Free Trial

Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Saba Closed-End Funds ETF logo
$20.16 -1.84 (-8.35%)
Closing price 11:16 AM Eastern
Extended Trading
$20.40 +0.23 (+1.17%)
As of 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$57.67M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$19.92M
Get CEFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Saba Closed-End Funds ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CEFS Institutional Buying and Selling by Quarter

Saba Closed-End Funds ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC22,000$469K0.0%-23.0%0.178%
4/17/2025 Columbus Macro LLC6,957$148K0.0%-24.3%0.056%
4/16/2025 Wealth Enhancement Advisory Services LLC68,728$1.47M0.0%+12.0%0.557%
4/10/2025 Amplius Wealth Advisors LLC26,202$559K0.1%+3.6%0.212%
4/9/2025 NBC Securities Inc.4,049$86K0.0%+101,125.0%0.033%
4/7/2025 AdvisorNet Financial Inc114,571$2.44M0.2%N/A0.928%
4/4/2025 Quent Capital LLC2,850$61K0.0%N/A0.023%
3/17/2025 Wealth Enhancement Advisory Services LLC61,358$1.31M0.0%+4.8%0.511%
2/17/2025Visionary Wealth Advisors59,416$1.27M0.1%+46.2%0.642%
2/17/2025Tidal Investments LLC25,212$540K0.0%-70.5%0.273%
2/17/2025Private Capital Management LLC39,637$849K0.1%N/A0.429%
2/17/2025Napa Wealth Management56,396$1.21M0.5%+29.7%0.610%
2/17/2025Family Management Corp77,339$1.66M0.3%-5.1%0.836%
2/17/2025Cetera Investment Advisers173,170$3.71M0.0%+9.4%1.872%
2/17/2025Citadel Advisors LLC40,360$865K0.0%+30.1%0.436%
2/17/2025Cary Street Partners Financial LLC35,869$768K0.0%N/A0.388%
2/14/2025Talon Private Wealth LLC36,501$782K0.3%N/A0.395%
2/14/2025Stifel Financial Corp11,411$244K0.0%+12.7%0.123%
2/13/2025Scotia Capital Inc.71,441$1.53M0.0%+4.9%0.772%
2/13/2025Raymond James Financial Inc.150,028$3.21M0.0%N/A1.622%
2/13/2025Envestnet Asset Management Inc.198,372$4.25M0.0%+7.2%2.145%
2/12/2025Arete Wealth Advisors LLC37,487$802K0.1%-1.4%0.405%
2/12/2025Thomas J. Herzfeld Advisors Inc.16,448$352K0.1%-9.2%0.178%
2/11/2025LPL Financial LLC430,086$9.21M0.0%-13.8%4.650%
2/10/2025 Farther Finance Advisors LLC2,220$48K0.0%+36.2%0.024%
2/7/2025HighTower Advisors LLC14,791$317K0.0%-13.6%0.160%
2/7/2025New England Private Wealth Advisors LLC110,748$2.37M0.4%+639.2%1.197%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,400$308K0.0%N/A0.156%
2/6/2025Raymond James Financial Inc.150,028$3.21M0.0%N/A1.622%
2/6/2025Proficio Capital Partners LLC100,271$2.15M0.0%-3.0%1.084%
2/6/2025Unified Investment Management20,872$447K0.5%N/A0.226%
2/5/2025Proficio Capital Partners LLC1,290,785$27.65M0.0%+1,148.2%13.954%
2/5/2025Oppenheimer & Co. Inc.64,656$1.39M0.0%+4.2%0.699%
1/31/20253EDGE Asset Management LP91,127$1.95M0.1%-4.2%0.985%
1/31/2025J.W. Cole Advisors Inc.22,346$479K0.0%-8.8%0.242%
1/30/2025Principal Securities Inc.32,186$689K0.0%+5.1%0.348%
1/27/2025Consolidated Portfolio Review Corp11,554$247K0.0%-3.9%0.125%
1/24/2025 Columbus Macro LLC9,194$197K0.0%N/A0.099%
1/24/2025Oregon Pacific Wealth Management LLC22,203$476K0.5%N/A0.240%
1/24/2025Chicago Partners Investment Group LLC50,906$1.10M0.0%-21.0%0.550%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
1/22/2025Fortress Wealth Management Inc.371,478$7.96M3.9%+9.0%4.016%
1/22/2025Foundations Investment Advisors LLC268,378$5.75M0.1%+23.4%2.901%
1/21/2025 Grimes & Company Inc.30,273$648K0.0%+27.6%0.327%
1/17/2025Avior Wealth Management LLC40,165$860K0.0%+11.7%0.434%
1/17/2025 Janney Montgomery Scott LLC28,568$612K0.0%N/A0.309%
1/17/2025XML Financial LLC65,746$1.41M0.1%+105.3%0.711%
1/16/2025Lionsbridge Wealth Management LLC44,620$956K0.8%-5.3%0.482%
1/14/2025Rovin Capital UT ADV54,715$1.17M0.4%+6.5%0.592%
1/13/2025 Future Financial Wealth Managment LLC2,950$63K0.0%+47.5%0.032%
12/3/2024Rivernorth Capital Management LLC55,200$1.23M0.1%-79.0%0.597%
11/25/2024Tidal Investments LLC85,431$1.90M0.0%-5.7%0.924%
11/18/2024Arete Wealth Advisors LLC38,000$844K0.1%-2.0%0.411%
