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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150KNew |
$3.21M - $3.39M
|
150K
$3.34M
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51K+ 23.44% |
$1.09M - $1.15M
|
268K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
39.6KNew |
$849K - $895K
|
39.6K
$882K
|
|
|
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
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
35.9KNew |
$768K - $810K
|
35.9K
$798K
|
|
|
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
$8.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6KNew |
$612K - $645K
|
28.6K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
22.2KNew |
$476K - $501K
|
22.2K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
20.9KNew |
$447K - $471K
|
20.9K
$464K
|
|
|
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 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.4KNew |
$308K - $325K
|
14.4K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 7.23% |
$286K - $302K
|
198K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
12.9K+ 29.68% |
$276K - $291K
|
56.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.34K+ 30.11% |
$200K - $211K
|
40.4K
$898K
|
|
|
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
$673K
|
|
|
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
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.34K+ 6.5% |
$71.5K - $75.4K
|
54.7K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.34K+ 4.9% |
$71.5K - $75.4K
|
71.4K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.6K+ 4.18% |
$55.6K - $58.6K
|
64.7K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 5.15% |
$33.7K - $35.6K
|
32.2K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 12.68% |
$27.5K - $29K
|
11.4K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
950+ 47.5% |
$20.3K - $21.5K
|
2.95K
$65.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
703New |
$15.1K - $15.9K
|
703
$15.6K
|
|
|
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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
518New |
$11.1K - $11.7K
|
518
$11.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
316+ 1.26% |
$6.77K - $7.14K
|
25.3K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
246+ 2.68% |
$5.27K - $5.55K
|
9.44K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
193+ 1.39% |
$4.13K - $4.36K
|
14K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
170+ 0.73% |
$3.64K - $3.84K
|
23.3K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
110+ 2750.0% |
$2.36K - $2.48K
|
114
$2.54K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 12.61% |
$1.5K - $1.58K
|
625
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.05% |
$578 - $610
|
52.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
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
|
|
|
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
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.69K+ 42.56% |
$55.4K - $59.9K
|
9.02K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
950+ 31.45% |
$19.5K - $21.1K
|
3.97K
$88.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 1.35% |
$7.69K - $8.32K
|
28.1K
$626K
|
|
| 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
$6.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
100New |
$1.95K - $2.13K
|
100
$2.22K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.5KNew |
$1.24M - $1.37M
|
66.5K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42.8KNew |
$801K - $886K
|
42.8K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$187K - $207K
|
10K
$222K
|
|