Purchases and Sales Made in Q1 2023 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q1 2023. The information is specifically focused on institutions that hold shares of CAMBRIA SHAREHOLDER YLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 54.91% |
$13.7M - $16.2M
|
692K
$48.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
243K+ 274.16% |
$13.5M - $16M
|
331K
$23.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
236K+ 56.21% |
$13.2M - $15.6M
|
657K
$45.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
96.1K+ 200.87% |
$5.36M - $6.34M
|
144K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.1K+ 21.52% |
$4.92M - $5.82M
|
498K
$34.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.3K+ 27.52% |
$4.2M - $4.97M
|
349K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
61.8K+ 1506.86% |
$3.45M - $4.08M
|
65.8K
$4.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.7K+ 13.09% |
$3.22M - $3.81M
|
499K
$34.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
50.8K+ 23.02% |
$2.84M - $3.35M
|
271K
$19M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.5K+ 8.2% |
$2.6M - $3.07M
|
614K
$42.8M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46K+ 11.11% |
$2.57M - $3.04M
|
460K
$32.1M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.8KNew |
$2.22M - $2.63M
|
39.8K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.3K+ 67.95% |
$1.97M - $2.33M
|
87.2K
$6.09M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
34.6K+ 58718.64% |
$1.93M - $2.29M
|
34.7K
$2.42M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
29.6K+ 24.87% |
$1.65M - $1.96M
|
149K
$10.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21.8K+ 49.43% |
$1.22M - $1.44M
|
65.9K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9K+ 24.43% |
$1.17M - $1.38M
|
106K
$7.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
19.9K+ 22.9% |
$1.11M - $1.32M
|
107K
$7.47M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
19.2K+ 187.86% |
$1.07M - $1.27M
|
29.5K
$2.06M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18.3K+ 130471.43% |
$1.02M - $1.21M
|
18.3K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 114.67% |
$745K - $881K
|
25K
$1.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
12.9K+ 7.17% |
$722K - $854K
|
193K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.35K+ 20.64% |
$522K - $618K
|
54.7K
$3.82M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.31KNew |
$520K - $615K
|
9.31K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.14K+ 55.95% |
$455K - $538K
|
22.7K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.59K+ 21.11% |
$312K - $369K
|
32.1K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.13K+ 15.54% |
$286K - $339K
|
38.1K
$2.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.08KNew |
$283K - $335K
|
5.08K
$354K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.01K+ 9.7% |
$280K - $331K
|
56.7K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.15K+ 48.44% |
$232K - $274K
|
12.7K
$888K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.98KNew |
$222K - $263K
|
3.98K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.88K+ 5.25% |
$217K - $256K
|
77.8K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.87KNew |
$216K - $256K
|
3.87K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.74K+ 16.18% |
$209K - $247K
|
26.9K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.62KNew |
$202K - $239K
|
3.62K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.52KNew |
$197K - $233K
|
3.52K
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.5KNew |
$195K - $231K
|
3.5K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.42KNew |
$191K - $226K
|
3.42K
$239K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.34K+ 59.19% |
$186K - $220K
|
8.98K
$627K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 6.44% |
$157K - $185K
|
46.3K
$3.23M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.46K+ 21.76% |
$137K - $162K
|
13.7K
$959K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.22K+ 1.05% |
$124K - $147K
|
214K
$15M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.22K+ 8.3% |
$124K - $147K
|
29K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.04K+ 14.05% |
$114K - $134K
|
16.5K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.92K+ 17.27% |
$107K - $127K
|
13.1K
$912K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.85K+ 3.86% |
$103K - $122K
|
49.7K
$3.47M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.7K+ 29.73% |
$94.6K - $112K
|
7.4K
$516K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.67K+ 101.15% |
$93.3K - $110K
|
3.32K
$232K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.31K+ 33.55% |
$73.1K - $86.4K
|
5.21K
$364K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
851New |
$47.5K - $56.2K
|
851
$59.4K
|