Purchases and Sales Made in Q3 2022 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200KNew |
$10.4M - $12.7M
|
200K
$14.8M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
119KNew |
$6.23M - $7.56M
|
119K
$8.82M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 62.63% |
$6.02M - $7.32M
|
299K
$22.2M
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
86.3KNew |
$4.51M - $5.48M
|
86.3K
$6.39M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.3KNew |
$2.63M - $3.19M
|
50.3K
$3.72M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.9K+ 13.98% |
$2.56M - $3.11M
|
399K
$29.6M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
47.2K+ 10.09% |
$2.47M - $3M
|
515K
$38.1M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
39.4KNew |
$2.06M - $2.5M
|
39.4K
$2.92M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.1K+ 578.01% |
$2.05M - $2.49M
|
45.9K
$3.4M
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
33.8K+ 25.98% |
$1.77M - $2.15M
|
164K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
19.5K+ 38.64% |
$1.02M - $1.24M
|
69.9K
$5.18M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.8K+ 113042.86% |
$828K - $1.01M
|
15.8K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.5KNew |
$704K - $855K
|
13.5K
$997K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
13.4K+ 20.05% |
$702K - $852K
|
80.3K
$5.95M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
12.6K+ 25.15% |
$659K - $800K
|
62.7K
$4.64M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.1K+ 16.54% |
$581K - $706K
|
78.3K
$5.8M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.05K+ 44.84% |
$474K - $575K
|
29.2K
$2.17M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.05K+ 44.84% |
$474K - $575K
|
29.2K
$2.17M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.77KNew |
$459K - $557K
|
8.77K
$650K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.65K+ 3.7% |
$453K - $550K
|
243K
$18M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.97K+ 11.87% |
$417K - $506K
|
75.1K
$5.56M
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
6.98K+ 3.94% |
$365K - $443K
|
184K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.84K+ 1.89% |
$305K - $371K
|
315K
$23.4M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.77KNew |
$302K - $366K
|
5.77K
$427K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.55K+ 241.4% |
$290K - $352K
|
7.84K
$581K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.54K+ 7.68% |
$290K - $352K
|
77.7K
$5.75M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.97K+ 32.04% |
$260K - $315K
|
20.5K
$1.52M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.9KNew |
$256K - $311K
|
4.9K
$363K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.9KNew |
$256K - $311K
|
4.9K
$363K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.81K+ 43.41% |
$252K - $306K
|
15.9K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.07KNew |
$213K - $258K
|
4.07K
$301K
|
|
Oct 11, 2022
Q3 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.04K+ 1.83% |
$159K - $193K
|
169K
$12.5M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.01K+ 49.61% |
$157K - $191K
|
9.08K
$673K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87K+ 13.33% |
$150K - $182K
|
24.4K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 11.92% |
$124K - $151K
|
22.3K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.23K+ 3.21% |
$117K - $142K
|
71.7K
$5.31M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.1K+ 35.6% |
$110K - $133K
|
7.98K
$591K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.41K+ 6.19% |
$73.9K - $89.8K
|
24.3K
$1.8M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2KNew |
$62.9K - $76.4K
|
1.2K
$89.1K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 5.0% |
$55.2K - $67K
|
22.1K
$1.64M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
903+ 9.23% |
$47.2K - $57.4K
|
10.7K
$792K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
855+ 7.62% |
$44.7K - $54.3K
|
12.1K
$894K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
750+ 3.63% |
$39.2K - $47.6K
|
21.4K
$1.59M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
743+ 13.01% |
$38.9K - $47.2K
|
6.45K
$478K
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
718+ 1.51% |
$37.6K - $45.6K
|
48.2K
$3.57M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
622+ 5.17% |
$32.5K - $39.5K
|
12.7K
$937K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
616+ 724.71% |
$32.2K - $39.1K
|
701
$51.9K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
547+ 4.22% |
$28.6K - $34.7K
|
13.5K
$1M
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$26.2K - $31.8K
|
500
$37K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
475+ 8.56% |
$24.8K - $30.2K
|
6.03K
$446K
|