Purchases and Sales Made in Q1 2025 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q1 2025. 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 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
470+ 3.18% |
$29.5K - $33.6K
|
15.3K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
408New |
$25.6K - $29.1K
|
408
$26.1K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
344New |
$21.6K - $24.6K
|
344
$22K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
259+ 1.09% |
$16.3K - $18.5K
|
23.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
231+ 3.36% |
$14.5K - $16.5K
|
7.11K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
175+ 0.66% |
$11K - $12.5K
|
26.5K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 87.24% |
$10.7K - $12.2K
|
367
$23.5K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138New |
$8.66K - $9.85K
|
138
$8.82K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
107+ 3.25% |
$6.72K - $7.64K
|
3.4K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
92+ 1.1% |
$5.77K - $6.57K
|
8.49K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
64+ 0.79% |
$4.02K - $4.57K
|
8.12K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
62+ 0.15% |
$3.89K - $4.43K
|
40.9K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
51+ 0.37% |
$3.2K - $3.64K
|
13.7K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.14K - $3.57K
|
50
$3.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
37+ 9.71% |
$2.32K - $2.64K
|
418
$26.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
35+ 0.6% |
$2.2K - $2.5K
|
5.9K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22New |
$1.38K - $1.57K
|
22
$1.41K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.13K - $1.29K
|
18
$1.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
17+ 0.05% |
$1.07K - $1.21K
|
33.7K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14+ 0.06% |
$879 - $1K
|
22.7K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 0.9% |
$879 - $1K
|
1.57K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.93% |
$188 - $214
|
326
$20.8K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$126 - $143
|
4.08K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$126 - $143
|
5.21K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$62.8 - $71.4
|
51
$3.26K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 2.63% |
$62.8 - $71.4
|
37
$2.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$62.8 - $71.4
|
4.86K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-26- 0.72% |
$1.63K - $1.86K
|
3.57K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30- 0.22% |
$1.88K - $2.14K
|
13.4K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-32- 0.26% |
$2.01K - $2.28K
|
12.1K
$775K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-46- 0.81% |
$2.89K - $3.28K
|
5.67K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-70- 1.16% |
$4.39K - $5K
|
5.96K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.53% |
$4.9K - $5.57K
|
14.5K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.3% |
$5.34K - $6.07K
|
28K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 1.45% |
$5.4K - $6.14K
|
5.84K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-94- 1.91% |
$5.9K - $6.71K
|
4.83K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-130- 2.45% |
$8.16K - $9.28K
|
5.18K
$331K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 50.0% |
$9.42K - $10.7K
|
150
$9.59K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-155Closed |
$9.73K - $11.1K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-162- 1.49% |
$10.2K - $11.6K
|
10.7K
$687K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 4.66% |
$14.2K - $16.1K
|
4.62K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-482- 2.03% |
$30.3K - $34.4K
|
23.2K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-532- 16.15% |
$33.4K - $38K
|
2.76K
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-590- 13.78% |
$37K - $42.1K
|
3.69K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-631- 21.27% |
$39.6K - $45.1K
|
2.34K
$149K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-642- 2.56% |
$40.3K - $45.8K
|
24.4K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-648- 16.07% |
$40.7K - $46.3K
|
3.39K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-703- 10.74% |
$44.1K - $50.2K
|
5.85K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-750- 17.12% |
$47.1K - $53.6K
|
3.63K
$232K
|