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 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
761+ 123.14% |
$42.5K - $50.2K
|
1.38K
$96.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
750+ 3.5% |
$41.9K - $49.5K
|
22.2K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
720+ 5.31% |
$40.2K - $47.5K
|
14.3K
$996K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
705+ 2.52% |
$39.4K - $46.6K
|
28.7K
$2.01M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
674+ 9.66% |
$37.6K - $44.5K
|
7.65K
$534K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
592+ 8.32% |
$33.1K - $39.1K
|
7.71K
$538K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
579+ 44.88% |
$32.3K - $38.2K
|
1.87K
$130K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
533+ 8.32% |
$29.8K - $35.2K
|
6.94K
$485K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
487+ 10.51% |
$27.2K - $32.2K
|
5.12K
$357K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
409+ 3.62% |
$22.8K - $27K
|
11.7K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
408+ 8.34% |
$22.8K - $26.9K
|
5.3K
$370K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
290+ 6.55% |
$16.2K - $19.1K
|
4.72K
$329K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
215+ 6.37% |
$12K - $14.2K
|
3.59K
$251K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
190New |
$10.6K - $12.5K
|
190
$13.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
190New |
$10.6K - $12.5K
|
190
$13.3K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
142New |
$7.93K - $9.38K
|
142
$9.91K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
121+ 0.91% |
$6.76K - $7.99K
|
13.5K
$939K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
101+ 0.41% |
$5.64K - $6.67K
|
25K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 2.59% |
$4.91K - $5.81K
|
3.48K
$243K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$112 - $132
|
5.08K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.52% |
$55.8 - $66
|
192
$13.4K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29- 0.34% |
$1.62K - $1.91K
|
8.54K
$596K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-36- 6.19% |
$2.01K - $2.38K
|
546
$38.1K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
$2.79K - $3.3K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 29.11% |
$3.46K - $4.09K
|
151
$10.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-88- 1.16% |
$4.91K - $5.81K
|
7.5K
$524K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 4.99% |
$5.58K - $6.6K
|
1.91K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 2.39% |
$8.99K - $10.6K
|
6.58K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-164- 4.19% |
$9.16K - $10.8K
|
3.75K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-225- 0.78% |
$12.6K - $14.9K
|
28.5K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-245- 6.65% |
$13.7K - $16.2K
|
3.44K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 62.5% |
$14K - $16.5K
|
150
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-333- 3.45% |
$18.6K - $22K
|
9.31K
$650K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-365- 0.2% |
$20.4K - $24.1K
|
182K
$12.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-373- 1.11% |
$20.8K - $24.6K
|
33.2K
$2.32M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-405- 5.44% |
$22.6K - $26.7K
|
7.03K
$491K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-623- 3.86% |
$34.8K - $41.1K
|
15.5K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-721- 6.01% |
$40.3K - $47.6K
|
11.3K
$787K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.28K- 40.67% |
$71.5K - $84.6K
|
1.87K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.33K- 6.04% |
$74.1K - $87.6K
|
20.6K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.64K- 12.16% |
$91.4K - $108K
|
11.8K
$825K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.09K- 15.77% |
$117K - $138K
|
11.2K
$779K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.12K- 1.25% |
$118K - $140K
|
168K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.47K- 3.67% |
$138K - $163K
|
65K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.77K- 7.43% |
$155K - $183K
|
34.5K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.63K- 6.21% |
$259K - $306K
|
69.9K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.85K- 13.47% |
$271K - $321K
|
31.2K
$2.18M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.56K- 32.34% |
$534K - $631K
|
20K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 36.11% |
$570K - $674K
|
18.1K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-14.1K- 16.14% |
$789K - $933K
|
73.4K
$5.12M
|