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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: 
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 period: 
12-31-2023 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
   Toroso Investments LLC 473 - 2024-03-31 107,011 $2,212,000 -17,414
   Advisor Group Holdings Inc. 2089 - 2024-03-31 61,598 $1,273,000 -73,584
   THOMAS J. HERZFELD ADVISORS, INC. 63 - 2024-03-31 60,998 $1,261,000 -94,805
   IHT Wealth Management LLC 386 - 2024-03-31 53,579 $1,107,000 -292
   Consolidated Portfolio Review Corp 107 - 2024-03-31 44,261 $915,000 -1,853
   OPPENHEIMER & CO INC 775 - 2024-03-31 43,701 $903,000 -7,373
   Kestra Advisory Services LLC 1548 - 2024-03-31 28,341 $586,000 -532
   Gladstone Institutional Advisory LLC 414 - 2024-03-31 23,765 $491,000 -7,002
   Atria Wealth Solutions Inc. 1319 - 2024-03-31 21,122 $437,000 -2,500
   HIGHTOWER ADVISORS, LLC 2488 - 2024-03-31 17,631 $364,000 -30
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2571 - 2024-03-31 16,798 $347,000 -4,622
   Goss Wealth Management LLC 1581 - 2024-03-31 15,825 $327,000 -842
   MORGAN STANLEY 5632 - 2024-03-31 7,230 $149,000 -45,372
   Ahrens Investment Partners LLC 178 - 2023-03-31 7,831 $143,000 -8,819
   Fortitude Family Office LLC 148 - 2024-03-31 2,495 $52,000 -601

  15 Records found
  1    
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