Institutional Ownership Cambria Global Asset Allocatio (GAA)
This table provides information about the institutional ownership of Cambria Global Asset Allocatio (GAA). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 854,297 shares, which have been reported (via 13F filing form) to have a value of $24.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
299,212
shares
|
$8.52 Million
2.14% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
251,854
shares
|
$7.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
68,908
shares
|
$1.96 Million
0.28% of portfolio
|
Q2 2023
Reduced 16.44%
|
|
|
Professional Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
51,501
shares
|
$1.47 Million
0.44% of portfolio
|
Q1 2024
Reduced 19.7%
|
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
44,594
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
29,347
shares
|
$836,096
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
27,799
shares
|
$791,993
0.06% of portfolio
|
Q1 2024
Added 8.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
22,740
shares
|
$647,862
0.0% of portfolio
|
Q1 2024
Reduced 43.91%
|
|
|
Beacon Financial Advisory LLC
|
May 01, 2024 Q1 2024 |
15,676
shares
|
$446,609
0.24% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
13,804
shares
|
$393,275
0.03% of portfolio
|
Q1 2024
Added 9.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
11,386
shares
|
$324,387
0.0% of portfolio
|
Q1 2024
Added 29.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
9,413
shares
|
$268,176
0.01% of portfolio
|
Q2 2020
Reduced 7.83%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
1,856
shares
|
$52,877
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,831
shares
|
$52,165
0.0% of portfolio
|
Q1 2024
Reduced 28.2%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
1,534
shares
|
$43,703
0.01% of portfolio
|
Q1 2024
Reduced 10.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
706
shares
|
$20,113
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
706
shares
|
$20,113
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
650
shares
|
$18,518
0.0% of portfolio
|
Q3 2023
Reduced 17.3%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$11,880
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
260
shares
|
$7,407
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
100
shares
|
$2,849
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|