There is a long list of 289 institutional holders of CEF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CEF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CEF table below, the initial column indicates the name of each top institutional holder of CEF, with a link to that fund's top holdings. The next columns indicate the amount of CEF stock held by each of the institutional holders of CEF, followed by the CEF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
CENTRAL TRUST Co | 7,905,114 | $160,790 | 03/31/2024 |
CEF | 7,905,114 | $160,790 | 03/31/2024 |
Simplicity Wealth LLC | 5,922,232 | $120,458 | 03/31/2024 |
CEF | 5,922,232 | $120,458 | 03/31/2024 |
Bleakley Financial Group LLC | 6,019,273 | $115,269 | 12/31/2023 |
CEF | 6,019,273 | $115,269 | 12/31/2023 |
Sawtooth Solutions LLC | 6,018,612 | $115,256 | 12/31/2023 |
CEF | 6,018,612 | $115,256 | 12/31/2023 |
Parallax Volatility Advisers L.P. | 3,995,433 | $76,513 | 12/31/2023 |
CEF | 3,995,433 | $76,513 | 12/31/2023 |
Royal Bank of Canada | 3,678,999 | $70,453 | 12/31/2023 |
CEF | 3,678,999 | $70,453 | 12/31/2023 |
Bluefin Capital Management LLC | 2,884,611 | $55,529 | 12/31/2023 |
CEF | 2,884,611 | $55,529 | 12/31/2023 |
Morgan Stanley | 2,788,381 | $53,398 | 12/31/2023 |
CEF | 2,788,381 | $53,398 | 12/31/2023 |
Boothbay Fund Management LLC | 2,016,646 | $38,619 | 12/31/2023 |
CEF | 2,016,646 | $38,619 | 12/31/2023 |
Jupiter Asset Management Ltd. | 2,008,146 | $38,456 | 12/31/2023 |
CEF | 2,008,146 | $38,456 | 12/31/2023 |
Ameriprise Financial Inc. | 1,811,681 | $34,679 | 12/31/2023 |
CEF | 1,811,681 | $34,679 | 12/31/2023 |
Shufro Rose & Co. LLC | 1,637,836 | $31,365 | 12/31/2023 |
CEF | 1,637,836 | $31,365 | 12/31/2023 |
Managed Asset Portfolios LLC | 1,370,715 | $26,249 | 12/31/2023 |
CEF | 1,370,715 | $26,249 | 12/31/2023 |
Baird Financial Group Inc. | 1,269,167 | $24,305 | 12/31/2023 |
CEF | 1,269,167 | $24,305 | 12/31/2023 |
Jane Street Group LLC | 1,254,274 | $24,019 | 12/31/2023 |
CEF | 1,254,274 | $24,019 | 12/31/2023 |
Advisor Group Holdings Inc. | 985,247 | $18,868 | 12/31/2023 |
CEF | 985,247 | $18,868 | 12/31/2023 |
Evergreen Capital Management LLC | 874,769 | $16,752 | 12/31/2023 |
CEF | 874,769 | $16,752 | 12/31/2023 |
Howland Capital Management LLC | 869,960 | $16,660 | 12/31/2023 |
CEF | 869,960 | $16,660 | 12/31/2023 |
Sprott Inc. | 760,415 | $14,567 | 12/31/2023 |
CEF | 760,415 | $14,567 | 12/31/2023 |
Bank of America Corp DE | 759,440 | $14,543 | 12/31/2023 |
CEF | 759,440 | $14,543 | 12/31/2023 |
Engrave Wealth Partners LLC | 737,194 | $14,117 | 12/31/2023 |
CEF | 737,194 | $14,117 | 12/31/2023 |
LPL Financial LLC | 720,971 | $13,807 | 12/31/2023 |
CEF | 720,971 | $13,807 | 12/31/2023 |
Raymond James & Associates | 677,134 | $13,773 | 03/31/2024 |
CEF | 677,134 | $13,773 | 03/31/2024 |
