Purchases and Sales Made in Q1 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
223K+ 54.45% |
$14.6M - $16.4M
|
634K
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
207K+ 65.53% |
$13.5M - $15.2M
|
523K
$36.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
98.3KNew |
$6.43M - $7.2M
|
98.3K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.9K+ 63.33% |
$5.82M - $6.51M
|
229K
$16M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 11.55% |
$5.64M - $6.32M
|
832K
$58.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 11.55% |
$5.64M - $6.32M
|
832K
$58.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.6K+ 791.35% |
$5.21M - $5.83M
|
89.7K
$6.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67.5K+ 75.44% |
$4.42M - $4.94M
|
157K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60.5K+ 72.37% |
$3.96M - $4.43M
|
144K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.6K+ 94.53% |
$3.71M - $4.15M
|
117K
$8.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.1K+ 7.87% |
$2.95M - $3.31M
|
619K
$43.2M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43.7KNew |
$2.86M - $3.2M
|
43.7K
$3.05M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
40.4KNew |
$2.65M - $2.96M
|
40.4K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40.1KNew |
$2.63M - $2.94M
|
40.1K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.8K+ 151.32% |
$2.61M - $2.92M
|
66.2K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.6K+ 47.0% |
$2.13M - $2.39M
|
102K
$7.11M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.1K+ 600.32% |
$2.1M - $2.35M
|
37.4K
$2.61M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 195.69% |
$2.08M - $2.32M
|
47.9K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.5K+ 230.51% |
$2.06M - $2.3M
|
45.1K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$1.72M - $1.92M
|
26.2K
$1.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23.3K+ 2.72% |
$1.53M - $1.71M
|
881K
$61.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18K+ 12.62% |
$1.18M - $1.32M
|
160K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.5K+ 19.52% |
$1.15M - $1.28M
|
107K
$7.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16.1K+ 21.16% |
$1.05M - $1.18M
|
92.2K
$6.43M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.2K+ 61.05% |
$862K - $965K
|
34.7K
$2.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9KNew |
$843K - $943K
|
12.9K
$899K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 14.53% |
$777K - $869K
|
93.5K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 17.65% |
$764K - $856K
|
77.8K
$5.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.9KNew |
$710K - $795K
|
10.9K
$757K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
10.4K+ 5.66% |
$680K - $761K
|
194K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.4K+ 20.51% |
$615K - $689K
|
55.2K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9KNew |
$589K - $660K
|
9K
$628K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.34K+ 3.19% |
$546K - $611K
|
270K
$18.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 11.1% |
$500K - $559K
|
76.4K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.58KNew |
$496K - $555K
|
7.58K
$529K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.53KNew |
$493K - $552K
|
7.53K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.1K+ 11.93% |
$465K - $520K
|
66.6K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 69.93% |
$440K - $492K
|
16.3K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.69K+ 7.1% |
$438K - $490K
|
101K
$7.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.44K+ 27.75% |
$421K - $472K
|
29.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.44K+ 74.75% |
$421K - $472K
|
15.1K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.92K+ 95.07% |
$388K - $434K
|
12.2K
$848K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.16KNew |
$338K - $378K
|
5.16K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$327K - $366K
|
5K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4.98KNew |
$326K - $365K
|
4.98K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 1.14% |
$324K - $363K
|
440K
$30.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.94K+ 143.63% |
$323K - $362K
|
8.37K
$584K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.87K+ 5.8% |
$319K - $357K
|
88.8K
$6.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.59KNew |
$300K - $336K
|
4.59K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.13K+ 3.11% |
$270K - $302K
|
137K
$9.55M
|