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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

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$20.57
+0.15 (+0.73%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Saba Closed-End Funds ETF (BATS:CEFS)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$19.07M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.35M
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CEFS Institutional Buying and Selling by Quarter

Saba Closed-End Funds ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Oppenheimer & Co. Inc.43,701$903K0.0%-14.4%0.472%
5/3/2024 Proficio Capital Partners LLC201,285$4.16M0.5%+5.6%2.176%
4/30/2024 Consolidated Portfolio Review Corp44,261$915K0.2%-4.0%0.481%
4/30/2024 J.W. Cole Advisors Inc.9,890$204K0.0%N/A0.108%
4/23/2024 Raymond James Financial Services Advisors Inc.71,966$1.49M0.0%+6.6%0.782%
4/22/2024 Rovin Capital UT ADV53,135$1.10M0.4%+5.5%0.578%
4/22/2024 PFG Investments LLC42,845$886K0.1%N/A0.466%
4/16/2024 Wealth Enhancement Advisory Services LLC35,354$731K0.0%+30.4%0.384%
4/11/2024 Fortitude Family Office LLC2,495$52K0.0%-19.4%0.039%
3/12/2024 Rovin Capital UT ADV50,372$956K0.4%-2.4%0.781%
2/23/2024 Chicago Partners Investment Group LLC61,583$1.17M0.1%+22.5%0.955%
2/12/2024Scotia Capital Inc.56,386$1.07M0.0%+12.4%0.874%
2/12/2024 Fortress Wealth Management Inc.307,346$5.83M3.2%N/A4.765%
2/9/2024Gladstone Institutional Advisory LLC30,767$584K0.0%-21.4%0.477%
2/7/2024 NBC Securities Inc.1,571$29K0.0%N/A0.024%
2/7/2024 Thompson Siegel & Walmsley LLC10,000$190K0.0%+100.0%0.155%
2/7/2024Principal Securities Inc.23,570$447K0.0%N/A0.365%
2/2/2024Atria Wealth Solutions Inc.23,622$448K0.0%-8.8%0.366%
1/29/2024 Consolidated Portfolio Review Corp46,114$875K0.2%+1.8%0.715%
1/16/2024 3EDGE Asset Management LP77,788$1.48M0.1%+4.9%1.206%
1/16/2024 Raymond James Financial Services Advisors Inc.67,497$1.28M0.0%+3.4%1.046%
1/16/2024 Raymond James & Associates33,575$637K0.0%+11.2%0.521%
1/16/2024 Lionsbridge Wealth Management LLC48,531$921K0.7%N/A0.752%
1/12/2024 Fortitude Family Office LLC3,096$59K0.0%N/A0.048%
1/11/2024 Amplius Wealth Advisors LLC23,949$454K0.1%+2.7%0.371%
11/15/2023Toroso Investments LLC138,539$2.43M0.1%-33.2%2.148%
11/15/2023Adalta Capital Management LLC27,635$484K0.3%-19.9%0.428%
11/15/2023Scotia Capital Inc.50,159$879K0.0%+10.9%0.778%
11/14/2023Thomas J. Herzfeld Advisors Inc.46,991$823K0.3%+165.8%0.729%
11/13/2023 Consolidated Portfolio Review Corp45,295$794K0.2%-1.8%0.702%
11/13/2023LPL Financial LLC332,325$5.82M0.0%+16.7%5.152%
11/13/2023Envestnet Asset Management Inc.177,761$3.11M0.0%+4.5%2.756%
11/8/2023Atria Wealth Solutions Inc.25,896$454K0.0%+36.9%0.401%
11/8/2023 Oppenheimer & Co. Inc.39,682$695K0.0%+7.2%0.615%
11/6/2023XML Financial LLC11,746$206K0.0%N/A0.182%
10/26/2023 Chicago Partners Investment Group LLC50,260$839K0.0%+6.9%0.779%
10/25/2023 Rovin Capital UT ADV51,609$904K0.4%+7.9%0.800%
10/24/2023 Raymond James Financial Services Advisors Inc.65,247$1.14M0.0%-3.4%1.012%
10/24/2023 Raymond James & Associates30,181$529K0.0%+5.8%0.468%
10/23/2023Commonwealth Equity Services LLC15,026$263K0.0%+12.9%0.233%
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10/18/2023 Proficio Capital Partners LLC129,030$2.26M0.3%+123.6%2.000%
10/17/2023 Avior Wealth Management LLC34,401$603K0.0%-8.0%0.533%
10/16/2023 3EDGE Asset Management LP74,127$1.26M0.1%+5.7%1.149%
8/24/2023Adalta Capital Management LLC34,485$636K0.4%+13.6%0.535%
8/16/2023Thomas J. Herzfeld Advisors Inc.17,681$326K0.1%-21.9%0.274%
8/15/2023 Proficio Capital Partners LLC57,710$1.07M0.1%N/A0.895%
