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 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 50.0% |
$6.55K - $7.33K
|
300
$20.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$327K - $366K
|
5K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.55% |
$5.89K - $6.59K
|
16.5K
$1.15M
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
78.5KNew |
$4.58M - $5.37M
|
78.5K
$5.47M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.5KNew |
$849K - $994K
|
14.5K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36New |
$2.1K - $2.46K
|
36
$2.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.6K+ 133.33% |
$560K - $656K
|
16.8K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.17KNew |
$243K - $285K
|
4.17K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
700New |
$40.9K - $47.9K
|
700
$48.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
915+ 4.04% |
$53.4K - $62.6K
|
23.6K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$4.49K - $5.26K
|
77
$5.36K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
150New |
$8.76K - $10.3K
|
150
$10.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
62New |
$3.62K - $4.24K
|
62
$4.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
750New |
$43.8K - $51.3K
|
750
$52.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 33.33% |
$292 - $342
|
10
$697
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-177- 3.64% |
$10.3K - $12.1K
|
4.68K
$326K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-189- 99.47% |
$11.3K - $12.2K
|
1
$69.7
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
118New |
$7.06K - $7.63K
|
118
$8.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
159KNew |
$9.51M - $10.3M
|
159K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
13.8KNew |
$827K - $895K
|
13.8K
$963K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51KNew |
$210K - $227K
|
3.51K
$245K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8.64K+ 7.56% |
$517K - $559K
|
123K
$8.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-10.8K- 85.65% |
$647K - $700K
|
1.81K
$126K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$491 - $551
|
3.49K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.04% |
$109 - $122
|
194
$13.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.54KNew |
$193K - $217K
|
3.54K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 14.08% |
$1.09K - $1.22K
|
162
$11.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.9K- 99.69% |
$104K - $116K
|
6
$418
|
|
| Q1 2023 | |||||||
|
Jul 24, 2025
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.55KNew |
$198K - $234K
|
3.55K
$247K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
$2.79K - $3.3K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
190New |
$10.6K - $12.5K
|
190
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 62.5% |
$14K - $16.5K
|
150
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.52KNew |
$197K - $233K
|
3.52K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-164- 4.19% |
$9.16K - $10.8K
|
3.75K
$261K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.5KNew |
$195K - $231K
|
3.5K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-721- 6.01% |
$40.3K - $47.6K
|
11.3K
$786K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
101+ 0.41% |
$5.64K - $6.67K
|
25K
$1.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.31K+ 33.55% |
$73.1K - $86.4K
|
5.21K
$363K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
121+ 0.91% |
$6.76K - $7.99K
|
13.5K
$937K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
290+ 6.55% |
$16.2K - $19.1K
|
4.72K
$328K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$217K - $254K
|
4K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.5KNew |
$626K - $733K
|
11.5K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
516New |
$28K - $32.8K
|
516
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$5.16K - $6.04K
|
95
$6.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.49K- 7.55% |
$81.1K - $94.9K
|
18.3K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6KNew |
$195K - $229K
|
3.6K
$250K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89New |
$4.84K - $5.66K
|
89
$6.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
307+ 5.89% |
$16.7K - $19.5K
|
5.52K
$384K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$2.72K - $3.18K
|
50
$3.48K
|
|