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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$28.1 - $30
|
1
$29.5
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.69K- 36.76% |
$132K - $140K
|
8.07K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191- 10.07% |
$5.37K - $5.72K
|
1.71K
$50.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$28.1 - $30
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
19.6K+ 40.51% |
$550K - $586K
|
67.8K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.68K+ 11.22% |
$104K - $110K
|
36.5K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 5.57% |
$390K - $416K
|
263K
$7.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.66KNew |
$74.9K - $79.8K
|
2.66K
$78.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-53- 0.32% |
$1.49K - $1.59K
|
16.6K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50.8K+ 70.14% |
$1.43M - $1.52M
|
123K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.08K- 1.36% |
$115K - $122K
|
295K
$8.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-185- 28.46% |
$5.21K - $5.54K
|
465
$13.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 2.47% |
$37.3K - $39.7K
|
52.3K
$1.54M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
92New |
$2.6K - $2.68K
|
92
$2.71K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-174- 10.19% |
$4.72K - $5.03K
|
1.53K
$45.3K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.59K+ 29.47% |
$70.4K - $75K
|
11.4K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-912- 5.5% |
$24.8K - $26.4K
|
15.7K
$462K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.86KNew |
$47.4K - $53K
|
1.86K
$54.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2KNew |
$312K - $348K
|
12.2K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.44KNew |
$36.7K - $41K
|
1.44K
$42.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 1.7% |
$12.5K - $14K
|
28.3K
$833K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
120KNew |
$3.07M - $3.43M
|
120K
$3.55M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.11K- 71.99% |
$29.2K - $30.8K
|
433
$12.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-191- 86.82% |
$5.01K - $5.28K
|
29
$856
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706New |
$18.5K - $19.5K
|
706
$20.8K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-13.6K- 16.44% |
$352K - $372K
|
68.9K
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$5.19K - $5.49K
|
200
$5.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
200New |
$5.19K - $5.49K
|
200
$5.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3KNew |
$348K - $383K
|
13.3K
$393K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3+ 0.72% |
$75.6 - $82.9
|
417
$12.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 65.0% |
$2.95K - $3.23K
|
63
$1.86K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500New |
$12.4K - $13.9K
|
500
$14.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
590+ 508.62% |
$16K - $17.6K
|
706
$20.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$2.71K - $2.99K
|
100
$2.95K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 4.55% |
$54.2 - $59.8
|
46
$1.36K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.6K- 38.3% |
$260K - $287K
|
15.5K
$456K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59.1KNew |
$1.74M - $1.85M
|
59.1K
$1.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.49KClosed |
$191K - $204K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-115Closed |
$3.38K - $3.61K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 80.0% |
$6.1K - $6.48K
|
50
$1.48K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
260New |
$7.92K - $8.43K
|
260
$7.67K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-2.67KClosed |
$78.2K - $84K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$314K - $337K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
85+ 73.91% |
$2.22K - $2.49K
|
200
$5.9K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-4.98KClosed |
$130K - $146K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.2KClosed |
$262K - $277K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250Closed |
$5.51K - $6.56K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-800- 7.83% |
$17.6K - $21K
|
9.41K
$278K
|
|
|
Aug 04, 2020
Q2 2020
|
Sepio Capital, LP
|
SELL
|
- |
-22.8KClosed |
$502K - $597K
|
0
$0
|
|