Latest Institutional Transactions on Cambria ETF Tr Tail Risk ETF (TAIL)
This table provides information on the latest institutional transactions involving Cambria ETF Tr Tail Risk ETF (TAIL) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
225+ 48.28% |
$2.83K - $2.97K
|
691
$7.61K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
98.8KNew |
$1.24M - $1.3M
|
98.8K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.82% |
$12.6 - $13.2
|
56
$617
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.7K- 19.79% |
$222K - $233K
|
71.6K
$789K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.37K- 5.2% |
$92.7K - $97.2K
|
134K
$1.48M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.12KNew |
$14.5K - $15.2K
|
1.12K
$12.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.6KNew |
$136K - $144K
|
10.6K
$116K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-696- 0.84% |
$9K - $9.48K
|
82.4K
$908K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.29K- 77.37% |
$29.7K - $31.2K
|
671
$7.39K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.23% |
$815 - $858
|
27.5K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.01K- 2.04% |
$13K - $13.7K
|
48.3K
$532K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.12K+ 27.27% |
$40.3K - $42.5K
|
14.5K
$160K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-138K- 75.21% |
$1.79M - $1.88M
|
45.5K
$501K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-738- 6.08% |
$9.54K - $10.1K
|
11.4K
$126K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
639+ 26.55% |
$8.26K - $8.7K
|
3.05K
$33.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
95+ 351.85% |
$1.23K - $1.29K
|
122
$1.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
978+ 5.09% |
$12.6K - $13.3K
|
20.2K
$222K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.13KClosed |
$110K - $122K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33K+ 1334.0% |
$18.1K - $20K
|
1.43K
$15.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
633New |
$8.6K - $9.48K
|
633
$6.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
429New |
$5.83K - $6.43K
|
429
$4.73K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-158K- 80.17% |
$2.14M - $2.36M
|
39K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.97K+ 3.25% |
$53.9K - $59.4K
|
126K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-100- 0.45% |
$1.36K - $1.5K
|
22K
$242K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-149K- 77.96% |
$2.02M - $2.23M
|
42K
$463K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.33KNew |
$18K - $19.9K
|
1.33K
$14.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
28New |
$400 - $433
|
28
$309
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
98New |
$1.4K - $1.52K
|
98
$1.08K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-59.7K- 85.0% |
$854K - $924K
|
10.5K
$116K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7+ 0.51% |
$100 - $108
|
1.38K
$15.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 8.82% |
$10.7K - $11.6K
|
7.76K
$85.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$28.6 - $30.9
|
574
$6.33K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.32KNew |
$18.9K - $20.4K
|
1.32K
$14.5K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
166+ 84.26% |
$2.37K - $2.57K
|
363
$4K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-336- 0.69% |
$5.1K - $5.65K
|
48.5K
$535K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.97K- 24.33% |
$90.6K - $100K
|
18.6K
$204K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
537+ 4.9% |
$8.16K - $9.03K
|
11.5K
$127K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.15K- 6.15% |
$139K - $154K
|
140K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
893KNew |
$13.6M - $15M
|
893K
$9.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.27M- 99.66% |
$34.4M - $38.1M
|
7.83K
$86.3K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-10.6K- 2.92% |
$162K - $179K
|
353K
$3.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5New |
$76 - $84.1
|
5
$55.1
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.89K+ 7.35% |
$43.9K - $48.7K
|
42.2K
$465K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
200New |
$3.17K - $3.52K
|
200
$2.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
415New |
$6.58K - $7.3K
|
415
$4.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
243K+ 1334.98% |
$3.86M - $4.28M
|
262K
$2.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
350K+ 75.96% |
$5.55M - $6.16M
|
811K
$8.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$15.9K - $17.6K
|
1K
$11K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.7K- 30.1% |
$424K - $470K
|
62.1K
$684K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
300New |
$4.76K - $5.28K
|
300
$3.31K
|
|