Purchases and Sales Made in Q2 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
172KNew |
$11.6M - $12.6M
|
172K
$12.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
150K+ 17.96% |
$10.1M - $10.9M
|
982K
$73.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
150K+ 17.96% |
$10.1M - $10.9M
|
982K
$73.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
131K+ 1741.54% |
$8.88M - $9.59M
|
139K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 16.76% |
$7.2M - $7.77M
|
740K
$55.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.8K+ 8.37% |
$3.51M - $3.79M
|
670K
$50.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
40.9K+ 4.64% |
$2.77M - $2.99M
|
922K
$69.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.5K+ 94.87% |
$2.4M - $2.6M
|
72.9K
$5.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34.3K+ 51.78% |
$2.32M - $2.51M
|
100K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.2K+ 33.65% |
$2.04M - $2.21M
|
120K
$9.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.8K+ 6.55% |
$1.95M - $2.11M
|
469K
$35.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28K+ 62.09% |
$1.9M - $2.05M
|
73.1K
$5.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.2K+ 88.23% |
$1.77M - $1.91M
|
55.8K
$4.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6K+ 243.13% |
$1.73M - $1.87M
|
36.1K
$2.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 13.73% |
$1.72M - $1.85M
|
210K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23K+ 24.57% |
$1.56M - $1.68M
|
117K
$8.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.2K+ 36.4% |
$1.1M - $1.19M
|
60.9K
$4.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14K+ 8.89% |
$952K - $1.03M
|
172K
$12.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
13.4K+ 4.03% |
$908K - $980K
|
346K
$26M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.2K+ 4.9% |
$895K - $967K
|
283K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 11.25% |
$888K - $958K
|
130K
$9.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.1K+ 8.85% |
$820K - $886K
|
149K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7K+ 227.36% |
$795K - $858K
|
16.9K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.98K+ 9.89% |
$676K - $730K
|
111K
$8.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.61K+ 28.44% |
$651K - $703K
|
43.4K
$3.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9.02K+ 9.78% |
$611K - $659K
|
101K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$593K - $640K
|
8.76K
$658K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.62KNew |
$584K - $630K
|
8.62K
$648K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.32K+ 10.69% |
$564K - $609K
|
86.1K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.09K+ 12.15% |
$548K - $592K
|
74.7K
$5.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.81K+ 12.89% |
$529K - $571K
|
68.4K
$5.14M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
7.6K+ 22.76% |
$515K - $556K
|
41K
$3.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.5K+ 18.69% |
$508K - $548K
|
47.6K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
7.34K+ 3.71% |
$497K - $537K
|
205K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
7.27KNew |
$492K - $532K
|
7.27K
$546K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.08K+ 14.78% |
$480K - $518K
|
55K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.01K+ 3.61% |
$475K - $513K
|
201K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7KNew |
$474K - $512K
|
7K
$526K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.71K+ 81.31% |
$454K - $491K
|
15K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.31K+ 44.19% |
$428K - $462K
|
20.6K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.29KNew |
$426K - $460K
|
6.29K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.99KNew |
$406K - $438K
|
5.99K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.86K+ 48.25% |
$397K - $429K
|
18K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.63KNew |
$381K - $412K
|
5.63K
$423K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.27K+ 76.15% |
$357K - $386K
|
12.2K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.04KNew |
$341K - $369K
|
5.04K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.04K+ 13.56% |
$341K - $369K
|
42.2K
$3.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.02K+ 168.25% |
$340K - $367K
|
8.01K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.95KNew |
$335K - $362K
|
4.95K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.88KNew |
$331K - $357K
|
4.88K
$367K
|