8/11/2023Kestra Advisory Services LLC28,364$523K0.0%+5.3%0.440%
8/10/2023 Thompson Siegel & Walmsley LLC5,000$92K0.0%N/A0.078%
8/10/2023Cetera Advisor Networks LLC17,852$329K0.0%-12.9%0.277%
8/10/2023Cetera Investment Advisers131,569$2.43M0.0%-9.9%2.040%
8/9/2023 Rovin Capital UT ADV47,832$882K0.4%+5.8%0.742%
8/8/2023 Chicago Partners Investment Group LLC47,029$877K0.0%+34.7%0.729%
8/4/2023Envestnet Asset Management Inc.170,149$3.14M0.0%-1.1%2.638%
8/3/2023Atria Wealth Solutions Inc.18,917$349K0.0%+10.1%0.293%
8/3/2023Scotia Capital Inc.45,242$835K0.0%-1.5%0.701%
7/31/2023LPL Financial LLC284,767$5.25M0.0%+62.7%5.040%
7/26/2023 Amplius Wealth Advisors LLC22,792$421K0.1%N/A0.403%
7/25/2023 Raymond James Financial Services Advisors Inc.67,518$1.25M0.0%-1.0%1.195%
7/25/2023 Raymond James & Associates28,519$526K0.0%+26.1%0.505%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC37,397$690K0.0%+7.8%0.662%
7/14/2023 3EDGE Asset Management LP70,150$1.29M0.1%+19.8%1.242%
6/14/2023Atria Wealth Solutions Inc.17,186$314K0.0%N/A0.304%
5/23/2023Toroso Investments LLC226,410$4.13M0.1%-17.6%4.007%
5/22/2023Arete Wealth Advisors LLC27,033$494K0.0%N/A0.478%
5/11/2023 Consolidated Portfolio Review Corp47,419$866K0.2%N/A0.839%
5/11/2023Scotia Capital Inc.45,936$839K0.0%-13.8%0.813%
5/10/2023LPL Financial LLC174,999$3.20M0.0%+102.8%3.097%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC34,693$633K0.0%-7.2%0.614%
5/1/2023Arete Wealth Advisors LLC27,033$493.57B0.0%N/A0.478%
4/26/2023 Chicago Partners Investment Group LLC34,911$628K0.0%N/A0.659%
4/24/2023Ahrens Investment Partners LLC7,831$143K0.1%-53.0%0.148%
4/14/2023 Raymond James Financial Services Advisors Inc.68,210$1.25M0.0%+4.5%1.287%
4/14/2023 Raymond James & Associates22,616$413K0.0%N/A0.427%
4/5/2023 Rovin Capital UT ADV45,216$826K0.4%+8.0%0.853%
2/14/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC37,388$645K0.0%-10.7%0.000%
2/10/2023Advisor Group Holdings Inc.215,568$3.72M0.0%+498.9%0.000%
2/9/2023Scotia Capital Inc.53,299$920K0.0%-18.1%0.000%
2/9/2023Mercer Global Advisors Inc. ADV36,432$629K0.0%N/A0.000%
2/9/2023Ahrens Investment Partners LLC16,650$287K0.1%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.65,287$1.13M0.0%-10.2%0.000%
2/8/2023 Oppenheimer & Co. Inc.37,017$639K0.0%+41.1%0.000%
2/7/2023Commonwealth Equity Services LLC12,640$218K0.0%N/A0.000%
2/7/2023LPL Financial LLC86,300$1.49M0.0%+30.3%0.000%
2/7/2023Envestnet Asset Management Inc.155,536$2.68M0.0%+20.0%0.000%
2/6/2023Arete Wealth Advisors LLC23,321$402.43B0.0%+29.6%0.000%
2/1/2023Gladstone Institutional Advisory LLC62,997$1.09M0.1%-9.2%0.000%
1/24/2023 Rovin Capital UT ADV41,852$722K0.4%+6.7%0.000%
1/13/2023 3EDGE Asset Management LP49,554$855K0.1%-2.0%0.000%
11/23/2022Toroso Investments LLC213,543$3.56M0.1%+1.3%0.000%
11/15/2022Adalta Capital Management LLC30,349$506K0.4%+24.0%0.000%
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11/14/2022Lokken Investment Group LLC37,313$622K0.5%-4.3%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.11,862$198K0.1%-12.5%0.000%
11/14/2022 Oppenheimer & Co. Inc.26,236$437K0.0%-10.1%0.000%
11/7/2022Arete Wealth Advisors LLC17,997$300K0.0%N/A0.000%
11/1/2022Kestra Advisory Services LLC26,772$446K0.0%-5.4%0.000%
10/26/2022 Nelson Van Denburg & Campbell Wealth Management Group LLC41,875$698K0.1%N/A0.000%
10/25/2022 Rovin Capital UT ADV39,225$654K0.4%-2.6%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.72,708$1.21M0.0%-1.4%0.000%
10/20/2022Gladstone Institutional Advisory LLC69,374$1.16M0.1%+8.6%0.000%
10/17/2022 3EDGE Asset Management LP50,579$843K0.1%+42.5%0.000%
(Data available from 1/1/2016 forward)

CEFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CEFS shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Saba Closed-End Funds ETF. The most heavily invested institutionals were Fortress Wealth Management Inc. ($5.83M), LPL Financial LLC ($5.82M), Proficio Capital Partners LLC ($4.16M), Advisor Group Holdings Inc. ($3.72M), Envestnet Asset Management Inc. ($3.11M), Toroso Investments LLC ($2.43M), and Cetera Investment Advisers ($2.43M).Learn more on CEFS's institutional investors.

Which institutional investors have been buying Saba Closed-End Funds ETF stock?

Of the 39 institutional investors that purchased Saba Closed-End Funds ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fortress Wealth Management Inc. ($307.35K), LPL Financial LLC ($266.10K), Advisor Group Holdings Inc. ($179.57K), Proficio Capital Partners LLC ($139.75K), Arete Wealth Advisors LLC ($77.39K), Advisor Resource Council ($73.28K), and Chicago Partners Investment Group LLC ($61.58K).

How much institutional buying is happening at Saba Closed-End Funds ETF?

Institutional investors have bought a total of 1,737,294 shares in the last 24 months. This purchase volume represents approximately $31.57M in transactions.

Which Saba Closed-End Funds ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold Saba Closed-End Funds ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toroso Investments LLC ($117.29K), Envestnet Asset Management Inc. ($34.19K), Castle Rock Wealth Management LLC ($33.75K), Cetera Investment Advisers ($31.37K), Scotia Capital Inc. ($26.41K), Gladstone Institutional Advisory LLC ($14.74K), and Raymond James Financial Services Advisors Inc. ($11.44K).

How much institutional selling is happening at Saba Closed-End Funds ETF?

Institutional investors have sold a total of 340,485 shares in the last 24 months. This volume of shares sold represents approximately $6.04M in transactions.


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This page (BATS:CEFS) was last updated on 5/11/2024 by MarketBeat.com Staff

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