Who owns Exchange Listed Fds Tr saba int rate?
- Ticker: CEFS
- CUSIP Number: 30151e806
Tip: Access positions for across all investors
Analyze quarterly positions in Exchange Listed Fds Tr saba int rate with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Exchange Listed Fds Tr saba int rate stock
Who bought or sold Exchange Listed Fds Tr saba int rate this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 415k | $8.8M | -4% | Mar 2025 |
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| Fortress Wealth Management | 336k | $7.2M | -10% | Mar 2025 |
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| Foundations Investment Advisors | 273k | $5.8M | 2% | Mar 2025 |
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| New England Private Wealth Advisors | 255k | $5.4M | 130% | Mar 2025 |
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| Envestnet Asset Management | 216k | $4.6M | 9% | Mar 2025 |
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| Raymond James Financial | 177k | $3.8M | 18% | Mar 2025 |
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| Cetera Investment Advisers | 173k | $3.7M | 9% | Dec 2024 |
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| Thomas J. Herzfeld Advisors | 136k | $2.9M | 727% | Mar 2025 |
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| Royal Bank of Canada | 124k | $3.0M | 311% | Mar 2025 |
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| AdvisorNet Financial | 115k | $2.4M | 100% | Mar 2025 |
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| Proficio Capital Partners | 100k | $2.1M | -3% | Dec 2024 |
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| Advisor Group Holdings | 94k | $2.0M | 7% | Mar 2025 |
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| Oppenheimer & Co | 82k | $1.7M | 27% | Mar 2025 |
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| XML Financial | 81k | $1.7M | 23% | Mar 2025 |
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| Family Management Corporation | 74k | $1.6M | -5% | Mar 2025 |
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| Scotia Capital | 73k | $1.6M | 2% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 69k | $1.5M | 12% | Mar 2025 |
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| Visionary Wealth Advisors | 59k | $1.3M | 46% | Dec 2024 |
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| Financial Advisory Corp | 59k | $1.3M | 8% | Mar 2025 |
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| Chicago Partners Investment | 54k | $1.1M | 6% | Mar 2025 |
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| Napa Wealth Management | 53k | $1.1M | -5% | Mar 2025 |
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| Lido Advisors | 53k | $1.1M | 0% | Dec 2024 |
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| IHT Wealth Management | 53k | $1.1M | 0% | Dec 2024 |
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| 3EDGE Asset Management | 51k | $1.1M | -44% | Mar 2025 |
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| Lionsbridge Wealth Management | 45k | $956k | -5% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 44k | $945k | 10% | Mar 2025 |
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| Private Capital Management | 40k | $849k | 100% | Dec 2024 |
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| Triumph Capital Management | 39k | $833k | 7% | Mar 2025 |
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| Citadel Advisors | 38k | $800k | -7% | Mar 2025 |
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| Arete Wealth Advisors | 37k | $797k | 0% | Mar 2025 |
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| Principal Securities | 32k | $689k | 0% | Mar 2025 |
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| Amplius Wealth Advisors | 26k | $559k | 4% | Mar 2025 |
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| Adalta Capital Management | 26k | $558k | 0% | Mar 2025 |
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| Toroso Investments | 25k | $540k | -70% | Dec 2024 |
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| Goss Wealth Management | 23k | $499k | 1% | Dec 2024 |
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| Oregon Pacific Wealth Management | 23k | $494k | 4% | Mar 2025 |
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| Janney Montgomery Scott | 22k | $469k | -23% | Mar 2025 |
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| CSS | 21k | $441k | 0% | Dec 2024 |
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| Unified Investment Management | 21k | $439k | -1% | Mar 2025 |
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| Circle Wealth Management | 20k | $423k | 0% | Dec 2024 |
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| Cambridge Investment Research Advisors | 15k | $318k | -23% | Mar 2025 |
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| HighTower Advisors | 15k | $317k | -14% | Dec 2024 |
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| Gladstone Institutional Advisory | 15k | $310k | 0% | Dec 2024 |
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| Commonwealth Equity Services | 14k | $301k | 1% | Dec 2024 |
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| Towerpoint Wealth | 14k | $292k | 0% | Mar 2025 |
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| Atria Wealth Solutions | 13k | $266k | -1% | Mar 2025 |
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| Stifel Financial | 11k | $244k | 13% | Dec 2024 |
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| Thompson, Siegel, & Walmsley | 10k | $213k | 0% | Mar 2025 |
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| Hilltop Holdings | 9.4k | $201k | 0% | Mar 2025 |
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| Columbus Macro | 7.0k | $3.8M | -24% | Mar 2025 |
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| Morgan Stanley | 4.5k | $119k | 100% | Dec 2024 |
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| Nbc Securities | 4.0k | $86k | 101125% | Mar 2025 |
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| Anfield Capital Management | 4.0k | $85k | 0% | Dec 2024 |
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| Future Financial Wealth Managment | 3.2k | $68k | 8% | Mar 2025 |
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| Quent Capital | 2.9k | $61k | 100% | Mar 2025 |
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| Steward Partners Investment Advisory | 2.8k | $60k | 0% | Dec 2024 |
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| Hexagon Capital Partners | 2.4k | $51k | 0% | Mar 2025 |
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| Farther Finance Advisors | 2.3k | $50k | 5% | Mar 2025 |
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| Harbour Investments | 1.5k | $32k | 0% | Mar 2025 |
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| Atlantic Trust | 1.0k | $22k | -2% | Dec 2024 |
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| Assetmark | 703.00 | $15k | 100% | Dec 2024 |
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| FTB Advisors | 607.00 | $13k | -3% | Mar 2025 |
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| Bank of America Corporation | 518.00 | $11k | 100% | Dec 2024 |
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| Cary Street Partner Investment Advisory | 460.00 | $9.9k | -98% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 126.00 | $2.7k | -43% | Dec 2024 |
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| Winmill & Co | 100.00 | $2.1k | 0% | Dec 2024 |
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| UBS Group | 4.00 | $85.000000 | -96% | Mar 2025 |
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| Wells Fargo & Company | 1.00 | $14.000000 | 0% | Mar 2025 |
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Who sold out of Exchange Listed Fds Tr saba int rate?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Grimes & Company | Dec 2024 | 30k | $648k |
| Kestra Advisory Services | Sep 2024 | 28k | $626k |
| J.w. Cole Advisors | Dec 2024 | 22k | $479k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Dec 2024 | 14k | $308k |
| Consolidated Portfolio Review Corp | Dec 2024 | 12k | $248k |