Purchases and Sales Made in Q3 2023 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
182K+ 102.06% |
$10.9M - $11.8M
|
360K
$25.1M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
159KNew |
$9.51M - $10.3M
|
159K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
103KNew |
$6.15M - $6.65M
|
103K
$7.17M
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
62.3K+ 32.25% |
$3.73M - $4.03M
|
256K
$17.8M
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
55.8K+ 40.94% |
$3.34M - $3.61M
|
192K
$13.4M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
52.6K+ 90.22% |
$3.15M - $3.41M
|
111K
$7.75M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.6K+ 12.1% |
$3.03M - $3.27M
|
469K
$32.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.3K+ 12.46% |
$2.23M - $2.42M
|
337K
$23.5M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
32.7K+ 15.85% |
$1.96M - $2.12M
|
239K
$16.7M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
30.8KNew |
$1.85M - $2M
|
30.8K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.2KNew |
$1.57M - $1.69M
|
26.2K
$1.83M
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
22.8K+ 67.19% |
$1.37M - $1.48M
|
56.8K
$3.97M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
21.1K+ 9.35% |
$1.26M - $1.36M
|
247K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.8KNew |
$1.12M - $1.21M
|
18.8K
$1.31M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.1K+ 18.76% |
$841K - $909K
|
89K
$6.21M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
13.8KNew |
$827K - $895K
|
13.8K
$965K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.3K+ 38.58% |
$794K - $858K
|
47.7K
$3.33M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 32.79% |
$722K - $781K
|
48.9K
$3.41M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 35.5% |
$637K - $689K
|
40.6K
$2.84M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9.53KNew |
$570K - $616K
|
9.53K
$665K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.06K+ 13.79% |
$542K - $586K
|
74.7K
$5.22M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.9K+ 4.4% |
$532K - $576K
|
211K
$14.7M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8.64K+ 7.56% |
$517K - $559K
|
123K
$8.58M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.56K+ 12.98% |
$512K - $554K
|
74.4K
$5.2M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.56K+ 12.98% |
$512K - $554K
|
74.4K
$5.2M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.25K+ 19.3% |
$493K - $534K
|
51K
$3.56M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
8.19K+ 184.55% |
$490K - $530K
|
12.6K
$881K
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
8.17K+ 5.42% |
$489K - $528K
|
159K
$11.1M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
7.73K+ 117.32% |
$463K - $500K
|
14.3K
$1M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.65K+ 0.96% |
$458K - $495K
|
805K
$56.2M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.2KNew |
$431K - $466K
|
7.2K
$503K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.92K+ 14.09% |
$414K - $447K
|
56K
$3.91M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.72K+ 4.03% |
$402K - $435K
|
174K
$12.1M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.35KNew |
$380K - $411K
|
6.35K
$443K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32K+ 127.09% |
$318K - $344K
|
9.5K
$663K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.17KNew |
$310K - $335K
|
5.17K
$361K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.08KNew |
$304K - $328K
|
5.08K
$354K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.07KNew |
$303K - $328K
|
5.07K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.36KNew |
$261K - $282K
|
4.36K
$304K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.35K+ 8.03% |
$260K - $281K
|
58.4K
$4.08M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.35K+ 74.25% |
$260K - $281K
|
10.2K
$712K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.04K+ 6.14% |
$242K - $262K
|
69.9K
$4.88M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.79K+ 8.69% |
$227K - $245K
|
47.4K
$3.31M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51KNew |
$210K - $227K
|
3.51K
$245K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.47KNew |
$208K - $224K
|
3.47K
$242K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.33KNew |
$199K - $216K
|
3.33K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 11.7% |
$182K - $197K
|
29K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.97K+ 114.08% |
$178K - $192K
|
5.58K
$389K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.95KNew |
$176K - $191K
|
2.95K
$206K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 18.09% |
$152K - $165K
|
16.6K
$1.16M
|