Latest Institutional Transactions on Cambria Shareholder Yld ETF (SYLD)
This table provides information on the latest institutional transactions involving Cambria Shareholder Yld ETF (SYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 195.69% |
$2.08M - $2.32M
|
47.9K
$3.22M
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
744+ 4.59% |
$48.7K - $54.5K
|
17K
$1.14M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
182+ 3.73% |
$11.9K - $13.3K
|
5.07K
$340K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.6K+ 791.35% |
$5.21M - $5.83M
|
89.7K
$6.02M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.05K+ 13.64% |
$265K - $297K
|
33.8K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 11.55% |
$5.64M - $6.32M
|
832K
$55.9M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 1.14% |
$324K - $363K
|
440K
$29.5M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.93K- 58.55% |
$323K - $361K
|
3.49K
$234K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 3.02% |
$71.4K - $79.9K
|
37.2K
$2.49M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43.7KNew |
$2.86M - $3.2M
|
43.7K
$2.93M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
155New |
$10.1K - $11.4K
|
155
$10.4K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.09K+ 11.79% |
$71.4K - $79.9K
|
10.3K
$694K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.6K+ 94.53% |
$3.71M - $4.15M
|
117K
$7.82M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.4K+ 61.03% |
$91.8K - $103K
|
3.7K
$248K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
100+ 2.25% |
$6.55K - $7.33K
|
4.55K
$305K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.7K- 51.94% |
$111K - $125K
|
1.58K
$106K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.84K- 23.16% |
$578K - $647K
|
29.3K
$1.97M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$133K - $148K
|
2.03K
$136K
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.82KNew |
$185K - $207K
|
2.82K
$189K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.44K+ 74.75% |
$421K - $472K
|
15.1K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-62.5K- 12.61% |
$4.09M - $4.58M
|
433K
$29.1M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.58KNew |
$496K - $555K
|
7.58K
$508K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.96K- 20.49% |
$455K - $510K
|
27K
$1.81M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$1.72M - $1.92M
|
26.2K
$1.76M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510+ 3.43% |
$33.4K - $37.4K
|
15.4K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 69.93% |
$440K - $492K
|
16.3K
$1.1M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.63K+ 2.32% |
$237K - $266K
|
160K
$10.7M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.4K+ 20.51% |
$615K - $689K
|
55.2K
$3.71M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.6K+ 47.0% |
$2.13M - $2.39M
|
102K
$6.84M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.5K+ 230.51% |
$2.06M - $2.3M
|
45.1K
$3.03M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-444- 0.64% |
$29.1K - $32.5K
|
69.4K
$4.66M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
207K+ 65.53% |
$13.5M - $15.2M
|
523K
$35.1M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 1.43% |
$74.4K - $83.2K
|
78.3K
$5.25M
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4.98KNew |
$326K - $365K
|
4.98K
$334K
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
10.4K+ 5.66% |
$680K - $761K
|
194K
$13M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.99KNew |
$196K - $219K
|
2.99K
$201K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
850+ 4.47% |
$55.6K - $62.3K
|
19.9K
$1.33M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$241K - $269K
|
3.68K
$247K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.1K+ 11.93% |
$465K - $520K
|
66.6K
$4.47M
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.13KNew |
$205K - $230K
|
3.13K
$210K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.92K+ 95.07% |
$388K - $434K
|
12.2K
$816K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.9K+ 63.33% |
$5.82M - $6.51M
|
229K
$15.4M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.79K- 5.82% |
$117K - $131K
|
29K
$1.95M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.1K+ 600.32% |
$2.1M - $2.35M
|
37.4K
$2.51M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
223K+ 54.45% |
$14.6M - $16.4M
|
634K
$42.5M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 35.66% |
$3.34K - $3.74K
|
92
$6.17K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.21K+ 1.79% |
$78.9K - $88.3K
|
68.6K
$4.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.81K- 0.93% |
$184K - $206K
|
299K
$20.1M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 4.56% |
$95.4K - $107K
|
33.4K
$2.24M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
400+ 4.35% |
$26.2K - $29.3K
|
9.6K
$644K
|