Latest Institutional Transactions on Cambria ETF Tr Cambria Trinity (TRTY)
This table provides information on the latest institutional transactions involving Cambria ETF Tr Cambria Trinity (TRTY) 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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3K+ 45.44% |
$331K - $352K
|
42.5K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
28New |
$699 - $742
|
28
$724
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.6K- 40.51% |
$414K - $439K
|
24.4K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.84K+ 3.51% |
$45.9K - $48.7K
|
54.3K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$25 - $26.5
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.19K+ 10.5% |
$79.7K - $84.6K
|
33.6K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.3K- 7.99% |
$283K - $300K
|
130K
$3.37M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9KNew |
$404K - $420K
|
15.9K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.4K- 82.62% |
$1.18M - $1.22M
|
9.77K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10.4KNew |
$264K - $275K
|
10.4K
$270K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12KNew |
$295K - $314K
|
12K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-95.5K- 69.27% |
$2.34M - $2.49M
|
42.4K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12KNew |
$295K - $314K
|
12K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-510- 1.73% |
$12.5K - $13.3K
|
28.9K
$747K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18K- 45.69% |
$440K - $469K
|
21.4K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.5K+ 3.34% |
$36.7K - $39.1K
|
46.3K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.85% |
$24.5 - $26.1
|
55
$1.42K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.8 - $25.4
|
1
$25.9
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.3KNew |
$364K - $388K
|
15.3K
$395K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 85.85% |
$61.4K - $64.4K
|
416
$10.8K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 14.54% |
$376K - $394K
|
90.8K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-54K- 80.92% |
$1.32M - $1.38M
|
12.7K
$329K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 83.02% |
$31.2K - $32.7K
|
262
$6.77K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.36K- 31.03% |
$33.2K - $34.8K
|
3.03K
$78.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15.3KNew |
$372K - $390K
|
15.3K
$395K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.97KNew |
$47.4K - $51.2K
|
1.97K
$51K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 723.46% |
$2.75M - $2.98M
|
130K
$3.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
8.15KNew |
$196K - $212K
|
8.15K
$211K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
11+ 2.28% |
$272 - $289
|
493
$12.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.83MNew |
$45.1M - $48M
|
1.83M
$47.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 59.02% |
$256K - $272K
|
27.9K
$721K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.13K+ 36.0% |
$27.3K - $29.5K
|
4.27K
$110K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
583New |
$14.9K - $16.4K
|
583
$15.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-75Closed |
$1.92K - $2.11K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150New |
$4K - $4.29K
|
150
$3.88K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-661Closed |
$17.6K - $18.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
173KNew |
$4.63M - $4.82M
|
173K
$4.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50Closed |
$1.34K - $1.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-36.8KClosed |
$713K - $918K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-310Closed |
$6.01K - $7.74K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.67KClosed |
$88.4K - $91.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-767Closed |
$18.4K - $18.8K
|
0
$0
|
|