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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
861+ 1.13% |
$58.3K - $63K
|
77.3K
$5.53M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.29KNew |
$426K - $460K
|
6.29K
$450K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
115+ 250.0% |
$7.79K - $8.41K
|
161
$11.5K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
458+ 9.2% |
$31K - $33.5K
|
5.43K
$389K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
443+ 3.86% |
$30K - $32.4K
|
11.9K
$853K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.41K+ 33.9% |
$163K - $176K
|
9.5K
$680K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $146
|
5.2K
$373K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16- 1.94% |
$1.08K - $1.17K
|
808
$57.9K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-135- 66.18% |
$9.14K - $9.87K
|
69
$4.94K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$11.7K - $12.7K
|
173
$12.4K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.66K+ 4.77% |
$112K - $121K
|
36.4K
$2.61M
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
709+ 0.8% |
$48K - $51.8K
|
89.5K
$6.41M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.7K+ 56.96% |
$115K - $124K
|
4.69K
$336K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 5.88% |
$135 - $146
|
36
$2.58K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.8K+ 8.37% |
$3.51M - $3.79M
|
670K
$48M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 13.73% |
$1.72M - $1.85M
|
210K
$15M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 5.88% |
$69.5K - $75K
|
18.5K
$1.32M
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.27K- 2.51% |
$154K - $166K
|
88.1K
$6.31M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.2K+ 4.9% |
$895K - $967K
|
283K
$20.3M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14K+ 8.89% |
$952K - $1.03M
|
172K
$12.3M
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
690+ 0.7% |
$46.7K - $50.5K
|
99K
$7.09M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.81K+ 12.89% |
$529K - $571K
|
68.4K
$4.89M
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-2.33K- 22.12% |
$158K - $171K
|
8.21K
$588K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-9- 0.17% |
$610 - $658
|
5.42K
$388K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
13.4K+ 4.03% |
$908K - $980K
|
346K
$24.8M
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 7.47% |
$15.8K - $17K
|
3.35K
$240K
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-41.4K- 76.48% |
$2.8M - $3.03M
|
12.7K
$911K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.2K+ 88.23% |
$1.77M - $1.91M
|
55.8K
$4M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.21% |
$2.57K - $2.78K
|
18.2K
$1.31M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
131K+ 1741.54% |
$8.88M - $9.59M
|
139K
$9.93M
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.57K+ 9.27% |
$106K - $115K
|
18.5K
$1.33M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.04K+ 31.4% |
$274K - $296K
|
16.9K
$1.21M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.9K+ 1.01% |
$129K - $139K
|
190K
$13.6M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
489+ 4.45% |
$33.1K - $35.8K
|
11.5K
$822K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-293- 5.5% |
$19.8K - $21.4K
|
5.03K
$360K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.68K+ 85.42% |
$181K - $196K
|
5.81K
$416K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
401+ 6.51% |
$27.2K - $29.3K
|
6.56K
$470K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.1K+ 8.85% |
$820K - $886K
|
149K
$10.7M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.38K- 48.62% |
$297K - $320K
|
4.63K
$331K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248New |
$16.8K - $18.1K
|
248
$17.8K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$948 - $1.02K
|
14
$1K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
40.9K+ 4.64% |
$2.77M - $2.99M
|
922K
$66M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9.02K+ 9.78% |
$611K - $659K
|
101K
$7.25M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
163New |
$11K - $11.9K
|
163
$11.7K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 11.55% |
$5.64M - $6.32M
|
832K
$59.6M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
225New |
$14.7K - $16.5K
|
225
$16.1K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18K+ 12.62% |
$1.18M - $1.32M
|
160K
$11.5M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
182+ 3.73% |
$11.9K - $13.3K
|
5.07K
$363K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 69.93% |
$440K - $492K
|
16.3K
$1.17M
|