Purchases and Sales Made in Q3 2023 in Cambria Global Asset Allocatio (GAA)
This table provides information about the institutional ownership of Cambria Global Asset Allocatio (GAA) during Q3 2023. The information is specifically focused on institutions that hold shares of CAMBRIA GLOBAL ASSET ALLOCATIO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
278KNew |
$7.28M - $7.68M
|
278K
$7.92M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51KNew |
$1.34M - $1.41M
|
51K
$1.45M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.7KNew |
$754K - $794K
|
28.7K
$819K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.13K+ 20.01% |
$108K - $114K
|
24.8K
$706K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.63K+ 1.01% |
$68.8K - $72.6K
|
262K
$7.46M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706New |
$18.5K - $19.5K
|
706
$20.1K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6+ 0.05% |
$157 - $166
|
12K
$341K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-136- 17.3% |
$3.57K - $3.76K
|
650
$18.5K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-191- 86.82% |
$5.01K - $5.28K
|
29
$827
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.11K- 71.99% |
$29.2K - $30.8K
|
433
$12.3K
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 2.71% |
$45.5K - $48K
|
62.3K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 45.49% |
$72.5K - $76.4K
|
3.31K
$94.4K
|