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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$11.7K - $12.7K
|
173
$13K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
163New |
$11K - $11.9K
|
163
$12.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
158New |
$10.7K - $11.6K
|
158
$11.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
150+ 5.32% |
$10.2K - $11K
|
2.97K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
115+ 250.0% |
$7.79K - $8.41K
|
161
$12.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 166.67% |
$6.77K - $7.31K
|
160
$12K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53+ 1.17% |
$3.59K - $3.88K
|
4.6K
$346K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.21% |
$2.57K - $2.78K
|
18.2K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
27+ 0.69% |
$1.83K - $1.97K
|
3.93K
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.19% |
$1.63K - $1.76K
|
12.8K
$959K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$948 - $1.02K
|
14
$1.05K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.63% |
$135 - $146
|
319
$24K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 5.88% |
$135 - $146
|
36
$2.71K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $146
|
5.2K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$67.7 - $73.1
|
5.81K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 6.67% |
$67.7 - $73.1
|
14
$1.05K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-9- 0.17% |
$610 - $658
|
5.42K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11- 0.24% |
$745 - $804
|
4.58K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16- 1.94% |
$1.08K - $1.17K
|
808
$60.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-83- 1.88% |
$5.62K - $6.07K
|
4.33K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87- 94.57% |
$5.89K - $6.36K
|
5
$376
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-103- 5.96% |
$6.98K - $7.53K
|
1.63K
$122K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-135- 66.18% |
$9.14K - $9.87K
|
69
$5.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-221- 6.72% |
$15K - $16.2K
|
3.07K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-293- 5.5% |
$19.8K - $21.4K
|
5.03K
$378K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-395- 10.67% |
$26.8K - $28.9K
|
3.31K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-401- 19.28% |
$27.2K - $29.3K
|
1.68K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 11.69% |
$76K - $82.1K
|
8.48K
$637K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.14K- 36.19% |
$77.2K - $83.4K
|
2.01K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.21K- 4.15% |
$81.7K - $88.2K
|
27.8K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.37K- 87.05% |
$92.9K - $100K
|
204
$15.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.75K- 23.51% |
$118K - $128K
|
5.69K
$428K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.27K- 2.51% |
$154K - $166K
|
88.1K
$6.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-2.33K- 22.12% |
$158K - $171K
|
8.21K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.34K- 44.11% |
$226K - $244K
|
4.24K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.36K- 91.25% |
$227K - $245K
|
322
$24.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.08K- 5.88% |
$276K - $298K
|
65.3K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.28K- 11.51% |
$290K - $313K
|
32.9K
$2.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.38K- 48.62% |
$297K - $320K
|
4.63K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.42K- 18.48% |
$367K - $396K
|
23.9K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.01K- 12.69% |
$475K - $512K
|
48.2K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-8.62K- 1.99% |
$584K - $630K
|
424K
$31.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.1K- 32.45% |
$889K - $959K
|
27.3K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.6K- 4.37% |
$1.73M - $1.87M
|
560K
$42.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.1K- 12.75% |
$2.58M - $2.79M
|
261K
$19.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-41.4K- 76.48% |
$2.8M - $3.03M
|
12.7K
$957K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-71.5K- 49.63% |
$4.84M - $5.23M
|
72.5K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-89.7K- 82.59% |
$6.08M - $6.56M
|
18.9K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93.6K- 87.34% |
$6.34M - $6.85M
|
13.6K
$1.02M
|