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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
42.4K+ 4.59% |
$2.82M - $3.08M
|
965K
$65.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.96K+ 29.32% |
$331K - $361K
|
21.9K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.21K- 3.59% |
$214K - $234K
|
86.3K
$5.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.97K+ 5.38% |
$398K - $435K
|
117K
$7.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.56K+ 10.4% |
$104K - $113K
|
16.5K
$1.13M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-221- 6.72% |
$15K - $16.2K
|
3.07K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.34K- 44.11% |
$226K - $244K
|
4.24K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53+ 1.17% |
$3.59K - $3.88K
|
4.6K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.04KNew |
$341K - $369K
|
5.04K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.08K- 5.88% |
$276K - $298K
|
65.3K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.95KNew |
$335K - $362K
|
4.95K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72KNew |
$252K - $272K
|
3.72K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.94KNew |
$199K - $215K
|
2.94K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87- 94.57% |
$5.89K - $6.36K
|
5
$341
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.19% |
$1.63K - $1.76K
|
12.8K
$871K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-71.5K- 49.63% |
$4.84M - $5.23M
|
72.5K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.62KNew |
$584K - $630K
|
8.62K
$588K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
876New |
$59.3K - $64.1K
|
876
$59.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
989New |
$67K - $72.3K
|
989
$67.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.99KNew |
$406K - $438K
|
5.99K
$409K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
271+ 6.54% |
$18.4K - $19.8K
|
4.42K
$301K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$23.7K - $25.6K
|
350
$23.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$67.7 - $73.1
|
5.81K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16- 1.94% |
$1.08K - $1.17K
|
808
$55.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$11.7K - $12.7K
|
173
$11.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-135- 66.18% |
$9.14K - $9.87K
|
69
$4.71K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248New |
$16.8K - $18.1K
|
248
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.38K- 48.62% |
$297K - $320K
|
4.63K
$316K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$948 - $1.02K
|
14
$956
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
163New |
$11K - $11.9K
|
163
$11.1K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
182+ 3.73% |
$11.9K - $13.3K
|
5.07K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$1.72M - $1.92M
|
26.2K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 69.93% |
$440K - $492K
|
16.3K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510+ 3.43% |
$33.4K - $37.4K
|
15.4K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.44K+ 74.75% |
$421K - $472K
|
15.1K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.9K+ 63.33% |
$5.82M - $6.51M
|
229K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-400- 5.71% |
$26.2K - $29.3K
|
6.61K
$451K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$32.7K - $36.6K
|
500
$34.1K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800+ 80.0% |
$52.4K - $58.6K
|
1.8K
$123K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196+ 1.71% |
$12.8K - $14.4K
|
11.6K
$795K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 4.31% |
$13.1K - $14.7K
|
4.44K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
680+ 3.47% |
$44.5K - $49.8K
|
20.3K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-385- 10.96% |
$25.2K - $28.2K
|
3.13K
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 50.0% |
$6.55K - $7.33K
|
300
$20.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$327K - $366K
|
5K
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 30.3% |
$6.55K - $7.33K
|
430
$29.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.55% |
$5.89K - $6.59K
|
16.5K
$1.13M
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
78.5KNew |
$4.58M - $5.37M
|
78.5K
$5.36M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-5.85K- 11.72% |
$342K - $400K
|
44.1K
$3.01M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.5KNew |
$849K - $994K
|
14.5K
$993K
|
|