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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.7K- 96.54% |
$1.17M - $1.33M
|
671
$40.5K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19K- 75.41% |
$1.19M - $1.36M
|
6.19K
$374K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
231+ 3.36% |
$14.5K - $16.5K
|
7.11K
$429K
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-120K- 57.48% |
$7.52M - $8.55M
|
88.6K
$5.35M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-960- 86.25% |
$60.3K - $68.5K
|
153
$9.24K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$2.16M - $2.45M
|
34.4K
$2.07M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-70- 1.16% |
$4.39K - $5K
|
5.96K
$359K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 81.22% |
$6.94M - $7.9M
|
247K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.9K- 5.4% |
$3.76M - $4.28M
|
1.05M
$63.4M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.45K+ 14.85% |
$217K - $247K
|
26.7K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-32- 0.26% |
$2.01K - $2.28K
|
12.1K
$732K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$126 - $143
|
4.08K
$246K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$337K - $384K
|
5.37K
$324K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.06KNew |
$317K - $361K
|
5.06K
$305K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
175+ 0.66% |
$11K - $12.5K
|
26.5K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.53K- 24.69% |
$222K - $252K
|
10.8K
$650K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.9K+ 35.41% |
$2.69M - $3.06M
|
164K
$9.89M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.7K- 87.63% |
$2.18M - $2.48M
|
4.89K
$295K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-64.2K- 81.4% |
$4.03M - $4.58M
|
14.7K
$885K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
32.3K+ 17.34% |
$2.03M - $2.31M
|
219K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 33.44% |
$93.1K - $106K
|
2.95K
$178K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.94K- 38.16% |
$247K - $281K
|
6.39K
$385K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54KNew |
$348K - $395K
|
5.54K
$334K
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
639+ 11.11% |
$40.1K - $45.6K
|
6.39K
$386K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
973+ 6.75% |
$61.1K - $69.5K
|
15.4K
$929K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
800+ 23.96% |
$50.2K - $57.1K
|
4.14K
$250K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.26K- 30.38% |
$205K - $233K
|
7.48K
$451K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-61.3K- 12.75% |
$3.85M - $4.38M
|
420K
$25.3M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-155Closed |
$9.73K - $11.1K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-130- 2.45% |
$8.16K - $9.28K
|
5.18K
$313K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 32.95% |
$725K - $825K
|
46.6K
$2.81M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
470+ 3.18% |
$29.5K - $33.6K
|
15.3K
$921K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
542+ 0.87% |
$34K - $38.7K
|
62.5K
$3.78M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.41K+ 34.97% |
$88.4K - $101K
|
5.44K
$328K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.42K+ 42.22% |
$466K - $530K
|
25K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.3K+ 16.29% |
$1.78M - $2.02M
|
202K
$12.2M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 15.27% |
$72.1K - $82K
|
8.68K
$524K
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.39K+ 23.35% |
$150K - $171K
|
12.6K
$762K
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-236K- 82.92% |
$14.8M - $16.9M
|
48.6K
$2.93M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 0.9% |
$879 - $1K
|
1.57K
$95K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-703- 10.74% |
$44.1K - $50.2K
|
5.85K
$353K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 7.01% |
$223K - $253K
|
54.2K
$3.27M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33K- 35.07% |
$2.07M - $2.36M
|
61.1K
$3.69M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 20.45% |
$681K - $775K
|
63.9K
$3.86M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.5K- 4.32% |
$971K - $1.1M
|
343K
$20.7M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.8K+ 14.35% |
$3.81M - $4.34M
|
484K
$29.2M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.64K+ 45.54% |
$166K - $188K
|
8.43K
$509K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
184KNew |
$11.6M - $13.1M
|
184K
$11.1M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.13K - $1.29K
|
18
$1.09K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 75.7% |
$101K - $115K
|
518
$31.3K
|