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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-792- 19.5% |
$49.7K - $56.5K
|
3.27K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-887- 5.8% |
$55.7K - $63.3K
|
14.4K
$922K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-889- 6.61% |
$55.8K - $63.5K
|
12.6K
$803K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-899- 16.11% |
$56.4K - $64.2K
|
4.68K
$299K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-956- 4.73% |
$60K - $68.3K
|
19.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-960- 86.25% |
$60.3K - $68.5K
|
153
$9.78K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.05K- 14.2% |
$66.1K - $75.2K
|
6.36K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 2.62% |
$74.5K - $84.8K
|
44.1K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.3K- 13.13% |
$81.8K - $93K
|
8.62K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.32K- 16.43% |
$82.5K - $93.9K
|
6.69K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 33.44% |
$93.1K - $106K
|
2.95K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.52K- 28.32% |
$95.7K - $109K
|
3.86K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 2.09% |
$97.9K - $111K
|
73.2K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 75.7% |
$101K - $115K
|
518
$33.1K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.87K- 2.64% |
$117K - $133K
|
69K
$4.41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.09K- 9.42% |
$131K - $149K
|
20.1K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.24K- 12.26% |
$140K - $160K
|
16K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.27K- 35.11% |
$142K - $162K
|
4.19K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.23K- 37.04% |
$203K - $231K
|
5.5K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.26K- 30.38% |
$205K - $233K
|
7.48K
$478K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.32K- 11.03% |
$208K - $237K
|
26.8K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.43K- 1.86% |
$215K - $245K
|
181K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.5K- 5.64% |
$220K - $250K
|
58.6K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.53K- 24.69% |
$222K - $252K
|
10.8K
$688K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.91K- 2.38% |
$245K - $279K
|
161K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.94K- 38.16% |
$247K - $281K
|
6.39K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.97K- 52.9% |
$249K - $284K
|
3.54K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 7.19% |
$281K - $320K
|
57.8K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-5.66K- 6.11% |
$355K - $404K
|
86.9K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.3K- 60.3% |
$396K - $450K
|
4.15K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9K- 28.18% |
$565K - $643K
|
22.9K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.29K- 6.16% |
$583K - $663K
|
141K
$9.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.89K- 14.28% |
$621K - $706K
|
59.3K
$3.79M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.5K- 31.44% |
$721K - $820K
|
25.1K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-12.4K- 42.81% |
$779K - $886K
|
16.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.2K- 14.49% |
$831K - $945K
|
78.1K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.5K- 4.32% |
$971K - $1.1M
|
343K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-15.6K- 25.06% |
$981K - $1.12M
|
46.7K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16K- 11.28% |
$1M - $1.14M
|
126K
$8.04M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-17.7K- 38.55% |
$1.11M - $1.26M
|
28.2K
$1.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.7K- 96.54% |
$1.17M - $1.33M
|
671
$42.9K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19K- 75.41% |
$1.19M - $1.36M
|
6.19K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.1K- 38.99% |
$1.7M - $1.93M
|
42.4K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-30.6K- 18.32% |
$1.92M - $2.19M
|
137K
$8.73M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33K- 35.07% |
$2.07M - $2.36M
|
61.1K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.7K- 87.63% |
$2.18M - $2.48M
|
4.89K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.3K- 9.83% |
$3.22M - $3.66M
|
470K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.9K- 5.4% |
$3.76M - $4.28M
|
1.05M
$67.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-61.3K- 12.75% |
$3.85M - $4.38M
|
420K
$26.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.3K- 7.48% |
$3.97M - $4.52M
|
783K
$50.1M
|