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 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
400+ 4.35% |
$26.2K - $29.3K
|
9.6K
$642K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63New |
$4.12K - $4.62K
|
63
$4.21K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.1K+ 600.32% |
$2.1M - $2.35M
|
37.4K
$2.5M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-212- 6.06% |
$13.9K - $15.5K
|
3.29K
$220K
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.99KNew |
$195K - $219K
|
2.99K
$200K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.63K- 6.59% |
$172K - $192K
|
37.2K
$2.49M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 1.33% |
$6.55K - $7.33K
|
7.44K
$497K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.86K+ 125.97% |
$253K - $283K
|
6.93K
$463K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
929+ 21.13% |
$60.8K - $68.1K
|
5.33K
$356K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
814+ 6.04% |
$53.3K - $59.6K
|
14.3K
$955K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.16K- 13.83% |
$469K - $525K
|
44.6K
$2.98M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 75.45% |
$2.12M - $2.37M
|
10.5K
$703K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.5K+ 19.52% |
$1.15M - $1.28M
|
107K
$7.17M
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-149K- 62.28% |
$9.76M - $10.9M
|
90.3K
$6.04M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.8K+ 151.32% |
$2.61M - $2.92M
|
66.2K
$4.42M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
40.4KNew |
$2.65M - $2.96M
|
40.4K
$2.7M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.59KNew |
$300K - $336K
|
4.59K
$307K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-21- 0.53% |
$1.37K - $1.54K
|
3.91K
$261K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 14.53% |
$777K - $869K
|
93.5K
$6.25M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.31K- 13.81% |
$217K - $243K
|
20.7K
$1.38M
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
993+ 9.48% |
$65K - $72.8K
|
11.5K
$767K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60.5K+ 72.37% |
$3.96M - $4.43M
|
144K
$9.63M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-65- 2.03% |
$4.25K - $4.76K
|
3.14K
$210K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-400- 5.71% |
$26.2K - $29.3K
|
6.61K
$442K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.2K+ 61.05% |
$862K - $965K
|
34.7K
$2.32M
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-166- 7.39% |
$10.9K - $12.2K
|
2.08K
$139K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-588- 3.26% |
$38.5K - $43.1K
|
17.4K
$1.17M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
715+ 6.13% |
$46.8K - $52.4K
|
12.4K
$828K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$32.7K - $36.6K
|
500
$33.4K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.57% |
$1.64K - $1.83K
|
4.41K
$295K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
184+ 2.03% |
$12K - $13.5K
|
9.23K
$617K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800+ 80.0% |
$52.4K - $58.6K
|
1.8K
$120K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
260+ 6.69% |
$17K - $19.1K
|
4.14K
$277K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 0.91% |
$2.49K - $2.78K
|
4.21K
$281K
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
41+ 0.57% |
$2.68K - $3K
|
7.19K
$481K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196+ 1.71% |
$12.8K - $14.4K
|
11.6K
$779K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.16KNew |
$338K - $378K
|
5.16K
$345K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40.1KNew |
$2.63M - $2.94M
|
40.1K
$2.68M
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
96+ 2.68% |
$6.28K - $7.03K
|
3.68K
$246K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
680+ 3.47% |
$44.5K - $49.8K
|
20.3K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-60K- 35.56% |
$3.93M - $4.39M
|
109K
$7.27M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 17.65% |
$764K - $856K
|
77.8K
$5.2M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9KNew |
$589K - $660K
|
9K
$602K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-300- 1.85% |
$19.6K - $22K
|
16K
$1.07M
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 4.31% |
$13.1K - $14.7K
|
4.44K
$297K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-161K- 21.54% |
$10.5M - $11.8M
|
585K
$39.1M
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
127+ 0.06% |
$8.31K - $9.31K
|
198K
$13.2M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67.5K+ 75.44% |
$4.42M - $4.94M
|
157K
$10.5M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
699+ 559.2% |
$45.7K - $51.2K
|
824
$55.1K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.94K+ 143.63% |
$323K - $362K
|
8.37K
$560K
|