Institutional Ownership Cambria Global Asset Allocatio (GAA)
This table provides information about the institutional ownership of Cambria Global Asset Allocatio (GAA). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 884,023 shares, which have been reported (via 13F filing form) to have a value of $26 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
299,197
shares
|
$8.8 Million
2.02% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
249,199
shares
|
$7.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
72,423
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2024
Added 146.78%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
68,908
shares
|
$2.03 Million
0.28% of portfolio
|
Q2 2023
Reduced 16.44%
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
52,284
shares
|
$1.54 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
48,262
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2024
Added 8.23%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
32,778
shares
|
$964,000
0.06% of portfolio
|
Q2 2024
Added 17.91%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
16,620
shares
|
$488,794
0.03% of portfolio
|
Q2 2024
Added 20.4%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
15,676
shares
|
$461,031
0.18% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,762
shares
|
$375,330
0.0% of portfolio
|
Q2 2024
Reduced 43.88%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
9,413
shares
|
$276,836
0.01% of portfolio
|
Q2 2020
Reduced 7.83%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,897
shares
|
$55,790
0.0% of portfolio
|
Q2 2024
Added 3.6%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
1,856
shares
|
$54,584
0.05% of portfolio
|
Q4 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
706
shares
|
$20,763
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
706
shares
|
$20,763
0.0% of portfolio
|
Q3 2023
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
465
shares
|
$13,675
0.0% of portfolio
|
Q3 2024
Reduced 28.46%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$12,263
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
260
shares
|
$7,646
0.0% of portfolio
|
Q4 2021
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
100
shares
|
$2,941
0.0% of portfolio
|
Q2 2022
New holding
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
92
shares
|
$2,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q2 2019
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|