Purchases and Sales Made in Q2 2023 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160K+ 71795.07% |
$8.74M - $9.79M
|
160K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 21.37% |
$7.66M - $8.58M
|
797K
$56.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
136KNew |
$7.44M - $8.34M
|
136K
$9.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
118K+ 268.7% |
$6.45M - $7.23M
|
162K
$11.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
81.8K+ 56.84% |
$4.46M - $5M
|
226K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.5K+ 14.53% |
$3.96M - $4.43M
|
571K
$40.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42K+ 257.51% |
$2.29M - $2.57M
|
58.3K
$4.16M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20.2K+ 144550.0% |
$1.1M - $1.24M
|
20.3K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.7K+ 9.19% |
$1.07M - $1.2M
|
234K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$920K - $1.03M
|
16.9K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.2K+ 20.54% |
$613K - $687K
|
65.9K
$4.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.79KNew |
$534K - $599K
|
9.79K
$697K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.97K+ 13.6% |
$489K - $548K
|
74.9K
$5.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.08K+ 28.12% |
$441K - $494K
|
36.8K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
7.42K+ 2.24% |
$405K - $454K
|
338K
$24.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
7.29K+ 6.81% |
$398K - $446K
|
114K
$8.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.89K+ 57.26% |
$267K - $299K
|
13.4K
$957K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.65K+ 13.4% |
$254K - $285K
|
39.4K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.38KNew |
$239K - $268K
|
4.38K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.91KNew |
$213K - $239K
|
3.91K
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.8KNew |
$207K - $232K
|
3.8K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.54KNew |
$193K - $217K
|
3.54K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.06K+ 14.83% |
$167K - $187K
|
23.7K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.74K+ 5.92% |
$150K - $168K
|
49.1K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 10.83% |
$148K - $166K
|
27.7K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.34K+ 31.18% |
$128K - $143K
|
9.84K
$701K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.33K+ 7.26% |
$127K - $142K
|
34.4K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.03K+ 1.36% |
$111K - $124K
|
151K
$10.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.64K+ 23.66% |
$89.6K - $101K
|
8.59K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 11.42% |
$81.4K - $91.3K
|
14.6K
$1.04M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 76.3% |
$77.8K - $87.2K
|
3.3K
$235K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 76.3% |
$77.8K - $87.2K
|
3.3K
$235K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 38.42% |
$72.1K - $80.9K
|
4.76K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.23K+ 88.98% |
$66.9K - $75.1K
|
2.61K
$186K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21K+ 23.55% |
$65.8K - $73.8K
|
6.33K
$451K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.02K+ 29.68% |
$55.4K - $62.1K
|
4.44K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
765+ 2.3% |
$41.7K - $46.8K
|
34K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
711+ 0.1% |
$38.8K - $43.5K
|
692K
$49.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
684+ 1.05% |
$37.3K - $41.8K
|
65.7K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
674+ 17.4% |
$36.8K - $41.2K
|
4.55K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
642+ 2.39% |
$35K - $39.3K
|
27.5K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
591+ 0.13% |
$32.2K - $36.2K
|
460K
$32.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
393+ 5.59% |
$21.4K - $24K
|
7.43K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
330+ 2.4% |
$18K - $20.2K
|
14.1K
$1M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
312+ 2.66% |
$17K - $19.1K
|
12K
$856K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
221+ 6.65% |
$12.1K - $13.5K
|
3.54K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
212+ 1.17% |
$11.6K - $13K
|
18.3K
$1.3M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
147+ 1.91% |
$8.02K - $8.99K
|
7.86K
$560K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 0.81% |
$6.27K - $7.03K
|
14.4K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
114+ 0.96% |
$6.22K - $6.97K
|
11.9K
$851K
|