Purchases and Sales Made in Q1 2025 in Cambria Global Asset Allocatio (GAA)
This table provides information about the institutional ownership of Cambria Global Asset Allocatio (GAA) during Q1 2025. The information is specifically focused on institutions that hold shares of CAMBRIA GLOBAL ASSET ALLOCATIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.1KNew |
$2.56M - $2.69M
|
91.1K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.02K+ 0.77% |
$56.7K - $59.5K
|
262K
$7.78M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.99K+ 2.96% |
$56K - $58.8K
|
69.4K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706New |
$19.9K - $20.8K
|
706
$20.9K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
631+ 3.55% |
$17.7K - $18.6K
|
18.4K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
287+ 0.58% |
$8.07K - $8.47K
|
50K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
5+ 0.06% |
$141 - $148
|
8.27K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22- 95.65% |
$619 - $649
|
1
$29.7
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 10.38% |
$844 - $885
|
259
$7.68K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-80- 0.21% |
$2.25K - $2.36K
|
37.8K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-439- 22.04% |
$12.3K - $13K
|
1.55K
$46K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.34K- 21.6% |
$94K - $98.7K
|
12.1K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-7.2K- 14.2% |
$202K - $212K
|
43.5K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.5K- 4.12% |
$322K - $338K
|
267K
$7.92M
|