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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Saba Closed-End Funds ETF logo
$21.76
-0.13 (-0.59%)
(As of 11/4/2024 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)
33
Total
Institutional Inflows
(last 12 months)
$21.14M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.40M
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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
11/2/2024 XML Financial LLC32,026$713K0.1%+79.1%0.346%
11/1/2024 Proficio Capital Partners LLC103,411$2.30M0.2%-54.2%1.118%
11/1/2024 Lionsbridge Wealth Management LLC47,102$1.05M0.8%-3.0%0.509%
10/29/2024 Chicago Partners Investment Group LLC64,427$1.43M0.0%+3.1%0.697%
10/29/2024 Farther Finance Advisors LLC1,630$36K0.0%N/A0.018%
10/28/2024 Gladstone Institutional Advisory LLC14,463$322K0.0%-27.5%0.156%
10/24/2024 J.W. Cole Advisors Inc.24,498$545K0.0%+74.0%0.265%
10/24/2024 Wealth Enhancement Advisory Services LLC58,531$1.30M0.0%+36.1%0.633%
10/24/2024 Consolidated Portfolio Review Corp12,029$268K0.1%-18.6%0.130%
10/23/2024 Grimes & Company Inc.23,723$528K0.0%+14.4%0.256%
10/21/2024 Calton & Associates Inc.9,024$201K0.1%N/A0.098%
10/21/2024 Foundations Investment Advisors LLC217,417$4.84M0.1%+12.6%2.350%
10/18/2024Fortress Wealth Management Inc.340,909$7.59M3.8%+4.3%3.686%
10/16/2024 Amplius Wealth Advisors LLC24,984$556K0.1%+2.0%0.270%
10/15/2024 NBC Securities Inc.3,827$85K0.0%+62.4%0.041%
10/8/2024 Future Financial Wealth Managment LLC2,000$44K0.0%N/A0.022%
8/22/2024Cetera Investment Advisers147,030$3.13M0.0%-23.6%1.590%
8/8/2024 J.W. Cole Advisors Inc.14,081$300K0.0%+42.4%0.152%
8/8/2024Envestnet Asset Management Inc.168,398$3.59M0.0%-30.2%1.821%
8/2/2024 Foundations Investment Advisors LLC193,067$4.11M0.1%N/A2.087%
8/1/2024 Consolidated Portfolio Review Corp14,775$315K0.1%-66.6%0.160%
7/31/2024Anfield Capital Management LLC3,021$64K0.0%N/A0.033%
7/26/2024 Proficio Capital Partners LLC226,002$4.81M0.5%+12.3%2.443%
7/23/2024 XML Financial LLC17,885$381K0.0%+11.5%0.193%
7/18/2024 Rovin Capital UT ADV51,786$1.10M0.5%-2.5%0.560%
7/16/2024Fortress Wealth Management Inc.326,745$6.96M3.6%-2.2%3.532%
7/16/2024 Wealth Enhancement Advisory Services LLC43,014$916K0.0%+21.7%0.465%
5/24/2024Cetera Advisors LLC66,507$1.38M0.0%N/A0.719%
5/24/2024Cetera Investment Advisers192,425$3.98M0.0%+34.0%2.080%
5/17/2024 XML Financial LLC16,043$332K0.0%+33.0%0.173%
5/17/2024Adalta Capital Management LLC26,135$540K0.3%+2.0%0.283%
5/17/2024Tidal Investments LLC107,011$2.21M0.0%-14.0%1.157%
5/7/2024Oppenheimer & 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%
4/23/2024Raymond 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%
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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%
2/12/2024Fortress Wealth Management Inc.307,346$5.83M3.2%N/A4.765%
2/9/2024 Gladstone Institutional Advisory LLC30,767$584K0.0%-21.4%0.477%
2/7/2024 NBC Securities Inc.1,571$29K0.0%N/A0.024%
2/7/2024Thompson Siegel & Walmsley LLC10,000$190K0.0%+100.0%0.155%
2/7/2024 Principal 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%
1/16/2024Raymond James Financial Services Advisors Inc.67,497$1.28M0.0%+3.4%1.046%
1/16/2024Raymond 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%
11/8/2023Oppenheimer & Co. Inc.39,682$695K0.0%+7.2%0.615%
11/6/2023 XML 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%
10/24/2023Raymond James Financial Services Advisors Inc.65,247$1.14M0.0%-3.4%1.012%
10/24/2023Raymond James & Associates30,181$529K0.0%+5.8%0.468%
10/23/2023Commonwealth Equity Services LLC15,026$263K0.0%+12.9%0.233%
10/18/2023 Proficio Capital Partners LLC129,030$2.26M0.3%+123.6%2.000%
10/17/2023Avior 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%
8/10/2023Thompson 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%
7/25/2023Raymond James Financial Services Advisors Inc.67,518$1.25M0.0%-1.0%1.195%
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7/25/2023Raymond James & Associates28,519$526K0.0%+26.1%0.505%
7/19/2023Nelson 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%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC34,693$633K0.0%-7.2%0.614%
(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, 46 institutional investors and hedge funds held shares of Saba Closed-End Funds ETF. The most heavily invested institutionals were Fortress Wealth Management Inc. ($7.59M), LPL Financial LLC ($5.82M), Foundations Investment Advisors LLC ($4.84M), Advisor Group Holdings Inc. ($3.72M), Envestnet Asset Management Inc. ($3.59M), Cetera Investment Advisers ($3.13M), and Toroso Investments LLC ($2.43M).Learn more on CEFS's institutional investors.

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

Of the 41 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. ($321.51K), LPL Financial LLC ($266.10K), Foundations Investment Advisors LLC ($217.42K), Advisor Group Holdings Inc. ($179.57K), Proficio Capital Partners LLC ($164.46K), Arete Wealth Advisors LLC ($77.39K), and Cetera Advisors LLC ($66.51K).

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

Institutional investors have bought a total of 1,990,431 shares in the last 24 months. This purchase volume represents approximately $37.79M in transactions.

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

Of the 23 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: Proficio Capital Partners LLC ($122.59K), Toroso Investments LLC ($117.29K), Envestnet Asset Management Inc. ($74.74K), Cetera Investment Advisers ($59.85K), Consolidated Portfolio Review Corp ($34.93K), Gladstone Institutional Advisory LLC ($20.21K), and Scotia Capital Inc. ($19.87K).

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

Institutional investors have sold a total of 539,709 shares in the last 24 months. This volume of shares sold represents approximately $10.83M in transactions.


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