Purchases and Sales Made in Q3 2023 in Cambria ETF Tr Emerging Shareh (EYLD)
This table provides information about the institutional ownership of Cambria ETF Tr Emerging Shareh (EYLD) during Q3 2023. The information is specifically focused on institutions that hold shares of CAMBRIA ETF TR EMERGING SHAREH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
204KNew |
$5.6M - $6.13M
|
204K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 1977.33% |
$4.07M - $4.46M
|
156K
$4.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
59.7KNew |
$1.63M - $1.79M
|
59.7K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.8K+ 12.13% |
$1.5M - $1.64M
|
506K
$16.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
53.9K+ 217.61% |
$1.48M - $1.62M
|
78.7K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
38.5KNew |
$1.05M - $1.15M
|
38.5K
$1.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
31K+ 10.01% |
$849K - $930K
|
341K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 12.77% |
$711K - $779K
|
229K
$7.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.6KNew |
$564K - $618K
|
20.6K
$657K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
14.3K+ 7.14% |
$391K - $428K
|
214K
$6.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$344K - $376K
|
12.6K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
9.28KNew |
$254K - $278K
|
9.28K
$296K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.1KNew |
$194K - $213K
|
7.1K
$227K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.66K+ 91.4% |
$183K - $200K
|
14K
$445K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.96K+ 19.47% |
$163K - $179K
|
36.6K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
3.76K+ 2.34% |
$103K - $113K
|
165K
$5.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.36K+ 24.81% |
$64.6K - $70.8K
|
11.9K
$379K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.24K+ 22.14% |
$61.2K - $67.1K
|
12.3K
$394K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.49K+ 4.09% |
$40.8K - $44.7K
|
37.9K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.48K+ 4.33% |
$40.4K - $44.3K
|
35.6K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 0.94% |
$33K - $36.1K
|
129K
$4.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.03K+ 3.42% |
$28.1K - $30.8K
|
31K
$990K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
785+ 3.17% |
$21.5K - $23.5K
|
25.6K
$816K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
541+ 3381.25% |
$14.8K - $16.2K
|
557
$17.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
503+ 1.93% |
$13.8K - $15.1K
|
26.5K
$847K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
295+ 0.62% |
$8.08K - $8.85K
|
47.8K
$1.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
275+ 0.23% |
$7.53K - $8.25K
|
119K
$3.79M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
150New |
$4.11K - $4.5K
|
150
$4.79K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
93+ 0.85% |
$2.55K - $2.79K
|
11K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.57% |
$27.4 - $30
|
29
$926
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-742- 2.04% |
$20.3K - $22.3K
|
35.7K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.17K- 3.58% |
$169K - $185K
|
166K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.4K- 83.39% |
$804K - $881K
|
5.85K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-70.3K- 5.5% |
$1.93M - $2.11M
|
1.21M
$38.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-76.8K- 79.38% |
$2.1M - $2.3M
|
19.9K
$636K
|