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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16K+ 8.09% |
$884K - $1.05M
|
214K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.48% |
$1.11K - $1.31K
|
4.21K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.92K- 12.69% |
$549K - $650K
|
68.2K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
500New |
$27.7K - $32.8K
|
500
$34.8K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40K+ 25.68% |
$2.22M - $2.63M
|
196K
$13.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.41KNew |
$244K - $289K
|
4.41K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-996- 17.04% |
$55.1K - $65.3K
|
4.85K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-5.67K- 44.97% |
$314K - $372K
|
6.94K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 10.11% |
$100K - $119K
|
19.8K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
443+ 3.07% |
$24.5K - $29K
|
14.9K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.6K- 1.62% |
$144K - $170K
|
158K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.37K- 16.13% |
$131K - $155K
|
12.3K
$857K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-38.3K- 81.89% |
$2.12M - $2.51M
|
8.46K
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
847+ 129.71% |
$46.9K - $55.5K
|
1.5K
$105K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.63K+ 11.93% |
$422K - $500K
|
71.6K
$4.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2K- 29.82% |
$110K - $131K
|
4.7K
$327K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.8K- 16.76% |
$4.36M - $5.17M
|
391K
$27.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.94KNew |
$495K - $586K
|
8.94K
$623K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.78K+ 27.9% |
$98.6K - $117K
|
8.17K
$569K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.5K+ 21.82% |
$193K - $229K
|
19.5K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-776- 28.1% |
$43K - $50.9K
|
1.99K
$138K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
864+ 5.3% |
$47.8K - $56.7K
|
17.2K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.7K+ 204.35% |
$260K - $308K
|
7K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04K+ 10.17% |
$113K - $134K
|
22.1K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
150New |
$8.3K - $9.84K
|
150
$10.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-3.93K- 36.62% |
$218K - $258K
|
6.81K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
54.5KNew |
$3.02M - $3.58M
|
54.5K
$3.8M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
12.5K+ 5.33% |
$691K - $819K
|
247K
$17.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-799- 16.55% |
$44.2K - $52.4K
|
4.03K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.8K+ 28.16% |
$1.37M - $1.63M
|
113K
$7.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
82New |
$4.54K - $5.38K
|
82
$5.71K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.18K- 93.15% |
$120K - $143K
|
160
$11.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-48- 0.08% |
$2.66K - $3.15K
|
58.6K
$4.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.9K- 18.74% |
$772K - $914K
|
60.5K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-350- 1.77% |
$19.4K - $22.9K
|
19.5K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-453- 0.2% |
$25.1K - $29.7K
|
224K
$15.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 15.13% |
$613K - $726K
|
62.1K
$4.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4- 80.0% |
$221 - $262
|
1
$69.7
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.6K+ 33.41% |
$1.42M - $1.68M
|
102K
$7.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-2.72K- 11.71% |
$151K - $178K
|
20.5K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.53K- 23.34% |
$362K - $428K
|
21.5K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 2.71% |
$5.54K - $6.56K
|
3.59K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-174- 0.84% |
$9.63K - $11.4K
|
20.6K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-21.6K- 44.36% |
$1.19M - $1.41M
|
27.1K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
956+ 1620.34% |
$52.9K - $62.7K
|
1.02K
$70.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-223- 1.53% |
$12.3K - $14.6K
|
14.3K
$998K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
181+ 4.69% |
$10K - $11.9K
|
4.04K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.68K- 80.07% |
$259K - $307K
|
1.16K
$81.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
128+ 0.96% |
$7.08K - $8.39K
|
13.5K
$940K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
36.3K+ 11.02% |
$2.01M - $2.38M
|
366K
$25.5M
|