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 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.71K- 12.96% |
$316K - $374K
|
38.3K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-104K- 40.78% |
$5.73M - $6.79M
|
150K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
142+ 2.73% |
$7.86K - $9.31K
|
5.35K
$373K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.2K- 50.84% |
$674K - $798K
|
11.8K
$820K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
273+ 17.39% |
$15.1K - $17.9K
|
1.84K
$128K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-2.43K- 7.21% |
$134K - $159K
|
31.2K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$55.4 - $65.6
|
3.39K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8.42K- 96.53% |
$466K - $552K
|
303
$21.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
42+ 1.18% |
$2.32K - $2.75K
|
3.62K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5K+ 39.79% |
$277K - $328K
|
17.6K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.06KNew |
$225K - $266K
|
4.06K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-438- 7.73% |
$24.2K - $28.7K
|
5.23K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-503- 4.15% |
$27.8K - $33K
|
11.6K
$810K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
683New |
$37.8K - $44.8K
|
683
$47.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.51K+ 8.58% |
$194K - $230K
|
44.4K
$3.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-60.1K- 60.67% |
$3.33M - $3.94M
|
39K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.5K- 64.75% |
$1.52M - $1.8M
|
14.9K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$55.4 - $65.6
|
1
$69.7
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-641- 2.79% |
$35.5K - $42K
|
22.3K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9.1K- 33.98% |
$504K - $597K
|
17.7K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 8.9% |
$890K - $1.05M
|
165K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-62- 0.45% |
$3.43K - $4.07K
|
13.6K
$950K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-11.7K- 8.58% |
$649K - $768K
|
125K
$8.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
111+ 1.37% |
$6.14K - $7.28K
|
8.23K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.2K+ 7.55% |
$66.6K - $78.9K
|
17.1K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.7K- 40.41% |
$371K - $439K
|
9.88K
$688K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-506- 5.96% |
$28K - $33.2K
|
7.98K
$556K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
42+ 0.48% |
$2.32K - $2.75K
|
8.73K
$608K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-187- 3.85% |
$10.4K - $12.3K
|
4.67K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.1KNew |
$1.67M - $1.97M
|
30.1K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.21K- 15.53% |
$510K - $604K
|
50.1K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.8K- 8.37% |
$655K - $776K
|
130K
$9.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-29.3K- 22.86% |
$1.62M - $1.92M
|
98.8K
$6.88M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
244+ 3.05% |
$13.5K - $16K
|
8.25K
$575K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17.3K- 12.1% |
$1.09M - $1.24M
|
126K
$8.77M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.25KClosed |
$266K - $303K
|
0
$0
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.28K+ 10.46% |
$143K - $162K
|
24K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-960- 86.25% |
$60.3K - $68.5K
|
153
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19K- 75.41% |
$1.19M - $1.36M
|
6.19K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-70- 1.16% |
$4.39K - $5K
|
5.96K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.45K+ 14.85% |
$217K - $247K
|
26.7K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.06KNew |
$317K - $361K
|
5.06K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$337K - $384K
|
5.37K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 33.44% |
$93.1K - $106K
|
2.95K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54KNew |
$348K - $395K
|
5.54K
$386K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 0.9% |
$879 - $1K
|
1.57K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
344New |
$21.6K - $24.6K
|
344
$24K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.13K - $1.29K
|
18
$1.25K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138New |
$8.66K - $9.85K
|
138
$9.61K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 75.7% |
$101K - $115K
|
518
$36.1K
|
|