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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
100+ 1.97% |
$5.46K - $6.12K
|
5.18K
$369K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 0.54% |
$4.91K - $5.51K
|
16.6K
$1.18M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
60New |
$3.27K - $3.67K
|
60
$4.27K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
47+ 1.31% |
$2.56K - $2.87K
|
3.64K
$259K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 14.08% |
$1.09K - $1.22K
|
162
$11.5K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$491 - $551
|
3.49K
$249K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.97% |
$164 - $184
|
313
$22.3K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.04% |
$109 - $122
|
194
$13.8K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18- 0.2% |
$982 - $1.1K
|
8.96K
$638K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32- 5.86% |
$1.75K - $1.96K
|
514
$36.6K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-37- 0.17% |
$2.02K - $2.26K
|
22.1K
$1.58M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 0.81% |
$3.38K - $3.79K
|
7.59K
$541K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-157- 0.24% |
$8.57K - $9.6K
|
65.7K
$4.68M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-220- 6.08% |
$12K - $13.5K
|
3.4K
$242K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-245- 0.71% |
$13.4K - $15K
|
34.3K
$2.44M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-265- 5.41% |
$14.5K - $16.2K
|
4.64K
$330K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-403- 10.13% |
$22K - $24.7K
|
3.58K
$255K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-584- 11.02% |
$31.9K - $35.7K
|
4.72K
$336K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-588- 0.35% |
$32.1K - $36K
|
167K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-724- 11.01% |
$39.5K - $44.3K
|
5.85K
$417K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-805- 10.88% |
$43.9K - $49.2K
|
6.59K
$470K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-924- 1.63% |
$50.4K - $56.5K
|
55.7K
$3.97M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 4.82% |
$59.7K - $67K
|
21.6K
$1.54M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 3.8% |
$64.7K - $72.5K
|
30K
$2.14M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.23K- 1.83% |
$66.9K - $75.1K
|
65.9K
$4.69M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.83K- 16.42% |
$100K - $112K
|
9.32K
$664K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.9K- 99.69% |
$104K - $116K
|
6
$427
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.13K- 10.96% |
$171K - $191K
|
25.4K
$1.81M
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.72K- 7.5% |
$203K - $228K
|
45.9K
$3.27M
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.2K- 27.03% |
$229K - $257K
|
11.3K
$807K
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.8K- 2.62% |
$262K - $293K
|
178K
$12.7M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.56K- 29.5% |
$467K - $523K
|
20.5K
$1.46M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.27K- 11.92% |
$506K - $567K
|
68.5K
$4.88M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.1K- 31.82% |
$662K - $742K
|
26K
$1.85M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-13.4K- 18.28% |
$732K - $821K
|
60K
$4.27M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.8K- 79.1% |
$864K - $968K
|
4.18K
$298K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-17.8K- 44.79% |
$972K - $1.09M
|
22K
$1.56M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.6K- 70.0% |
$1.13M - $1.26M
|
8.84K
$630K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.7K- 26.44% |
$1.29M - $1.45M
|
65.9K
$4.69M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.3K- 37.66% |
$1.44M - $1.61M
|
43.6K
$3.11M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.7K- 63.42% |
$1.46M - $1.63M
|
15.4K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.5K- 51.03% |
$2.43M - $2.72M
|
42.7K
$3.04M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.9K- 14.02% |
$2.67M - $2.99M
|
300K
$21.4M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.2K- 49.13% |
$2.85M - $3.2M
|
54.1K
$3.85M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-65K- 23.96% |
$3.55M - $3.98M
|
206K
$14.7M
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-67.8K- 14.18% |
$3.7M - $4.15M
|
410K
$29.2M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.1K- 15.9% |
$4.32M - $4.84M
|
418K
$29.8M
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-169K- 93.05% |
$9.23M - $10.3M
|
12.6K
$900K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-412K- 67.06% |
$22.5M - $25.2M
|
202K
$14.4M
|