Cheviot Value Management LLC | 700,911 | $13,620 | 12/31/2023 |
CEF | 700,911 | $13,620 | 12/31/2023 |
Wells Fargo & Company MN | 692,114 | $13,254 | 12/31/2023 |
CEF | 692,114 | $13,254 | 12/31/2023 |
Private Advisor Group LLC | 671,736 | $12,864 | 12/31/2023 |
CEF | 671,736 | $12,864 | 12/31/2023 |
PYA Waltman Capital LLC | 594,459 | $11,384 | 12/31/2023 |
CEF | 594,459 | $11,384 | 12/31/2023 |
Beaumont Financial Advisors LLC | 566,908 | $10,856 | 12/31/2023 |
CEF | 566,908 | $10,856 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 486,522 | $9,896 | 03/31/2024 |
CEF | 486,522 | $9,896 | 03/31/2024 |
PFG Investments LLC | 476,421 | $9,690 | 03/31/2024 |
CEF | 476,421 | $9,690 | 03/31/2024 |
Cannell Peter B & Co. Inc. | 478,200 | $9,158 | 12/31/2023 |
CEF | 478,200 | $9,158 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 477,232 | $9,139 | 12/31/2023 |
CEF | 477,232 | $9,139 | 12/31/2023 |
Cohen & Steers Inc. | 452,497 | $8,665 | 12/31/2023 |
CEF | 452,497 | $8,665 | 12/31/2023 |
Neuberger Berman Group LLC | 422,720 | $8,095 | 12/31/2023 |
CEF | 422,720 | $8,095 | 12/31/2023 |
National Bank of Canada FI | 401,970 | $7,587 | 12/31/2023 |
CEF | 401,970 | $7,587 | 12/31/2023 |
New Harbor Financial Group LLC | 382,779 | $7,330 | 12/31/2023 |
CEF | 382,779 | $7,330 | 12/31/2023 |
CIBC World Markets Inc. | 375,993 | $7,200 | 12/31/2023 |
CEF | 375,993 | $7,200 | 12/31/2023 |
Euro Pacific Asset Management LLC | 360,344 | $6,893 | 12/31/2023 |
CEF | 360,344 | $6,893 | 12/31/2023 |
Commonwealth Equity Services LLC | 331,702 | $6,352 | 12/31/2023 |
CEF | 331,702 | $6,352 | 12/31/2023 |
Cadence Wealth Management LLC | 314,116 | $6,015 | 12/31/2023 |
CEF | 314,116 | $6,015 | 12/31/2023 |
Hollencrest Capital Management | 313,460 | $6,003 | 12/31/2023 |
CEF | 313,460 | $6,003 | 12/31/2023 |
Sapient Capital LLC | 254,414 | $5,175 | 03/31/2024 |
CEF | 254,414 | $5,175 | 03/31/2024 |
Kestra Advisory Services LLC | 252,843 | $4,842 | 12/31/2023 |
CEF | 252,843 | $4,842 | 12/31/2023 |
TIAA Trust National Association | 247,032 | $4,731 | 12/31/2023 |
CEF | 247,032 | $4,731 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 230,481 | $4,688 | 03/31/2024 |
CEF | 230,481 | $4,688 | 03/31/2024 |
Brookstone Capital Management | 226,687 | $4,611 | 03/31/2024 |
CEF | 226,687 | $4,611 | 03/31/2024 |
NewEdge Wealth LLC | 237,472 | $4,548 | 12/31/2023 |
CEF | 237,472 | $4,548 | 12/31/2023 |
Beacon Pointe Advisors LLC | 228,722 | $4,380 | 12/31/2023 |
CEF | 228,722 | $4,380 | 12/31/2023 |
Level Four Advisory Services LLC | 227,554 | $4,358 | 12/31/2023 |
CEF | 227,554 | $4,358 | 12/31/2023 |
HighTower Advisors LLC | 227,172 | $4,352 | 12/31/2023 |
CEF | 227,172 | $4,352 | 12/31/2023 |
See All: Funds Holding CEF
See Details: Top 10 Hedge Funds Holding CEF
Also See: CEF Holdings Changes
Free CEF Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |