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 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.64K+ 45.54% |
$166K - $188K
|
8.43K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.8K+ 14.35% |
$3.81M - $4.34M
|
484K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.39K+ 23.35% |
$150K - $171K
|
12.6K
$850K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-703- 10.74% |
$44.1K - $50.2K
|
5.85K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
184KNew |
$11.6M - $13.1M
|
184K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33K- 35.07% |
$2.07M - $2.36M
|
61.1K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 20.45% |
$681K - $775K
|
63.9K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.5K- 4.32% |
$971K - $1.1M
|
343K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 75.7% |
$101K - $115K
|
518
$34.9K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.32K- 16.43% |
$82.5K - $93.9K
|
6.69K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.13K - $1.29K
|
18
$1.21K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-887- 5.8% |
$55.7K - $63.3K
|
14.4K
$972K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
344New |
$21.6K - $24.6K
|
344
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 15.31% |
$1.3M - $1.48M
|
156K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-648- 16.07% |
$40.7K - $46.3K
|
3.39K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138New |
$8.66K - $9.85K
|
138
$9.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.3K- 9.83% |
$3.22M - $3.66M
|
470K
$31.7M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14+ 0.06% |
$879 - $1K
|
22.7K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-15.6K- 25.06% |
$981K - $1.12M
|
46.7K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22New |
$1.38K - $1.57K
|
22
$1.48K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.97K- 52.9% |
$249K - $284K
|
3.54K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
88.1KNew |
$5.53M - $6.29M
|
88.1K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
14.5K+ 6.58% |
$908K - $1.03M
|
234K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 2.62% |
$74.5K - $84.8K
|
44.1K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 1.45% |
$5.4K - $6.14K
|
5.84K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16K- 11.28% |
$1M - $1.14M
|
126K
$8.48M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-94- 1.91% |
$5.9K - $6.71K
|
4.83K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.87K- 2.64% |
$117K - $133K
|
69K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
37+ 9.71% |
$2.32K - $2.64K
|
418
$28.2K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
25.5K+ 5.43% |
$1.6M - $1.82M
|
495K
$33.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.3K- 7.48% |
$3.97M - $4.52M
|
783K
$52.8M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-17.7K- 38.55% |
$1.11M - $1.26M
|
28.2K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.27K- 35.11% |
$142K - $162K
|
4.19K
$283K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 50.0% |
$9.42K - $10.7K
|
150
$10.1K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.32K- 11.03% |
$208K - $237K
|
26.8K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.91K- 2.38% |
$245K - $279K
|
161K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
107+ 3.25% |
$6.72K - $7.64K
|
3.4K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-532- 16.15% |
$33.4K - $38K
|
2.76K
$186K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-956- 4.73% |
$60K - $68.3K
|
19.3K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57KNew |
$98.5K - $112K
|
1.57K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.93% |
$188 - $214
|
326
$22K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.69K+ 11.55% |
$106K - $120K
|
16.3K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.05K- 14.2% |
$66.1K - $75.2K
|
6.36K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.2K- 14.49% |
$831K - $945K
|
78.1K
$5.27M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 2.63% |
$62.8 - $71.4
|
37
$2.49K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
129K+ 103.16% |
$8.09M - $9.2M
|
254K
$17.1M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.09K- 9.42% |
$131K - $149K
|
20.1K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
259+ 1.09% |
$16.3K - $18.5K
|
23.9K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.23K- 37.04% |
$203K - $231K
|
5.5K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
2.84K+ 1.28% |
$178K - $203K
|
224K
$15.1M
|