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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$66.7 - $72.8
|
5.21K
$368K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.62KNew |
$584K - $630K
|
8.62K
$610K
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.99KNew |
$406K - $438K
|
5.99K
$424K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.04KNew |
$341K - $369K
|
5.04K
$356K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.95KNew |
$335K - $362K
|
4.95K
$350K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72KNew |
$252K - $272K
|
3.72K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.94KNew |
$199K - $215K
|
2.94K
$208K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
989New |
$67K - $72.3K
|
989
$69.9K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
876New |
$59.3K - $64.1K
|
876
$62K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$23.7K - $25.6K
|
350
$24.8K
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
271+ 6.54% |
$18.4K - $19.8K
|
4.42K
$312K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248New |
$16.8K - $18.1K
|
248
$17.5K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$11.7K - $12.7K
|
173
$12.2K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
163New |
$11K - $11.9K
|
163
$11.5K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53+ 1.17% |
$3.59K - $3.88K
|
4.6K
$325K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.19% |
$1.63K - $1.76K
|
12.8K
$902K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$948 - $1.02K
|
14
$990
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$67.7 - $73.1
|
5.81K
$411K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.9K+ 63.33% |
$5.82M - $6.51M
|
229K
$16.2M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$1.72M - $1.92M
|
26.2K
$1.86M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 69.93% |
$440K - $492K
|
16.3K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.44K+ 74.75% |
$421K - $472K
|
15.1K
$1.06M
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$327K - $366K
|
5K
$354K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800+ 80.0% |
$52.4K - $58.6K
|
1.8K
$127K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
680+ 3.47% |
$44.5K - $49.8K
|
20.3K
$1.44M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510+ 3.43% |
$33.4K - $37.4K
|
15.4K
$1.09M
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$32.7K - $36.6K
|
500
$35.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196+ 1.71% |
$12.8K - $14.4K
|
11.6K
$824K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
182+ 3.73% |
$11.9K - $13.3K
|
5.07K
$358K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 50.0% |
$6.55K - $7.33K
|
300
$21.2K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 30.3% |
$6.55K - $7.33K
|
430
$30.4K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.55% |
$5.89K - $6.59K
|
16.5K
$1.17M
|
|
Q4 2023 | |||||||
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
78.5KNew |
$4.58M - $5.37M
|
78.5K
$5.55M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$889K - $1.04M
|
15.2K
$1.08M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.5KNew |
$849K - $994K
|
14.5K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.6K+ 133.33% |
$560K - $656K
|
16.8K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.17KNew |
$243K - $285K
|
4.17K
$295K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.06KNew |
$179K - $209K
|
3.06K
$216K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.92KNew |
$112K - $131K
|
1.92K
$136K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
915+ 4.04% |
$53.4K - $62.6K
|
23.6K
$1.67M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
750New |
$43.8K - $51.3K
|
750
$53K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
700New |
$40.9K - $47.9K
|
700
$49.5K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
150New |
$8.76K - $10.3K
|
150
$10.6K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$4.49K - $5.26K
|
77
$5.45K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
62New |
$3.62K - $4.24K
|
62
$4.38K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$3.5K - $4.1K
|
60
$4.24K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36New |
$2.1K - $2.46K
|
36
$2.55K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 6.9% |
$584 - $684
|
155
$11K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
159KNew |
$9.51M - $10.3M
|
159K
$11.2M
|