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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1384 - 2023-12-31 416,934 $7,909,000 84,609
   Fortress Wealth Management Inc. 9 - 2024-03-31 334,119 $6,906,000 26,773
   ENVESTNET ASSET MANAGEMENT INC 2058 - 2023-12-31 203,616 $3,863,000 25,855
   Proficio Capital Partners LLC 39 - 2023-12-31 190,570 $3,615,000 61,540
   THOMAS J. HERZFELD ADVISORS, INC. 27 - 2023-12-31 155,803 $2,956,000 108,812
   Cetera Investment Advisers 666 - 2023-12-31 143,644 $2,725,000 9,529
   Advisor Group Holdings Inc. 1669 - 2023-12-31 135,182 $2,564,000 -133,766
   Toroso Investments LLC 306 - 2023-12-31 124,425 $2,360,000 -14,114
   3EDGE Asset Management LP 29 - 2023-12-31 77,788 $1,476,000 3,661
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1818 - 2023-12-31 67,497 $1,280,000 2,250
   Chicago Partners Investment Group LLC 279 - 2023-12-31 61,583 $1,171,000 11,323
   SCOTIA CAPITAL INC. 443 - 2023-12-31 56,386 $1,070,000 6,227
   RIVERNORTH CAPITAL MANAGEMENT, INC. 197 *New 2023-12-31 55,200 $1,047,000 55,200
   IHT Wealth Management LLC 379 - 2023-12-31 53,871 $1,022,000 3,537
   MORGAN STANLEY 4779 - 2023-12-31 52,602 $998,000 4,169
   OPPENHEIMER & CO INC 717 - 2023-12-31 51,074 $969,000 11,392
   FINANCIAL ADVISORY CORP /UT/ /ADV 44 - 2023-12-31 50,372 $956,000 -1,237
   Lionsbridge Wealth Management LLC 42 *New 2023-12-31 48,531 $921,000 48,531
   Consolidated Portfolio Review Corp 119 - 2023-12-31 46,114 $875,000 819
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1366 - 2024-03-31 35,354 $731,000 8,243
   Arete Wealth Advisors LLC 320 - 2023-12-31 37,287 $707,000 37,287
   Nelson Van Denburg & Campbell Wealth Management Gr 288 - 2023-12-31 34,050 $646,000 -351
   RAYMOND JAMES & ASSOCIATES 2774 - 2023-12-31 33,575 $637,000 3,394
   Gladstone Institutional Advisory LLC 385 - 2023-12-31 30,767 $584,000 -8,362
   Kestra Advisory Services LLC 1463 - 2023-12-31 28,873 $548,000 28
   Amplius Wealth Advisors LLC 95 - 2024-03-31 24,461 $506,000 512
   Adalta Capital Management LLC 51 - 2023-12-31 25,635 $486,000 -2,000
   FINANCIAL NETWORK 1923 - 2023-12-31 24,625 $467,000 5,018
   Atria Wealth Solutions Inc. 1257 - 2023-12-31 23,622 $448,000 -2,274
   PRINCIPAL SECURITIES INC. 631 - 2023-12-31 23,570 $447,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2329 - 2023-12-31 21,420 $406,000 787
   CSS LLC/IL 245 - 2023-12-31 20,598 $391,000 0
   Circle Wealth Management LLC 154 - 2023-12-31 19,748 $375,000 0
   HIGHTOWER ADVISORS, LLC 2556 *New 2023-12-31 17,661 $335,000 17,661
   Goss Wealth Management LLC 1509 - 2023-12-31 16,667 $318,000 -8,697
   Lido Advisors LLC 973 *New 2023-12-31 13,615 $258,000 13,615
   ROYAL BANK OF CANADA 4345 - 2023-12-31 12,105 $230,000 852
   XML Financial LLC 299 - 2023-12-31 12,063 $229,000 317
   COMMONWEALTH EQUITY SERVICES LLC. 3381 - 2023-12-31 11,244 $213,000 -3,782
   FAMILY MANAGEMENT CORP 132 *New 2023-12-31 10,722 $203,000 10,722
   THOMPSON SIEGEL & WALMSLEY LLC 346 - 2023-12-31 10,000 $190,000 5,000
   Ahrens Investment Partners LLC 178 - 2023-03-31 7,831 $143,000 -8,819
   ADVISORY SERVICES NETWORK, LLC 1531 *New 2023-12-31 6,156 $117,000 6,156
   Steward Partners Investment Advisory LLC 1957 - 2023-12-31 2,807 $53,000 530
   Fortitude Family Office LLC 148 - 2024-03-31 2,495 $52,000 -601
   Hexagon Capital Partners LLC 432 - 2024-03-31 2,400 $50,000 0
   COMERICA BANK 2762 - 2023-12-31 2,177 $41,000 0
   NBC SECURITIES INC. 1272 - 2024-03-31 1,596 $32,000 25
   HARBOUR INVESTMENTS INC. 1710 - 2023-12-31 1,500 $28,000 0
   FTB Advisors Inc. 1555 *New 2023-12-31 570 $11,000 570
   Main Street Group LTD 537 - 2023-12-31 300 $6,000 0
   Register Financial Advisors LLC 613 - 2024-03-31 260 $5,000 260
   Geneos Wealth Management Inc. *New 2023-12-31 39 $1,000 39
   WELLS FARGO & CO/MN 5951 - 2023-12-31 1 $0 0
   UBS Group AG 7353 - 2023-12-31 4 $0 -362
   Cresset Asset Management LLC 1818 *Closed 2023-12-31 0 $0 -26,205
   PROEQUITIES INC. 5699 - 2023-12-31 0 $0 0
   FMR LLC 5044 *Closed 2023-12-31 0 $0 -1
  58 Records found
  1    
  Page 1 of 1
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