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 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 59.08% |
$134K - $145K
|
6.04K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 2.9% |
$119K - $128K
|
70.5K
$5.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.8K+ 34.78% |
$108K - $116K
|
6.98K
$524K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.67K+ 8.25% |
$100K - $108K
|
21.9K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.48K+ 2.25% |
$88.3K - $95.5K
|
67.2K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.42K+ 6.46% |
$84.9K - $91.8K
|
23.4K
$1.76M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 41.88% |
$82.6K - $89.3K
|
4.68K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 41.88% |
$82.6K - $89.3K
|
4.68K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.09K+ 1.95% |
$65.1K - $70.4K
|
56.8K
$4.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.06K+ 23.33% |
$63.5K - $68.6K
|
5.61K
$422K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 5.1% |
$62.4K - $67.5K
|
21.5K
$1.62M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
944+ 12.02% |
$56.5K - $61.1K
|
8.8K
$662K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
905+ 10.1% |
$54.1K - $58.6K
|
9.87K
$742K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
739+ 5.14% |
$44.2K - $47.8K
|
15.1K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
710+ 8.27% |
$42.5K - $45.9K
|
9.3K
$699K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
631+ 3.8% |
$37.8K - $40.8K
|
17.2K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
535+ 2.42% |
$32K - $34.6K
|
22.7K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
458+ 1.93% |
$27.4K - $29.6K
|
24.2K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
448+ 4.55% |
$26.8K - $29K
|
10.3K
$774K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
306+ 8.56% |
$18.3K - $19.8K
|
3.88K
$292K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
267+ 7.34% |
$16K - $17.3K
|
3.9K
$294K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
208+ 5.87% |
$12.4K - $13.5K
|
3.75K
$282K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
193+ 2.6% |
$11.5K - $12.5K
|
7.62K
$573K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
164+ 0.59% |
$9.81K - $10.6K
|
27.9K
$2.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 625.0% |
$7.48K - $8.09K
|
145
$10.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
121+ 2.38% |
$7.24K - $7.83K
|
5.2K
$391K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
118New |
$7.06K - $7.63K
|
118
$8.87K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
86+ 0.47% |
$5.15K - $5.56K
|
18.4K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
80+ 2.05% |
$4.79K - $5.18K
|
3.99K
$300K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
54+ 1.59% |
$3.23K - $3.49K
|
3.45K
$260K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
34+ 0.28% |
$2.03K - $2.2K
|
12.1K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27New |
$1.62K - $1.75K
|
27
$2.03K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 50.0% |
$299 - $324
|
15
$1.13K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.64% |
$120 - $129
|
315
$23.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-28- 0.07% |
$1.68K - $1.81K
|
39.3K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42- 0.15% |
$2.51K - $2.72K
|
27.5K
$2.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-47- 0.53% |
$2.81K - $3.04K
|
8.79K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-128- 0.88% |
$7.66K - $8.28K
|
14.4K
$1.08M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-189- 99.47% |
$11.3K - $12.2K
|
1
$75.2
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-271- 5.75% |
$16.2K - $17.5K
|
4.45K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 1.45% |
$18.8K - $20.3K
|
21.3K
$1.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 15.81% |
$59.8K - $64.7K
|
5.33K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.17K- 24.52% |
$69.9K - $75.6K
|
3.6K
$270K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.43K- 4.18% |
$85.7K - $92.7K
|
32.8K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.7K- 22.34% |
$101K - $110K
|
5.89K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.81K- 10.71% |
$108K - $117K
|
15.1K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.05K- 0.88% |
$123K - $133K
|
232K
$17.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.11K- 48.22% |
$126K - $137K
|
2.27K
$170K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.69K- 0.66% |
$161K - $174K
|
408K
$30.7M
|