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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.26K- 4.0% |
$27K - $28.4K
|
30.3K
$673K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.04K- 17.3% |
$86.5K - $91.2K
|
19.3K
$429K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.05% |
$578 - $610
|
52.7K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
518New |
$11.1K - $11.7K
|
518
$11.5K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-430- 1.16% |
$9.21K - $9.71K
|
36.5K
$812K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
110+ 2750.0% |
$2.36K - $2.48K
|
114
$2.54K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.15K- 5.09% |
$88.9K - $93.7K
|
77.3K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-28.6K- 98.42% |
$614K - $647K
|
460
$10.2K
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-60.2K- 70.49% |
$1.29M - $1.36M
|
25.2K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
36.5KNew |
$782K - $824K
|
36.5K
$812K
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
39.6KNew |
$849K - $895K
|
39.6K
$882K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
246+ 2.68% |
$5.27K - $5.55K
|
9.44K
$210K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.34K+ 30.11% |
$200K - $211K
|
40.4K
$898K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.8K- 38.39% |
$59.9K - $63.1K
|
4.49K
$99.8K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
35.9KNew |
$768K - $810K
|
35.9K
$798K
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
12.9K+ 29.68% |
$276K - $291K
|
56.4K
$1.25M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
170+ 0.73% |
$3.64K - $3.84K
|
23.3K
$518K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.34K+ 4.9% |
$71.5K - $75.4K
|
71.4K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 12.68% |
$27.5K - $29K
|
11.4K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.8K+ 46.2% |
$402K - $424K
|
59.4K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9K+ 9.43% |
$320K - $337K
|
173K
$3.85M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-513- 1.35% |
$11K - $11.6K
|
37.5K
$834K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 2.15% |
$471 - $497
|
1K
$22.2K
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.66K- 9.16% |
$35.5K - $37.4K
|
16.4K
$366K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4K- 99.98% |
$85.7K - $90.3K
|
1
$22.2
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 7.23% |
$286K - $302K
|
198K
$4.41M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-68.7K- 13.77% |
$1.47M - $1.55M
|
430K
$9.57M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-94- 42.73% |
$2.01K - $2.12K
|
126
$2.8K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
193+ 1.39% |
$4.13K - $4.36K
|
14K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.5K- 16.77% |
$246K - $259K
|
57K
$1.27M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 13.56% |
$49.7K - $52.4K
|
14.8K
$329K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
590+ 36.2% |
$12.6K - $13.3K
|
2.22K
$49.4K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
95.8K+ 639.21% |
$2.05M - $2.16M
|
111K
$2.46M
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
20.9KNew |
$447K - $471K
|
20.9K
$464K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
703New |
$15.1K - $15.9K
|
703
$15.6K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.19M- 92.23% |
$25.5M - $26.9M
|
100K
$2.23M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150KNew |
$3.21M - $3.39M
|
150K
$3.34M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.4KNew |
$308K - $325K
|
14.4K
$320K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.6K+ 4.18% |
$55.6K - $58.6K
|
64.7K
$1.44M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 12.61% |
$1.5K - $1.58K
|
625
$13.9K
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4K- 4.2% |
$85.7K - $90.3K
|
91.1K
$2.03M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-288- 2.24% |
$6.17K - $6.5K
|
12.6K
$280K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.15K- 8.78% |
$46.1K - $48.6K
|
22.3K
$497K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 5.15% |
$33.7K - $35.6K
|
32.2K
$716K
|
|
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
$257K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
9.19KNew |
$197K - $208K
|
9.19K
$204K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
22.2KNew |
$476K - $501K
|
22.2K
$494K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.5K- 20.99% |
$290K - $305K
|
50.9K
$1.13M
|