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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
396+ 6.3% |
$20.7K - $25.2K
|
6.68K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
365+ 1.34% |
$19.1K - $23.2K
|
27.6K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
358+ 2.61% |
$18.7K - $22.7K
|
14.1K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
303New |
$15.8K - $19.2K
|
303
$22.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
286+ 0.67% |
$15K - $18.2K
|
43K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
267+ 4.06% |
$14K - $17K
|
6.84K
$506K
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
266+ 3.93% |
$13.9K - $16.9K
|
7.03K
$521K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
202+ 12.02% |
$10.6K - $12.8K
|
1.88K
$139K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
200New |
$10.5K - $12.7K
|
200
$14.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
58+ 1.22% |
$3.03K - $3.68K
|
4.82K
$357K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8+ 0.2% |
$418 - $508
|
3.97K
$294K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.29% |
$314 - $381
|
2.11K
$156K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.67% |
$52.3 - $63.5
|
151
$11.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.05% |
$209 - $254
|
7.6K
$563K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28- 0.2% |
$1.46K - $1.78K
|
13.6K
$1.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-103- 0.62% |
$5.39K - $6.54K
|
16.6K
$1.23M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-149- 2.78% |
$7.79K - $9.46K
|
5.21K
$386K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-279- 1.86% |
$14.6K - $17.7K
|
14.7K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-420- 8.33% |
$22K - $26.7K
|
4.63K
$343K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-513- 9.45% |
$26.8K - $32.6K
|
4.92K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-519- 4.79% |
$27.1K - $33K
|
10.3K
$765K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-673- 70.1% |
$35.2K - $42.7K
|
287
$21.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-846- 4.11% |
$44.2K - $53.7K
|
19.8K
$1.46M
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.08K- 87.39% |
$109K - $132K
|
300
$22.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.5K- 1.15% |
$131K - $159K
|
215K
$15.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.46K- 31.23% |
$285K - $347K
|
12K
$890K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.72K- 2.47% |
$299K - $364K
|
226K
$16.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.14K- 96.19% |
$321K - $390K
|
243
$18K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.09K- 44.97% |
$371K - $450K
|
8.67K
$642K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.71K- 13.34% |
$403K - $490K
|
50.1K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.4K- 55.5% |
$699K - $849K
|
10.7K
$793K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.7K- 30.97% |
$1.14M - $1.38M
|
48.4K
$3.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.4K- 3.53% |
$1.17M - $1.42M
|
612K
$45.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.2K- 5.8% |
$1.26M - $1.53M
|
392K
$29M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28K- 6.28% |
$1.46M - $1.78M
|
418K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.5K- 65.53% |
$1.49M - $1.81M
|
15K
$1.11M
|