Saba Closed-End Funds ETF (CEFS) Institutional Ownership

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+0.17 (+0.87%)

(As of 04/18/2024 ET)

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Number of Institutional Buyers (last 12 months): 37
Total Institutional Inflows (last 12 months): $22.70M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $3.73M

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CEFS Institutional Buying and Selling by Quarter

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Saba Closed-End Funds ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/16/2024	Wealth Enhancement Advisory Services LLC	35,354	$731K	0.0%	+30.4%	0.384%
4/11/2024	Fortitude Family Office LLC	2,495	$52K	0.0%	-19.4%	0.039%
3/12/2024	Rovin Capital UT ADV	50,372	$956K	0.4%	-2.4%	0.781%
2/23/2024	Chicago Partners Investment Group LLC	61,583	$1.17M	0.1%	+22.5%	0.955%
2/14/2024	Royal Bank of Canada	12,105	$230K	0.0%	+7.6%	0.188%
2/13/2024	Envestnet Asset Management Inc.	203,616	$3.86M	0.0%	+14.5%	3.157%
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2/13/2024	Cetera Advisor Networks LLC	24,625	$467K	0.0%	+25.6%	0.382%
2/13/2024	Oppenheimer & Co. Inc.	51,074	$969K	0.0%	+28.7%	0.792%
2/12/2024	Scotia Capital Inc.	56,386	$1.07M	0.0%	+12.4%	0.874%
2/12/2024	Fortress Wealth Management Inc.	307,346	$5.83M	3.2%	N/A	4.765%
2/12/2024	Steward Partners Investment Advisory LLC	2,807	$53K	0.0%	+23.3%	0.044%
2/9/2024	Advisory Services Network LLC	6,156	$117K	0.0%	N/A	0.095%
2/9/2024	Gladstone Institutional Advisory LLC	30,767	$584K	0.0%	-21.4%	0.477%
2/7/2024	NBC Securities Inc.	1,571	$29K	0.0%	N/A	0.024%
2/7/2024	Thompson Siegel & Walmsley LLC	10,000	$190K	0.0%	+100.0%	0.155%
2/7/2024	Principal Securities Inc.	23,570	$447K	0.0%	N/A	0.365%
2/2/2024	Atria Wealth Solutions Inc.	23,622	$448K	0.0%	-8.8%	0.366%
1/29/2024	Consolidated Portfolio Review Corp	46,114	$875K	0.2%	+1.8%	0.715%
1/16/2024	3EDGE Asset Management LP	77,788	$1.48M	0.1%	+4.9%	1.206%
1/16/2024	Raymond James Financial Services Advisors Inc.	67,497	$1.28M	0.0%	+3.4%	1.046%
1/16/2024	Raymond James & Associates	33,575	$637K	0.0%	+11.2%	0.521%
1/16/2024	Lionsbridge Wealth Management LLC	48,531	$921K	0.7%	N/A	0.752%
1/12/2024	Fortitude Family Office LLC	3,096	$59K	0.0%	N/A	0.048%
1/11/2024	Amplius Wealth Advisors LLC	23,949	$454K	0.1%	+2.7%	0.371%
11/21/2023	Comerica Bank	2,177	$38K	0.0%	N/A	0.034%
11/15/2023	Toroso Investments LLC	138,539	$2.43M	0.1%	-33.2%	2.148%
11/15/2023	Adalta Capital Management LLC	27,635	$484K	0.3%	-19.9%	0.428%
11/15/2023	Scotia Capital Inc.	50,159	$879K	0.0%	+10.9%	0.778%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	46,991	$823K	0.3%	+165.8%	0.729%
11/13/2023	Consolidated Portfolio Review Corp	45,295	$794K	0.2%	-1.8%	0.702%
11/13/2023	LPL Financial LLC	332,325	$5.82M	0.0%	+16.7%	5.152%
11/13/2023	Envestnet Asset Management Inc.	177,761	$3.11M	0.0%	+4.5%	2.756%
11/8/2023	Atria Wealth Solutions Inc.	25,896	$454K	0.0%	+36.9%	0.401%
11/8/2023	Oppenheimer & Co. Inc.	39,682	$695K	0.0%	+7.2%	0.615%
11/6/2023	XML Financial LLC	11,746	$206K	0.0%	N/A	0.182%
10/26/2023	Chicago Partners Investment Group LLC	50,260	$839K	0.0%	+6.9%	0.779%
10/25/2023	Rovin Capital UT ADV	51,609	$904K	0.4%	+7.9%	0.800%
10/24/2023	Raymond James Financial Services Advisors Inc.	65,247	$1.14M	0.0%	-3.4%	1.012%
