Purchases and Sales Made in Q4 2023 in Cambria ETF Tr Emerging Shareh (EYLD)
This table provides information about the institutional ownership of Cambria ETF Tr Emerging Shareh (EYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
454K+ 133.13% |
$12.4M - $14.2M
|
795K
$25.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
446K+ 218.55% |
$12.2M - $14M
|
651K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
108K+ 69.06% |
$2.96M - $3.38M
|
264K
$8.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
44.1K+ 56.07% |
$1.21M - $1.38M
|
123K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 11.67% |
$734K - $839K
|
256K
$8.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$644K - $736K
|
23.5K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.7KNew |
$486K - $556K
|
17.7K
$562K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1K+ 13.52% |
$440K - $503K
|
135K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 48.81% |
$355K - $406K
|
39.5K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.13K+ 23.7% |
$250K - $286K
|
47.6K
$1.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.03K+ 24.68% |
$248K - $283K
|
45.6K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.19K+ 51.54% |
$197K - $225K
|
21.1K
$671K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.72KNew |
$157K - $179K
|
5.72K
$181K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 3.06% |
$108K - $124K
|
133K
$4.22M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.72KNew |
$102K - $117K
|
3.72K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.26K+ 9.15% |
$89.3K - $102K
|
38.8K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.23K+ 29.58% |
$88.5K - $101K
|
14.1K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.71K+ 38.2% |
$74.4K - $85K
|
9.81K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.65K+ 21.48% |
$72.7K - $83.1K
|
15K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.64K+ 28.45% |
$72.4K - $82.8K
|
11.9K
$378K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.51K+ 6.62% |
$68.9K - $78.8K
|
40.4K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.72KNew |
$47.1K - $53.8K
|
1.72K
$54.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.3K+ 23.54% |
$35.6K - $40.7K
|
6.81K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13KNew |
$30.9K - $35.3K
|
1.13K
$35.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
940+ 0.19% |
$25.8K - $29.5K
|
507K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
797+ 3.76% |
$21.9K - $25K
|
22K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
614+ 5.58% |
$16.8K - $19.2K
|
11.6K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
585+ 1.89% |
$16K - $18.3K
|
31.6K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
482+ 1.89% |
$13.2K - $15.1K
|
26K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
448New |
$12.3K - $14K
|
448
$14.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
386+ 0.23% |
$10.6K - $12.1K
|
165K
$5.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
125New |
$3.43K - $3.92K
|
125
$3.97K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$1.12K - $1.29K
|
41
$1.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$27.4 - $31.4
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 0.09% |
$1.51K - $1.72K
|
59.6K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-556- 99.82% |
$15.3K - $17.4K
|
1
$31.7
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-603- 99.83% |
$16.5K - $18.9K
|
1
$31.7
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-645- 5.43% |
$17.7K - $20.2K
|
11.2K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-682- 3.31% |
$18.7K - $21.4K
|
19.9K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-807- 1.69% |
$22.1K - $25.3K
|
47K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-896- 89.6% |
$24.6K - $28.1K
|
104
$3.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.94K- 33.11% |
$53.1K - $60.7K
|
3.91K
$124K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.54K- 20.24% |
$69.7K - $79.6K
|
10K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.83K- 7.92% |
$77.5K - $88.6K
|
32.9K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.8K- 4.69% |
$214K - $245K
|
159K
$5.03M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.6KClosed |
$841K - $961K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-52.2K- 24.38% |
$1.43M - $1.64M
|
162K
$5.14M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-94.7K- 99.24% |
$2.6M - $2.97M
|
725
$23K
|