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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26KNew |
$23.6K - $26.1K
|
1.26K
$27.9K
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
500+ 1.95% |
$9.35K - $10.3K
|
26.1K
$577K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$5.61K - $6.2K
|
300
$6.62K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260New |
$4.86K - $5.37K
|
260
$5.74K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.16KNew |
$102K - $119K
|
6.16K
$136K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5K+ 100.0% |
$82.8K - $97.1K
|
10K
$221K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
530+ 23.28% |
$8.78K - $10.3K
|
2.81K
$62K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$4.97K - $5.82K
|
300
$6.62K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$646 - $757
|
39
$861
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$457K - $499K
|
26.2K
$578K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.18KNew |
$38K - $41.5K
|
2.18K
$48K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.5KNew |
$25.4K - $28.7K
|
1.5K
$33.1K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.4KNew |
$608K - $674K
|
36.4K
$804K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
330New |
$5.51K - $6.1K
|
330
$7.28K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
110+ 4.05% |
$1.84K - $2.03K
|
2.83K
$62.4K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
3New |
$50.1 - $55.5
|
3
$66.2
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
448+ 2.22% |
$7.47K - $8.65K
|
20.6K
$455K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
276+ 2.22% |
$4.6K - $5.33K
|
12.7K
$280K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
184+ 0.59% |
$3.07K - $3.55K
|
31.5K
$695K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
73.3KNew |
$1.24M - $1.48M
|
73.3K
$1.62M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4K+ 25.4% |
$75.4K - $84.6K
|
19.7K
$436K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.4KNew |
$50K - $52K
|
2.4K
$53K
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27KNew |
$550K - $588K
|
27K
$595K
|
|
Q3 2017 | |||||||
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.35KNew |
$50K - $50.2K
|
2.35K
$51.9K
|
|
Nov 13, 2017
Q3 2017
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$10.6K - $10.7K
|
500
$11K
|