Latest Institutional Purchases of Cambria Shareholder Yld ETF (SYLD)
This list provides information on the latest institutional transactions involving Cambria Shareholder Yld ETF (SYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
344New |
$21.6K - $24.6K
|
344
$20.8K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
259+ 1.09% |
$16.3K - $18.5K
|
23.9K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
231+ 3.36% |
$14.5K - $16.5K
|
7.11K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
175+ 0.66% |
$11K - $12.5K
|
26.5K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 87.24% |
$10.7K - $12.2K
|
367
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138New |
$8.66K - $9.85K
|
138
$8.33K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
107+ 3.25% |
$6.72K - $7.64K
|
3.4K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
92+ 1.1% |
$5.77K - $6.57K
|
8.49K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
64+ 0.79% |
$4.02K - $4.57K
|
8.12K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
62+ 0.15% |
$3.89K - $4.43K
|
40.9K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
51+ 0.37% |
$3.2K - $3.64K
|
13.7K
$827K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.14K - $3.57K
|
50
$3.02K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
37+ 9.71% |
$2.32K - $2.64K
|
418
$25.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
35+ 0.6% |
$2.2K - $2.5K
|
5.9K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22New |
$1.38K - $1.57K
|
22
$1.33K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.13K - $1.29K
|
18
$1.09K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
17+ 0.05% |
$1.07K - $1.21K
|
33.7K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 0.9% |
$879 - $1K
|
1.57K
$95K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14+ 0.06% |
$879 - $1K
|
22.7K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.93% |
$188 - $214
|
326
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$126 - $143
|
4.08K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$126 - $143
|
5.21K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$62.8 - $71.4
|
51
$3.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28.6K+ 27.15% |
$1.95M - $2.18M
|
134K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.05KNew |
$480K - $537K
|
7.05K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.08KNew |
$414K - $464K
|
6.08K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.25KNew |
$289K - $324K
|
4.25K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.2KNew |
$218K - $244K
|
3.2K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.18KNew |
$216K - $243K
|
3.18K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04KNew |
$207K - $232K
|
3.04K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.91K+ 104.56% |
$198K - $222K
|
5.7K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.71K+ 3.33% |
$116K - $130K
|
53.1K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$80.8K - $90.5K
|
1.19K
$71.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.02K+ 11.82% |
$69.3K - $77.6K
|
9.63K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
736+ 31.25% |
$50.1K - $56.1K
|
3.09K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
600New |
$40.8K - $45.8K
|
600
$36.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$34.7K - $38.9K
|
510
$30.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
472+ 2.09% |
$32.1K - $36K
|
23.1K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
388New |
$26.4K - $29.6K
|
388
$23.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
289+ 9.44% |
$19.7K - $22K
|
3.35K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$13.6K - $15.3K
|
200
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 25.58% |
$7.49K - $8.39K
|
540
$32.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41New |
$2.79K - $3.13K
|
41
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
53.5K+ 127.53% |
$3.57M - $3.9M
|
95.5K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 10.47% |
$1.47M - $1.6M
|
232K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.8KNew |
$1.39M - $1.51M
|
20.8K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.92KNew |
$528K - $577K
|
7.92K
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.85K+ 1.02% |
$457K - $499K
|
677K
$40.9M
|
|