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Cambria Trinity ETF (TRTY) Institutional Ownership

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$25.57
+0.02 (+0.08%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Cambria Trinity ETF (BATS:TRTY)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$6.94M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.50M
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TRTY Institutional Buying and Selling by Quarter

Cambria Trinity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 Fermata Advisors LLC142,918$3.71M0.8%+3.9%2.947%
3/8/2024ICA Group Wealth Management LLC29,416$739K0.2%+7.6%0.607%
2/6/2024Lincoln National Corp44,829$1.13M0.0%+1.2%0.924%
2/1/2024RWA Wealth Partners LLC15,277$384K0.0%N/A0.315%
1/19/2024 Fermata Advisors LLC137,578$3.46M0.8%+11.1%2.837%
11/30/2023ARQ Wealth Advisors LLC90,805$2.22M1.7%-14.5%1.872%
11/13/2023Mariner LLC137,193$3.35M0.0%+0.5%2.829%
11/13/2023Kestra Advisory Services LLC80,275$1.96M0.0%+68.7%1.655%
11/7/2023 Fermata Advisors LLC123,887$3.03M0.9%+14.0%2.554%
11/6/2023Lincoln National Corp44,302$1.08M0.0%+8.8%0.913%
10/11/2023Polaris Wealth Advisory Group LLC15,277$374K0.0%N/A0.315%
10/11/2023 CWM LLC3,030$74K0.0%-31.0%0.062%
8/18/2023ARQ Wealth Advisors LLC106,253$2.62M1.7%+14.2%2.191%
8/11/2023Kestra Advisory Services LLC47,575$1.17M0.0%-28.1%0.981%
8/10/2023Cetera Advisors LLC66,780$1.65M0.0%-8.9%1.377%
8/7/2023Lincoln National Corp40,701$1.00M0.0%-4.4%0.839%
8/4/2023Parallel Advisors LLC2,940$73K0.0%-25.3%0.061%
8/3/2023 CWM LLC4,393$108K0.0%+36.3%0.091%
7/31/2023LPL Financial LLC14,515$358K0.0%-52.8%0.299%
7/24/2023 Fermata Advisors LLC108,679$2.68M2.4%+64.2%2.264%
5/15/2023ICA Group Wealth Management LLC8,707$214K0.1%+243.9%0.181%
5/9/2023ARQ Wealth Advisors LLC93,063$2.29M1.7%N/A1.939%
5/2/2023Lincoln National Corp42,563$1.05M0.0%+63.4%0.887%
5/1/2023 CWM LLC3,222$79K0.0%N/A0.067%
4/25/2023Parallel Advisors LLC3,935$97K0.0%+35.7%0.082%
4/14/2023 Wealth Management Partners LLC8,150$201K0.1%N/A0.166%
4/13/2023 Fermata Advisors LLC66,181$1.63M1.0%-24.5%1.351%
2/9/2023HighTower Advisors LLC101,336$2.53M0.0%+166.7%0.000%
2/8/2023Lincoln National Corp26,042$650K0.0%+185.1%0.000%
2/7/2023LPL Financial LLC28,643$715K0.0%N/A0.000%
2/6/2023Parallel Advisors LLC2,900$72K0.0%+107.1%0.000%
1/31/2023Kestra Advisory Services LLC65,131$1.63M0.0%+5.4%0.000%
1/17/2023ALM First Financial Advisors LLC1,825,000$45.58M19.4%N/A0.000%
1/13/2023 Dynamic Advisor Solutions LLC27,879$696K0.0%+59.0%0.000%
(Data available from 1/1/2016 forward)

TRTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRTY shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Cambria Trinity ETF. The most heavily invested institutionals were ALM First Financial Advisors LLC ($45.58M), Fermata Advisors LLC ($3.71M), Mariner LLC ($3.35M), HighTower Advisors LLC ($2.53M), ARQ Wealth Advisors LLC ($2.22M), Kestra Advisory Services LLC ($1.96M), and Cetera Advisors LLC ($1.65M).Learn more on TRTY's institutional investors.

Which institutional investors have been buying Cambria Trinity ETF stock?

Of the 15 institutional investors that purchased Cambria Trinity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ALM First Financial Advisors LLC ($1.83M), ARQ Wealth Advisors LLC ($106.25K), Fermata Advisors LLC ($76.74K), HighTower Advisors LLC ($63.34K), Lincoln National Corp ($37.56K), Kestra Advisory Services LLC ($36.04K), and LPL Financial LLC ($28.64K).

How much institutional buying is happening at Cambria Trinity ETF?

Institutional investors have bought a total of 2,238,515 shares in the last 24 months. This purchase volume represents approximately $55.81M in transactions.

Which Cambria Trinity ETF major shareholders have been selling company stock?

The following institutional investors have sold Cambria Trinity ETF stock in the last 24 months: Fermata Advisors LLC ($21.45K), Kestra Advisory Services LLC ($18.60K), LPL Financial LLC ($16.23K), ARQ Wealth Advisors LLC ($15.45K), Cetera Advisors LLC ($6.56K), Lincoln National Corp ($1.86K), and CWM LLC ($1.36K).

How much institutional selling is happening at Cambria Trinity ETF?

Institutional investors have sold a total of 82,508 shares in the last 24 months. This volume of shares sold represents approximately $2.03M in transactions.


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This page (BATS:TRTY) was last updated on 4/25/2024 by MarketBeat.com Staff

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