
|
11.8K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9KNew |
$233K - $247K
|
10.9K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.7K+ 17.99% |
$228K - $242K
|
70.1K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 1.65% |
$94K - $99.8K
|
273K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
4.23K+ 7.73% |
$90K - $95.6K
|
58.9K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.16K+ 10.34% |
$88.5K - $93.9K
|
44.3K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.08K+ 19.79% |
$86.8K - $92.2K
|
24.7K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.11K+ 6.11% |
$66.3K - $70.3K
|
54K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.08K+ 26.97% |
$65.5K - $69.6K
|
14.5K
$324K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.85KNew |
$60.7K - $64.4K
|
2.85K
$63.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 8.58% |
$42.6K - $45.2K
|
25.3K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.99K+ 14.18% |
$42.4K - $45K
|
16K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 36.62% |
$31K - $32.9K
|
5.43K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.45K+ 2.03% |
$30.9K - $32.8K
|
72.9K
$1.63M
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
230New |
$4.9K - $5.2K
|
230
$5.14K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
134+ 0.93% |
$2.85K - $3.03K
|
14.6K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
36.5KNew |
$782K - $824K
|
36.5K
$815K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.4KNew |
$308K - $325K
|
14.4K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.55K+ 27.61% |
$140K - $148K
|
30.3K
$676K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 5.15% |
$33.7K - $35.6K
|
32.2K
$719K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
703New |
$15.1K - $15.9K
|
703
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
518New |
$11.1K - $11.7K
|
518
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
246+ 2.68% |
$5.27K - $5.55K
|
9.44K
$211K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.3K+ 36.85% |
$334K - $362K
|
60.4K
$1.35M
|
|
|
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 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.69K+ 42.56% |
$55.4K - $59.9K
|
9.02K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 1.35% |
$7.69K - $8.32K
|
28.1K
$629K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13.7KNew |
$266K - $291K
|
13.7K
$306K
|
|
|
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 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
300New |
$5.84K - $6.39K
|
300
$6.7K
|
|