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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-671- 2.78% |
$45.7K - $51.2K
|
23.5K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$34.7K - $38.9K
|
510
$35.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 25.58% |
$7.49K - $8.39K
|
540
$37.6K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
53.5K+ 127.53% |
$3.57M - $3.9M
|
95.5K
$6.65M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 2.78% |
$66.7 - $72.8
|
37
$2.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.92KNew |
$528K - $577K
|
7.92K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.8KNew |
$187K - $204K
|
2.8K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-385- 7.88% |
$25.7K - $28K
|
4.5K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
50+ 0.92% |
$3.33K - $3.64K
|
5.48K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-446- 4.69% |
$29.7K - $32.5K
|
9.05K
$631K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120New |
$8K - $8.74K
|
120
$8.36K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.21KNew |
$214K - $233K
|
3.21K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.7KNew |
$380K - $415K
|
5.7K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$20K - $21.8K
|
300
$20.9K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-40- 25.32% |
$2.67K - $2.91K
|
118
$8.22K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-500- 13.59% |
$33.3K - $36.4K
|
3.18K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.85K+ 1.02% |
$457K - $499K
|
677K
$47.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 10.47% |
$1.47M - $1.6M
|
232K
$16.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-740- 16.16% |
$49.3K - $53.9K
|
3.84K
$267K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
212New |
$14.1K - $15.4K
|
212
$14.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-221- 6.72% |
$15K - $16.2K
|
3.07K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.34K- 44.11% |
$226K - $244K
|
4.24K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.04KNew |
$341K - $369K
|
5.04K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53+ 1.17% |
$3.59K - $3.88K
|
4.6K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72KNew |
$252K - $272K
|
3.72K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-71.5K- 49.63% |
$4.84M - $5.23M
|
72.5K
$5.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.19% |
$1.63K - $1.76K
|
12.8K
$889K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.62KNew |
$584K - $630K
|
8.62K
$601K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
989New |
$67K - $72.3K
|
989
$68.9K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
271+ 6.54% |
$18.4K - $19.8K
|
4.42K
$308K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$23.7K - $25.6K
|
350
$24.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$11.7K - $12.7K
|
173
$12.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.38K- 48.62% |
$297K - $320K
|
4.63K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248New |
$16.8K - $18.1K
|
248
$17.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$948 - $1.02K
|
14
$975
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
163New |
$11K - $11.9K
|
163
$11.4K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
169+ 225.33% |
$11.1K - $12.4K
|
244
$17K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.38KClosed |
$221K - $248K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
182+ 3.73% |
$11.9K - $13.3K
|
5.07K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.44K+ 74.75% |
$421K - $472K
|
15.1K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$1.72M - $1.92M
|
26.2K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510+ 3.43% |
$33.4K - $37.4K
|
15.4K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 69.93% |
$440K - $492K
|
16.3K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.9K+ 63.33% |
$5.82M - $6.51M
|
229K
$16M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-400- 5.71% |
$26.2K - $29.3K
|
6.61K
$461K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$32.7K - $36.6K
|
500
$34.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196+ 1.71% |
$12.8K - $14.4K
|
11.6K
$812K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800+ 80.0% |
$52.4K - $58.6K
|
1.8K
$125K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
680+ 3.47% |
$44.5K - $49.8K
|
20.3K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-385- 10.96% |
$25.2K - $28.2K
|
3.13K
$218K
|
|