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Get Institutions for : 
Saba Closed End Funds Etf (CEFS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    7
Total shares held : 
 2,798,066  
% of shares held : 
 24.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 651,924  
% of shares held change : 
   5.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 461,411
 16.49%
 
Increased Positions :
24
 391,924
 14.01%
 
Unchanged Positions :
10
 73,390
 2.62%
 
Decreased Positions :
10
-174,945
-6.25%
 
Closed Positions :
3
-26,466
-0.95%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1355 - 2024-03-31 464,231 $9,596,000 47,297
   Fortress Wealth Management Inc. 9 - 2024-03-31 334,119 $6,906,000 26,773
   ENVESTNET ASSET MANAGEMENT INC 1967 - 2024-03-31 241,314 $4,988,000 37,698
   Proficio Capital Partners LLC 46 - 2024-03-31 201,285 $4,161,000 10,715
   3EDGE Asset Management LP 26 - 2024-03-31 96,422 $1,993,000 18,634
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1804 - 2024-03-31 71,966 $1,488,000 4,469
   SCOTIA CAPITAL INC. 451 - 2024-03-31 62,197 $1,286,000 5,811
   Chicago Partners Investment Group LLC 281 - 2024-03-31 62,454 $1,245,000 871
   FINANCIAL ADVISORY CORP /UT/ /ADV 45 - 2024-03-31 53,135 $1,098,000 2,763
   Lionsbridge Wealth Management LLC 38 - 2024-03-31 48,933 $1,011,000 402
   Lido Advisors LLC 580 - 2024-03-31 48,470 $1,002,000 34,855
   FAMILY MANAGEMENT CORP 76 - 2024-03-31 41,268 $853,000 30,546
   RAYMOND JAMES & ASSOCIATES 2698 - 2024-03-31 39,937 $825,000 6,362
   Arete Wealth Advisors LLC 233 - 2024-03-31 39,544 $817,000 2,257
   Nelson Van Denburg & Campbell Wealth Management Gr 356 - 2024-03-31 35,477 $733,000 1,427
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1366 - 2024-03-31 35,354 $731,000 8,243
   FINANCIAL NETWORK 1758 - 2024-03-31 31,158 $644,000 6,533
   Adalta Capital Management LLC 50 - 2024-03-31 26,135 $540,000 500
   PRINCIPAL SECURITIES INC. 652 - 2024-03-31 24,609 $509,000 1,039
   Amplius Wealth Advisors LLC 95 - 2024-03-31 24,461 $506,000 512
   ROYAL BANK OF CANADA 3694 - 2024-03-31 16,902 $349,000 4,797
   XML Financial LLC 266 - 2024-03-31 16,043 $332,000 3,980
   COMMONWEALTH EQUITY SERVICES LLC. 3355 - 2024-03-31 12,630 $261,000 1,386
   NBC SECURITIES INC. 1272 - 2024-03-31 1,596 $32,000 25
   FTB Advisors Inc. 1379 - 2024-03-31 882 $18,000 312
   Register Financial Advisors LLC 613 - 2024-03-31 260 $5,000 260
   UBS Group AG 6833 - 2024-03-31 39 $1,000 35
  27 Records found
  1    
  Page 1 of 1
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