Purchases and Sales Made in Q1 2024 in Cambria Global Asset Allocatio (GAA)
This table provides information about the institutional ownership of Cambria Global Asset Allocatio (GAA) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
44.6KNew |
$1.21M - $1.29M
|
44.6K
$1.27M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29.3KNew |
$797K - $849K
|
29.3K
$836K
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.1K+ 2.78% |
$220K - $234K
|
299K
$8.53M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.59K+ 29.47% |
$70.4K - $75K
|
11.4K
$325K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.29K+ 8.99% |
$62.3K - $66.3K
|
27.8K
$792K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.18K+ 9.31% |
$31.9K - $34K
|
13.8K
$393K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$27.2 - $28.9
|
1
$28.5
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$27.2 - $28.9
|
1
$28.5
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-174- 10.19% |
$4.72K - $5.03K
|
1.53K
$43.7K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-719- 28.2% |
$19.5K - $20.8K
|
1.83K
$52.2K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-912- 5.5% |
$24.8K - $26.4K
|
15.7K
$447K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 4.47% |
$320K - $341K
|
252K
$7.18M
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-12.6K- 19.7% |
$343K - $366K
|
51.5K
$1.47M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 43.91% |
$483K - $515K
|
22.7K
$648K
|