Purchases and Sales Made in Q4 2022 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
245K+ 149.72% |
$13.3M - $15.6M
|
409K
$28.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
200KNew |
$10.9M - $12.7M
|
200K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121K+ 40.54% |
$6.59M - $7.71M
|
420K
$29.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
107KNew |
$5.82M - $6.82M
|
107K
$7.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94K+ 29.82% |
$5.11M - $5.98M
|
409K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
93.4KNew |
$5.08M - $5.94M
|
93.4K
$6.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
51.3K+ 16946.53% |
$2.79M - $3.27M
|
51.7K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49K+ 12.5% |
$2.66M - $3.12M
|
441K
$30.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
47.8KNew |
$2.6M - $3.04M
|
47.8K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.7K+ 152.75% |
$2.43M - $2.84M
|
73.9K
$5.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
44.1KNew |
$2.4M - $2.81M
|
44.1K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.6K+ 12.59% |
$1.66M - $1.95M
|
273K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.3K+ 6.76% |
$1.54M - $1.8M
|
446K
$31.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24.8K+ 121.42% |
$1.35M - $1.58M
|
45.3K
$3.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
24.5K+ 269.99% |
$1.33M - $1.56M
|
33.6K
$2.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
24.4K+ 38.95% |
$1.33M - $1.55M
|
87.1K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 88.39% |
$1.32M - $1.55M
|
51.9K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 39.41% |
$1.04M - $1.21M
|
67.5K
$4.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.5K+ 159.49% |
$895K - $1.05M
|
26.8K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16.1KNew |
$874K - $1.02M
|
16.1K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.6K+ 123.54% |
$850K - $994K
|
28.3K
$1.97M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 3.72% |
$807K - $944K
|
414K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 97.36% |
$793K - $928K
|
29.6K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.5KNew |
$626K - $733K
|
11.5K
$804K
|
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
11.4K+ 6.74% |
$619K - $724K
|
180K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$551K - $645K
|
10.1K
$707K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.88K+ 59.55% |
$537K - $629K
|
26.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.74K+ 36.02% |
$475K - $556K
|
33K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.46K+ 140.35% |
$460K - $538K
|
14.5K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.79K+ 10.02% |
$423K - $495K
|
85.5K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.76K+ 312.2% |
$422K - $493K
|
10.2K
$715K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7.18K+ 8.94% |
$390K - $457K
|
87.5K
$6.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.71K+ 85.6% |
$365K - $427K
|
14.6K
$1.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.88K+ 26.57% |
$320K - $374K
|
28K
$1.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.7KNew |
$310K - $363K
|
5.7K
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.64KNew |
$307K - $359K
|
5.64K
$394K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.52K+ 95.66% |
$300K - $351K
|
11.3K
$787K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.96K+ 74.2% |
$270K - $315K
|
11.6K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.65K+ 6.65% |
$253K - $296K
|
74.6K
$5.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$231K - $270K
|
4.24K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$217K - $254K
|
4K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.91KNew |
$213K - $249K
|
3.91K
$273K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
3.9KNew |
$212K - $248K
|
3.9K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.75K+ 77.77% |
$204K - $239K
|
8.57K
$598K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.69KNew |
$200K - $235K
|
3.69K
$257K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6KNew |
$195K - $229K
|
3.6K
$251K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.55KNew |
$193K - $226K
|
3.55K
$248K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51KNew |
$191K - $224K
|
3.51K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.39KNew |
$184K - $216K
|
3.39K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$183K - $215K
|
3.38K
$236K
|