Purchases and Sales Made in Q3 2023 in Cambria ETF Tr Cambria Trinity (TRTY)
This table provides information about the institutional ownership of Cambria ETF Tr Cambria Trinity (TRTY) during Q3 2023. The information is specifically focused on institutions that hold shares of CAMBRIA ETF TR CAMBRIA TRINITY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7K+ 68.73% |
$796K - $835K
|
80.3K
$2.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15.3KNew |
$372K - $390K
|
15.3K
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15.2K+ 13.99% |
$370K - $388K
|
124K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.2K+ 59.25% |
$248K - $260K
|
27.3K
$707K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.6K+ 8.85% |
$87.6K - $91.9K
|
44.3K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
732+ 0.54% |
$17.8K - $18.7K
|
137K
$3.55M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 0.45% |
$5.48K - $5.74K
|
49.9K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
46New |
$1.12K - $1.17K
|
46
$1.19K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.89% |
$24.3 - $25.5
|
54
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35- 0.24% |
$852 - $893
|
14.5K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-180- 0.57% |
$4.38K - $4.59K
|
31.4K
$812K
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 85.85% |
$61.4K - $64.4K
|
416
$10.8K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 85.85% |
$61.4K - $64.4K
|
416
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 47.46% |
$280K - $294K
|
12.7K
$329K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 14.54% |
$376K - $394K
|
90.8K
$2.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-19.6K- 49.99% |
$477K - $500K
|
19.6K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-54K- 80.92% |
$1.32M - $1.38M
|
12.7K
$329K
|