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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.3K- 60.3% |
$396K - $450K
|
4.15K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
26.5K+ 12.64% |
$1.66M - $1.89M
|
236K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
17+ 0.05% |
$1.07K - $1.21K
|
33.7K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.47K+ 3.43% |
$155K - $176K
|
74.4K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$62.8 - $71.4
|
4.86K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.3% |
$5.34K - $6.07K
|
28K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30- 0.22% |
$1.88K - $2.14K
|
13.4K
$806K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-482- 2.03% |
$30.3K - $34.4K
|
23.2K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-590- 13.78% |
$37K - $42.1K
|
3.69K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-792- 19.5% |
$49.7K - $56.5K
|
3.27K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
51+ 0.37% |
$3.2K - $3.64K
|
13.7K
$827K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-46- 0.81% |
$2.89K - $3.28K
|
5.67K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.24K- 12.26% |
$140K - $160K
|
16K
$967K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.3K- 13.13% |
$81.8K - $93K
|
8.62K
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9K- 28.18% |
$565K - $643K
|
22.9K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-899- 16.11% |
$56.4K - $64.2K
|
4.68K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-631- 21.27% |
$39.6K - $45.1K
|
2.34K
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$62.8 - $71.4
|
51
$3.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-26- 0.72% |
$1.63K - $1.86K
|
3.57K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
632+ 7.85% |
$39.7K - $45.1K
|
8.69K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
408New |
$25.6K - $29.1K
|
408
$24.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 2.09% |
$97.9K - $111K
|
73.2K
$4.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
875+ 4.62% |
$54.9K - $62.5K
|
19.8K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-12.4K- 42.81% |
$779K - $886K
|
16.6K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 4.66% |
$14.2K - $16.1K
|
4.62K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
911+ 5.35% |
$57.2K - $65K
|
18K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
876+ 3.78% |
$55K - $62.5K
|
24K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-750- 17.12% |
$47.1K - $53.6K
|
3.63K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.1K- 38.99% |
$1.7M - $1.93M
|
42.4K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.52K- 28.32% |
$95.7K - $109K
|
3.86K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.89KNew |
$244K - $277K
|
3.89K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-5.66K- 6.11% |
$355K - $404K
|
86.9K
$5.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.89K- 14.28% |
$621K - $706K
|
59.3K
$3.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.1K+ 7.39% |
$68.9K - $78.3K
|
15.9K
$962K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
531+ 2.28% |
$33.3K - $37.9K
|
23.8K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$126 - $143
|
5.21K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 7.0% |
$109K - $124K
|
26.4K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 9.52% |
$1.8M - $2.05M
|
330K
$19.9M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
847+ 11.83% |
$53.2K - $60.5K
|
8.01K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 87.24% |
$10.7K - $12.2K
|
367
$22.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
64+ 0.79% |
$4.02K - $4.57K
|
8.12K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-30.6K- 18.32% |
$1.92M - $2.19M
|
137K
$8.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.43K- 1.86% |
$215K - $245K
|
181K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.49K+ 8.0% |
$596K - $678K
|
128K
$7.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.29K- 6.16% |
$583K - $663K
|
141K
$8.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
92+ 1.1% |
$5.77K - $6.57K
|
8.49K
$512K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.53% |
$4.9K - $5.57K
|
14.5K
$878K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-915K- 90.23% |
$57.4M - $65.3M
|
99.1K
$5.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.7K+ 6.3% |
$735K - $836K
|
198K
$11.9M
|