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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
61.2KNew |
$668K - $736K
|
61.2K
$738K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.92K+ 115316.67% |
$75.4K - $83.2K
|
6.93K
$83.4K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-15.7K- 55.94% |
$173K - $191K
|
12.4K
$149K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5K- 91.74% |
$55.2K - $60.9K
|
450
$5.42K
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
54.7KNew |
$603K - $665K
|
54.7K
$659K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.2KNew |
$708K - $781K
|
64.2K
$773K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
68.9KNew |
$760K - $838K
|
68.9K
$830K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-242- 33.33% |
$2.77K - $3.16K
|
484
$5.83K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48.9KNew |
$560K - $638K
|
48.9K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
172+ 0.29% |
$1.97K - $2.25K
|
60.2K
$725K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-535- 67.72% |
$6.13K - $6.99K
|
255
$3.07K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11.2KNew |
$129K - $136K
|
11.2K
$135K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
397New |
$4.6K - $4.82K
|
397
$4.78K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 70.59% |
$139 - $146
|
5
$60.3
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
208New |
$2.41K - $2.53K
|
208
$2.51K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
110New |
$1.32K - $1.42K
|
110
$1.33K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-390- 33.25% |
$4.69K - $5.02K
|
783
$9.44K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-16.8K- 60.65% |
$203K - $217K
|
10.9K
$132K
|
|
Q4 2023 | |||||||
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-45.5KClosed |
$572K - $600K
|
0
$0
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-157Closed |
$1.98K - $2.07K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-5.7K- 37.25% |
$71.7K - $75.2K
|
9.6K
$116K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14KNew |
$176K - $185K
|
14K
$169K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19.3KNew |
$243K - $255K
|
19.3K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.78K+ 15.22% |
$47.6K - $49.9K
|
28.6K
$345K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$145K - $152K
|
11.5K
$139K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
98.8KNew |
$1.24M - $1.3M
|
98.8K
$1.19M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.82% |
$12.6 - $13.2
|
56
$675
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.7K- 19.79% |
$222K - $233K
|
71.6K
$863K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.37K- 5.2% |
$92.7K - $97.2K
|
134K
$1.62M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.6KNew |
$136K - $144K
|
10.6K
$127K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-696- 0.84% |
$9K - $9.48K
|
82.4K
$993K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.29K- 77.37% |
$29.7K - $31.2K
|
671
$8.09K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.23% |
$815 - $858
|
27.5K
$331K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.01K- 2.04% |
$13K - $13.7K
|
48.3K
$582K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.12K+ 27.27% |
$40.3K - $42.5K
|
14.5K
$175K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-138K- 75.21% |
$1.79M - $1.88M
|
45.5K
$548K
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-738- 6.08% |
$9.54K - $10.1K
|
11.4K
$137K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
639+ 26.55% |
$8.26K - $8.7K
|
3.05K
$36.7K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
95+ 351.85% |
$1.23K - $1.29K
|
122
$1.47K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
978+ 5.09% |
$12.6K - $13.3K
|
20.2K
$243K
|
|
Q2 2023 | |||||||
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.13KClosed |
$110K - $122K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
633New |
$8.6K - $9.48K
|
633
$7.63K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
429New |
$5.83K - $6.43K
|
429
$5.17K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.97K+ 3.25% |
$53.9K - $59.4K
|
126K
$1.52M
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-100- 0.45% |
$1.36K - $1.5K
|
22K
$265K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-149K- 77.96% |
$2.02M - $2.23M
|
42K
$507K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.33KNew |
$18K - $19.9K
|
1.33K
$16K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
28New |
$400 - $433
|
28
$337
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
98New |
$1.4K - $1.52K
|
98
$1.18K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-59.7K- 85.0% |
$854K - $924K
|
10.5K
$127K
|