Latest Institutional Transactions on Cambria Global Asset Allocatio (GAA)
This table provides information on the latest institutional transactions involving Cambria Global Asset Allocatio (GAA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.79KNew |
$48.6K - $54.6K
|
1.79K
$55.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40KNew |
$1.09M - $1.22M
|
40K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.56KNew |
$178K - $200K
|
6.56K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$27.2 - $30.6
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
70.9KNew |
$1.93M - $2.17M
|
70.9K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
68New |
$1.85K - $2.08K
|
68
$2.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
358+ 23.05% |
$9.73K - $10.9K
|
1.91K
$58.8K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
504+ 193.85% |
$13.7K - $15.4K
|
764
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 6.95% |
$496K - $557K
|
281K
$8.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.9K- 11.21% |
$814K - $915K
|
237K
$7.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-5.4K- 12.41% |
$147K - $165K
|
38.1K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
377+ 2.05% |
$10.2K - $11.5K
|
18.8K
$579K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
252New |
$6.85K - $7.7K
|
252
$7.76K
|
|
|
Jul 29, 2025
Q2 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
SELL
|
- |
-343- 4.15% |
$9.32K - $10.5K
|
7.93K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1New |
$27.2 - $30.6
|
1
$30.8
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-532- 1.06% |
$14.5K - $16.3K
|
49.4K
$1.52M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22- 95.65% |
$619 - $649
|
1
$30.8
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-80- 0.21% |
$2.25K - $2.36K
|
37.8K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.34K- 21.6% |
$94K - $98.7K
|
12.1K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 10.38% |
$844 - $885
|
259
$7.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.1KNew |
$2.56M - $2.69M
|
91.1K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706New |
$19.9K - $20.8K
|
706
$21.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
157New |
$4.46K - $4.66K
|
157
$4.83K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.16KNew |
$203K - $212K
|
7.16K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-78- 16.77% |
$2.22K - $2.31K
|
387
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.42K - $1.48K
|
50
$1.54K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.69K- 36.76% |
$132K - $140K
|
8.07K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.66KNew |
$74.9K - $79.8K
|
2.66K
$82K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50.8K+ 70.14% |
$1.43M - $1.52M
|
123K
$3.79M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
92New |
$2.6K - $2.68K
|
92
$2.83K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-174- 10.19% |
$4.72K - $5.03K
|
1.53K
$47.2K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-912- 5.5% |
$24.8K - $26.4K
|
15.7K
$483K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.86KNew |
$47.4K - $53K
|
1.86K
$57.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2KNew |
$312K - $348K
|
12.2K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.44KNew |
$36.7K - $41K
|
1.44K
$44.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 1.7% |
$12.5K - $14K
|
28.3K
$870K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.11K- 71.99% |
$29.2K - $30.8K
|
433
$13.3K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-13.6K- 16.44% |
$352K - $372K
|
68.9K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$5.19K - $5.49K
|
200
$6.16K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
200New |
$5.19K - $5.49K
|
200
$6.16K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3+ 0.72% |
$75.6 - $82.9
|
417
$12.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 65.0% |
$2.95K - $3.23K
|
63
$1.94K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500New |
$12.4K - $13.9K
|
500
$15.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
590+ 508.62% |
$16K - $17.6K
|
706
$21.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$2.71K - $2.99K
|
100
$3.08K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 4.55% |
$54.2 - $59.8
|
46
$1.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.6K- 38.3% |
$260K - $287K
|
15.5K
$476K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59.1KNew |
$1.74M - $1.85M
|
59.1K
$1.82M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.49KClosed |
$191K - $204K
|
0
$0
|
|