Purchases and Sales Made in Q1 2023 in Cambria ETF Tr Tail Risk ETF (TAIL)
This table provides information about the institutional ownership of Cambria ETF Tr Tail Risk ETF (TAIL) during Q1 2023. The information is specifically focused on institutions that hold shares of CAMBRIA ETF TR TAIL RISK ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.12M+ 785.05% |
$16M - $17.3M
|
1.26M
$14.4M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
665KNew |
$9.51M - $10.3M
|
665K
$7.57M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
387K+ 7067.77% |
$5.53M - $5.98M
|
392K
$4.47M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
191KNew |
$2.73M - $2.95M
|
191K
$2.17M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 14.26% |
$2.36M - $2.56M
|
1.32M
$15.1M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109K+ 793.18% |
$1.55M - $1.68M
|
122K
$1.39M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
83.1KNew |
$1.19M - $1.29M
|
83.1K
$947K
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
67.2KNew |
$961K - $1.04M
|
67.2K
$766K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
52.3KNew |
$748K - $809K
|
52.3K
$596K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
51.7KNew |
$739K - $799K
|
51.7K
$589K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
33.5KNew |
$479K - $519K
|
33.5K
$382K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.5K+ 19.97% |
$307K - $332K
|
129K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.6KNew |
$252K - $273K
|
17.6K
$201K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$165K - $179K
|
11.6K
$132K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.32K+ 673.92% |
$76.1K - $82.4K
|
6.11K
$69.6K
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.9K+ 9.41% |
$27.2K - $29.4K
|
22.1K
$252K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.32KNew |
$18.9K - $20.4K
|
1.32K
$15K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
391+ 50.45% |
$5.59K - $6.05K
|
1.17K
$13.3K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
166+ 84.26% |
$2.37K - $2.57K
|
363
$4.13K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
98New |
$1.4K - $1.52K
|
98
$1.12K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34New |
$486 - $526
|
34
$387
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
28New |
$400 - $433
|
28
$319
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7+ 0.51% |
$100 - $108
|
1.38K
$15.7K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$28.6 - $30.9
|
574
$6.54K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-611- 10.2% |
$8.74K - $9.45K
|
5.38K
$61.2K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-658- 2.09% |
$9.41K - $10.2K
|
30.8K
$351K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 8.82% |
$10.7K - $11.6K
|
7.76K
$88.3K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.59K- 28.65% |
$22.7K - $24.6K
|
3.96K
$45.1K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 21.28% |
$31.4K - $34K
|
8.13K
$92.6K
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-2.93K- 13.64% |
$41.8K - $45.2K
|
18.5K
$211K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.96K- 34.82% |
$42.3K - $45.7K
|
5.53K
$63K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.32K- 4.44% |
$47.5K - $51.4K
|
71.5K
$815K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.03K- 39.75% |
$57.7K - $62.4K
|
6.11K
$69.6K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.54K- 1.52% |
$64.9K - $70.2K
|
294K
$3.35M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 30.15% |
$71.5K - $77.3K
|
11.6K
$132K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.4K- 31.27% |
$163K - $176K
|
25K
$285K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.6K- 12.45% |
$209K - $227K
|
103K
$1.17M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.8K- 99.92% |
$298K - $322K
|
17
$194
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 9.63% |
$430K - $465K
|
282K
$3.21M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.6K- 76.76% |
$653K - $706K
|
13.8K
$157K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-45.9K- 25.02% |
$657K - $710K
|
138K
$1.57M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-59.7K- 85.0% |
$854K - $924K
|
10.5K
$120K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77.6K- 69.49% |
$1.11M - $1.2M
|
34.1K
$388K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-104K- 12.18% |
$1.48M - $1.61M
|
749K
$8.53M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-181K- 86.95% |
$2.59M - $2.8M
|
27.2K
$310K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-325K- 62.3% |
$4.65M - $5.03M
|
197K
$2.24M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08M- 87.61% |
$15.4M - $16.7M
|
152K
$1.74M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.13M- 56.23% |
$16.1M - $17.4M
|
876K
$9.98M
|