Purchases and Sales Made in Q4 2021 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
156K+ 692.38% |
$9.52M - $10.5M
|
178K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.7K+ 32.16% |
$5.12M - $5.64M
|
344K
$24.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.5K+ 1820.24% |
$3.94M - $4.35M
|
68K
$4.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
52.8KNew |
$3.23M - $3.56M
|
52.8K
$3.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 343.26% |
$2.83M - $3.12M
|
59.7K
$4.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
43.5KNew |
$2.66M - $2.93M
|
43.5K
$3.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33K+ 10171.91% |
$2.01M - $2.22M
|
33.3K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.8K+ 37.14% |
$1.76M - $1.94M
|
106K
$7.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.3K+ 46.57% |
$1.61M - $1.77M
|
82.8K
$5.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
23.5K+ 50.96% |
$1.44M - $1.59M
|
69.8K
$4.97M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.6K+ 655.66% |
$1.02M - $1.12M
|
19.2K
$1.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.7K+ 251.83% |
$960K - $1.06M
|
21.9K
$1.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.8K+ 2.54% |
$722K - $797K
|
478K
$34M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 17.53% |
$688K - $758K
|
75.4K
$5.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.25K+ 13.34% |
$566K - $624K
|
78.6K
$5.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.27KNew |
$505K - $557K
|
8.27K
$589K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.18KNew |
$439K - $484K
|
7.18K
$511K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.13KNew |
$436K - $481K
|
7.13K
$508K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.1KNew |
$373K - $411K
|
6.1K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.83K+ 4858.33% |
$356K - $393K
|
5.95K
$424K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.8KNew |
$354K - $391K
|
5.8K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.26K+ 23.02% |
$322K - $355K
|
28.1K
$2M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.08KNew |
$310K - $342K
|
5.08K
$362K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.44K+ 3.0% |
$271K - $299K
|
152K
$10.9M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.18KNew |
$256K - $282K
|
4.18K
$298K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.02KNew |
$245K - $271K
|
4.02K
$286K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
3.93K+ 23.68% |
$240K - $265K
|
20.5K
$1.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.69K+ 26.77% |
$226K - $249K
|
17.5K
$1.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.5K+ 29.24% |
$214K - $236K
|
15.4K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.21KNew |
$196K - $217K
|
3.21K
$229K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.18KNew |
$194K - $214K
|
3.18K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.17KNew |
$194K - $214K
|
3.17K
$226K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.14KNew |
$192K - $212K
|
3.14K
$224K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.13KNew |
$191K - $211K
|
3.13K
$223K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.08K+ 55.58% |
$188K - $208K
|
8.63K
$615K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.83K+ 81.66% |
$173K - $191K
|
6.3K
$449K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.82K+ 16.69% |
$172K - $190K
|
19.7K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.82K+ 16.69% |
$172K - $190K
|
19.7K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.58KNew |
$158K - $174K
|
2.58K
$184K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 25.64% |
$151K - $167K
|
12.1K
$863K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.11K+ 6.07% |
$129K - $142K
|
36.8K
$2.62M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
2.1KNew |
$128K - $142K
|
2.1K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.04KNew |
$125K - $137K
|
2.04K
$145K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2K+ 51.45% |
$122K - $135K
|
5.89K
$420K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.98KNew |
$121K - $133K
|
1.98K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.75K+ 26.15% |
$107K - $118K
|
8.44K
$601K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.62K+ 22.13% |
$99K - $109K
|
8.94K
$637K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.04K+ 13.51% |
$63.5K - $70K
|
8.73K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
400New |
$24.4K - $27K
|
400
$28.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
235+ 9.91% |
$14.4K - $15.8K
|
2.61K
$186K
|