10/24/2023	Raymond James & Associates	30,181	$529K	0.0%	+5.8%	0.468%
10/23/2023	Commonwealth Equity Services LLC	15,026	$263K	0.0%	+12.9%	0.233%
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10/18/2023	Proficio Capital Partners LLC	129,030	$2.26M	0.3%	+123.6%	2.000%
10/17/2023	Avior Wealth Management LLC	34,401	$603K	0.0%	-8.0%	0.533%
10/16/2023	3EDGE Asset Management LP	74,127	$1.26M	0.1%	+5.7%	1.149%
8/24/2023	Adalta Capital Management LLC	34,485	$636K	0.4%	+13.6%	0.535%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	17,681	$326K	0.1%	-21.9%	0.274%
8/15/2023	Proficio Capital Partners LLC	57,710	$1.07M	0.1%	N/A	0.895%
8/15/2023	Royal Bank of Canada	10,851	$200K	0.0%	-22.8%	0.168%
8/11/2023	Kestra Advisory Services LLC	28,364	$523K	0.0%	+5.3%	0.440%
8/10/2023	Osaic Holdings Inc.	240,377	$4.44M	0.0%	+17.1%	3.727%
8/10/2023	Thompson Siegel & Walmsley LLC	5,000	$92K	0.0%	N/A	0.078%
8/10/2023	Cetera Advisor Networks LLC	17,852	$329K	0.0%	-12.9%	0.277%
8/10/2023	Cetera Investment Advisers	131,569	$2.43M	0.0%	-9.9%	2.040%
8/9/2023	Rovin Capital UT ADV	47,832	$882K	0.4%	+5.8%	0.742%
8/8/2023	Chicago Partners Investment Group LLC	47,029	$877K	0.0%	+34.7%	0.729%
8/4/2023	Envestnet Asset Management Inc.	170,149	$3.14M	0.0%	-1.1%	2.638%
8/3/2023	Atria Wealth Solutions Inc.	18,917	$349K	0.0%	+10.1%	0.293%
8/3/2023	Scotia Capital Inc.	45,242	$835K	0.0%	-1.5%	0.701%
7/31/2023	LPL Financial LLC	284,767	$5.25M	0.0%	+62.7%	5.040%
7/26/2023	Amplius Wealth Advisors LLC	22,792	$421K	0.1%	N/A	0.403%
7/25/2023	Raymond James Financial Services Advisors Inc.	67,518	$1.25M	0.0%	-1.0%	1.195%
7/25/2023	Raymond James & Associates	28,519	$526K	0.0%	+26.1%	0.505%
7/19/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	37,397	$690K	0.0%	+7.8%	0.662%
7/14/2023	3EDGE Asset Management LP	70,150	$1.29M	0.1%	+19.8%	1.242%
6/14/2023	Atria Wealth Solutions Inc.	17,186	$314K	0.0%	N/A	0.304%
5/23/2023	Toroso Investments LLC	226,410	$4.13M	0.1%	-17.6%	4.007%
5/22/2023	Arete Wealth Advisors LLC	27,033	$494K	0.0%	N/A	0.478%
5/16/2023	Thomas J. Herzfeld Advisors Inc.	22,630	$413K	0.2%	+43.4%	0.401%
5/16/2023	Harbour Investments Inc.	1,500	$27K	0.0%	N/A	0.027%
5/15/2023	Cetera Investment Advisers	146,024	$2.67M	0.0%	+5.7%	2.584%
5/15/2023	Gladstone Institutional Advisory LLC	46,308	$846K	0.1%	-26.5%	0.820%
5/12/2023	UBS Group AG	4,470	$82K	0.0%	N/A	0.079%
5/12/2023	NewEdge Advisors LLC	26,100	$461K	0.0%	+2.4%	0.462%
5/11/2023	Consolidated Portfolio Review Corp	47,419	$866K	0.2%	N/A	0.839%
5/11/2023	Envestnet Asset Management Inc.	171,974	$3.14M	0.0%	+10.6%	3.044%
5/11/2023	Commonwealth Equity Services LLC	13,554	$247K	0.0%	+7.2%	0.240%
5/11/2023	Scotia Capital Inc.	45,936	$839K	0.0%	-13.8%	0.813%
5/10/2023	LPL Financial LLC	174,999	$3.20M	0.0%	+102.8%	3.097%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	34,693	$633K	0.0%	-7.2%	0.614%
5/1/2023	Arete Wealth Advisors LLC	27,033	$493.57B	0.0%	N/A	0.478%
4/26/2023	Chicago Partners Investment Group LLC	34,911	$628K	0.0%	N/A	0.659%
4/24/2023	Ahrens Investment Partners LLC	7,831	$143K	0.1%	-53.0%	0.148%
4/14/2023	Raymond James Financial Services Advisors Inc.	68,210	$1.25M	0.0%	+4.5%	1.287%
4/14/2023	Raymond James & Associates	22,616	$413K	0.0%	N/A	0.427%
4/5/2023	Rovin Capital UT ADV	45,216	$826K	0.4%	+8.0%	0.853%