11/15/2024Stifel Financial Corp10,127$225K0.0%N/A0.109%
11/15/2024Rivernorth Capital Management LLC55,200$1.23M0.1%-79.0%0.597%
11/15/2024HighTower Advisors LLC17,111$379K0.0%-5.0%0.185%
11/15/2024Hilltop Holdings Inc.9,194$205K0.0%N/A0.099%
11/7/2024Napa Wealth Management43,489$968K0.5%+34.4%0.470%
11/6/2024Oppenheimer & Co. Inc.62,061$1.38M0.0%+14.9%0.671%
11/2/2024XML Financial LLC32,026$713K0.1%+79.1%0.346%
11/1/2024Proficio Capital Partners LLC103,411$2.30M0.2%-54.2%1.118%
11/1/2024Lionsbridge Wealth Management LLC47,102$1.05M0.8%-3.0%0.509%
10/29/2024Chicago 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%
10/28/2024Gladstone Institutional Advisory LLC14,463$322K0.0%-27.5%0.156%
10/24/2024J.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%
10/24/2024Consolidated Portfolio Review Corp12,029$268K0.1%-18.6%0.130%
10/23/2024 Grimes & Company Inc.23,723$528K0.0%+14.4%0.256%
10/21/2024Calton & Associates Inc.9,024$201K0.1%N/A0.098%
10/21/2024Foundations 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%
8/8/2024J.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%
8/2/2024Foundations Investment Advisors LLC193,067$4.11M0.1%N/A2.087%
8/1/2024Consolidated Portfolio Review Corp14,775$315K0.1%-66.6%0.160%
7/31/2024Anfield Capital Management LLC3,021$64K0.0%N/A0.033%
7/26/2024Proficio Capital Partners LLC226,002$4.81M0.5%+12.3%2.443%
7/23/2024XML Financial LLC17,885$381K0.0%+11.5%0.193%
7/18/2024Rovin 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%
5/17/2024XML 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%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
5/7/2024Oppenheimer & Co. Inc.43,701$903K0.0%-14.4%0.472%
5/3/2024Proficio Capital Partners LLC201,285$4.16M0.5%+5.6%2.176%
4/30/2024Consolidated Portfolio Review Corp44,261$915K0.2%-4.0%0.481%
4/30/2024J.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%
4/22/2024Rovin Capital UT ADV53,135$1.10M0.4%+5.5%0.578%
4/22/2024PFG 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%
3/12/2024Rovin Capital UT ADV50,372$956K0.4%-2.4%0.781%
(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, 63 institutional investors and hedge funds held shares of Saba Closed-End Funds ETF. The most heavily invested institutionals were LPL Financial LLC ($9.21M), Fortress Wealth Management Inc. ($7.96M), Foundations Investment Advisors LLC ($5.75M), Envestnet Asset Management Inc. ($4.25M), Cetera Investment Advisers ($3.71M), Raymond James Financial Inc. ($3.21M), and AdvisorNet Financial Inc ($2.44M).Learn more on CEFS's institutional investors.

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

Of the 55 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: Proficio Capital Partners LLC ($1.35M), Fortress Wealth Management Inc. ($352.08K), Raymond James Financial Inc. ($300.06K), Foundations Investment Advisors LLC ($268.38K), LPL Financial LLC ($246.03K), AdvisorNet Financial Inc ($114.57K), and New England Private Wealth Advisors LLC ($95.77K).

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

Institutional investors have bought a total of 3,799,565 shares in the last 24 months. This purchase volume represents approximately $78.12M in transactions.

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

Of the 31 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: Rivernorth Capital Management LLC ($416.42K), Proficio Capital Partners LLC ($125.73K), Toroso Investments LLC ($117.29K), Tidal Investments LLC ($82.83K), Envestnet Asset Management Inc. ($74.74K), LPL Financial LLC ($68.69K), and Cetera Investment Advisers ($59.85K).

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

Institutional investors have sold a total of 1,097,691 shares in the last 24 months. This volume of shares sold represents approximately $23.29M in transactions.



This page (BATS:CEFS) was last updated on 4/21/2025 by MarketBeat.com Staff
From Our Partners