Purchases and Sales Made in Q4 2024 in Exchange Listed Fds Tr Saba Cl (CEFS)
This table provides information about the institutional ownership of Exchange Listed Fds Tr Saba Cl (CEFS) during Q4 2024. The information is specifically focused on institutions that hold shares of EXCHANGE LISTED FDS TR SABA CL.
| 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
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.08% |
$236 - $248
|
14.5K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-475- 3.95% |
$10.2K - $10.7K
|
11.6K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.48K- 5.27% |
$53.2K - $56K
|
44.6K
$991K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.82K- 99.9% |
$81.9K - $86.3K
|
4
$88.8
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.5K- 20.99% |
$290K - $305K
|
50.9K
$1.13M
|