2/15/2023	Toroso Investments LLC	274,905	$4.74M	0.2%	+28.7%	0.000%
2/14/2023	Cetera Advisor Networks LLC	15,623	$270K	0.0%	N/A	0.000%
2/14/2023	Cetera Investment Advisers	138,105	$2.38M	0.0%	+122.6%	0.000%
2/14/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	37,388	$645K	0.0%	-10.7%	0.000%
2/10/2023	Advisor Group Holdings Inc.	215,568	$3.72M	0.0%	+498.9%	0.000%
2/9/2023	Scotia Capital Inc.	53,299	$920K	0.0%	-18.1%	0.000%
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2/9/2023	Mercer Global Advisors Inc. ADV	36,432	$629K	0.0%	N/A	0.000%
2/9/2023	Ahrens Investment Partners LLC	16,650	$287K	0.1%	N/A	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	65,287	$1.13M	0.0%	-10.2%	0.000%
2/8/2023	Oppenheimer & Co. Inc.	37,017	$639K	0.0%	+41.1%	0.000%
2/7/2023	Commonwealth Equity Services LLC	12,640	$218K	0.0%	N/A	0.000%
2/7/2023	LPL Financial LLC	86,300	$1.49M	0.0%	+30.3%	0.000%
2/7/2023	Envestnet Asset Management Inc.	155,536	$2.68M	0.0%	+20.0%	0.000%
2/6/2023	Arete Wealth Advisors LLC	23,321	$402.43B	0.0%	+29.6%	0.000%
2/1/2023	Gladstone Institutional Advisory LLC	62,997	$1.09M	0.1%	-9.2%	0.000%
1/24/2023	Rovin Capital UT ADV	41,852	$722K	0.4%	+6.7%	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, 51 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), Osaic Holdings Inc. ($4.44M), Envestnet Asset Management Inc. ($3.86M), Advisor Group Holdings Inc. ($3.72M), 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 47 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 ($270.00K), Advisor Group Holdings Inc. ($179.57K), Citadel Advisors LLC ($131.38K), Proficio Capital Partners LLC ($129.03K), Envestnet Asset Management Inc. ($108.74K), and Cetera Investment Advisers ($95.97K).
How much institutional buying is happening at Saba Closed-End Funds ETF?: Institutional investors have bought a total of 2,139,722 shares in the last 24 months. This purchase volume represents approximately $38.53M in transactions.

Which Saba Closed-End Funds ETF major shareholders have been selling company stock?: Of the 24 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), Castle Rock Wealth Management LLC ($77.88K), Envestnet Asset Management Inc. ($34.19K), Advisor Group Holdings Inc. ($33.43K), Gladstone Institutional Advisory LLC ($31.43K), Cetera Investment Advisers ($31.37K), and Scotia Capital Inc. ($27.61K).
How much institutional selling is happening at Saba Closed-End Funds ETF?: Institutional investors have sold a total of 436,636 shares in the last 24 months. This volume of shares sold represents approximately $7.90M in transactions.

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This page (BATS:CEFS) was last updated on 4/18/2024 by MarketBeat.com Staff

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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

CEFS Institutional Buying and Selling by Quarter

Saba Closed-End Funds ETF Major Shareholders & Ownership History

CEFS Institutional Ownership - Frequently Asked Questions

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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Saba Closed-End Funds ETF (BATS:CEFS)

CEFS Institutional Buying and Selling by Quarter

Saba Closed-End Funds ETF Major Shareholders & Ownership History

CEFS Institutional Ownership - Frequently Asked Questions