Purchases and Sales Made in Q4 2023 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.08K+ 78.89% |
$238K - $279K
|
9.25K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.94K+ 41.4% |
$230K - $270K
|
13.5K
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.44KNew |
$201K - $235K
|
3.44K
$218K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.38KNew |
$198K - $231K
|
3.38K
$215K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.28KNew |
$191K - $224K
|
3.28K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.2KNew |
$187K - $219K
|
3.2K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.13KNew |
$183K - $214K
|
3.13K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.1K+ 58.13% |
$181K - $212K
|
8.42K
$535K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.09KNew |
$180K - $211K
|
3.09K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.07KNew |
$179K - $210K
|
3.07K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.06KNew |
$179K - $209K
|
3.06K
$194K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.04K+ 54.4% |
$177K - $208K
|
8.61K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.94K+ 12.59% |
$172K - $201K
|
26.3K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.41K+ 72.35% |
$141K - $165K
|
5.74K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 14.39% |
$140K - $163K
|
19K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.14K+ 55.13% |
$125K - $146K
|
6.02K
$383K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2K+ 55.63% |
$117K - $137K
|
5.6K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2K+ 13.27% |
$117K - $137K
|
17.1K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.92KNew |
$112K - $131K
|
1.92K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.86K+ 25.33% |
$109K - $127K
|
9.2K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.52K+ 32.51% |
$88.7K - $104K
|
6.2K
$394K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 2.63% |
$85.9K - $101K
|
57.5K
$3.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.45K+ 16.48% |
$84.6K - $99.1K
|
10.3K
$651K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.37K+ 13.3% |
$79.9K - $93.6K
|
11.7K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.18K+ 12.74% |
$69.1K - $81K
|
10.5K
$666K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.13K+ 7.48% |
$66K - $77.3K
|
16.3K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.12K+ 3.62% |
$65.1K - $76.3K
|
32K
$2.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
$58.4K - $68.4K
|
1K
$63.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
996+ 22.85% |
$58.1K - $68.1K
|
5.35K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
915+ 4.04% |
$53.4K - $62.6K
|
23.6K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
750New |
$43.8K - $51.3K
|
750
$47.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
700New |
$40.9K - $47.9K
|
700
$44.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
503+ 1.28% |
$29.4K - $34.4K
|
39.8K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
443+ 3.07% |
$25.9K - $30.3K
|
14.9K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
434+ 2.31% |
$25.3K - $29.7K
|
19.2K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
248+ 2.82% |
$14.5K - $17K
|
9.04K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
244New |
$14.2K - $16.7K
|
244
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
241+ 0.15% |
$14.1K - $16.5K
|
156K
$9.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
217+ 0.32% |
$12.7K - $14.8K
|
67.4K
$4.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
200New |
$11.7K - $13.7K
|
200
$12.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
176+ 4.41% |
$10.3K - $12K
|
4.17K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
150New |
$8.76K - $10.3K
|
150
$9.53K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138+ 2760.0% |
$8.06K - $9.44K
|
143
$9.09K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
134+ 3.57% |
$7.82K - $9.16K
|
3.88K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
125New |
$7.3K - $8.55K
|
125
$7.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
116+ 429.63% |
$6.77K - $7.93K
|
143
$9.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
115+ 3.32% |
$6.71K - $7.86K
|
3.58K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
105+ 1.87% |
$6.13K - $7.18K
|
5.71K
$363K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78+ 0.36% |
$4.55K - $5.33K
|
21.6K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$4.49K - $5.26K
|
77
$4.89K
|