Purchases and Sales Made in Q3 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$66.7 - $72.8
|
5.21K
$371K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 2.78% |
$66.7 - $72.8
|
37
$2.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-8- 0.1% |
$533 - $582
|
8.2K
$584K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-14- 0.21% |
$934 - $1.02K
|
6.54K
$466K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-25- 0.8% |
$1.67K - $1.82K
|
3.11K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 10.87% |
$2.33K - $2.55K
|
287
$20.4K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-40- 25.32% |
$2.67K - $2.91K
|
118
$8.41K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-63Closed |
$4.2K - $4.59K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-66- 4.06% |
$4.4K - $4.81K
|
1.56K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95- 2.03% |
$6.33K - $6.92K
|
4.6K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-151- 93.79% |
$10.1K - $11K
|
10
$712
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-165- 80.88% |
$11K - $12K
|
39
$2.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-169- 69.26% |
$11.3K - $12.3K
|
75
$5.34K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-181- 4.27% |
$12.1K - $13.2K
|
4.06K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 6.06% |
$19.6K - $21.4K
|
4.56K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-295- 0.11% |
$19.7K - $21.5K
|
260K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-385- 7.88% |
$25.7K - $28K
|
4.5K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-425- 21.14% |
$28.3K - $30.9K
|
1.59K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-446- 4.69% |
$29.7K - $32.5K
|
9.05K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-475- 1.16% |
$31.7K - $34.6K
|
40.5K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-500- 13.59% |
$33.3K - $36.4K
|
3.18K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-553- 10.2% |
$36.9K - $40.3K
|
4.87K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-695- 17.72% |
$46.3K - $50.6K
|
3.23K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-740- 16.16% |
$49.3K - $53.9K
|
3.84K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-800- 12.32% |
$53.3K - $58.2K
|
5.69K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-825- 2.96% |
$55K - $60.1K
|
27K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-828- 4.54% |
$55.2K - $60.3K
|
17.4K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-929- 55.33% |
$61.9K - $67.6K
|
750
$53.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-944- 13.48% |
$62.9K - $68.7K
|
6.06K
$432K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-982- 2.98% |
$65.5K - $71.5K
|
31.9K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.04K- 1.18% |
$69.5K - $75.9K
|
87K
$6.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.39K- 5.22% |
$93K - $101K
|
25.3K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.42K- 32.67% |
$94.4K - $103K
|
2.92K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-1.99K- 27.37% |
$133K - $145K
|
5.28K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.03K- 14.92% |
$135K - $147K
|
11.5K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.21K- 1.71% |
$147K - $161K
|
127K
$9.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.63K- 7.92% |
$175K - $191K
|
30.6K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.81K- 44.63% |
$187K - $204K
|
3.48K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.21K- 3.59% |
$214K - $234K
|
86.3K
$6.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.83K- 7.95% |
$256K - $279K
|
44.4K
$3.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4K- 31.44% |
$267K - $291K
|
8.72K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.21K- 0.75% |
$280K - $306K
|
555K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.48K- 18.75% |
$299K - $326K
|
19.4K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.75K- 6.15% |
$317K - $346K
|
72.5K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-7.4K- 2.14% |
$494K - $539K
|
338K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.16K- 19.34% |
$544K - $594K
|
34.1K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.6K- 2.05% |
$640K - $699K
|
459K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13K- 47.6% |
$867K - $946K
|
14.3K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 3.63% |
$888K - $970K
|
354K
$25.2M
|