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 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 0.91% |
$2.49K - $2.78K
|
4.21K
$282K
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
30+ 0.97% |
$1.96K - $2.2K
|
3.12K
$209K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.57% |
$1.64K - $1.83K
|
4.41K
$296K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$65.5 - $73.3
|
5.2K
$349K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$889K - $1.04M
|
15.2K
$1.02M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.5KNew |
$849K - $994K
|
14.5K
$976K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.6K+ 133.33% |
$560K - $656K
|
16.8K
$1.13M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.17KNew |
$243K - $285K
|
4.17K
$280K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.13KNew |
$183K - $214K
|
3.13K
$210K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.06KNew |
$179K - $209K
|
3.06K
$205K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2K+ 13.27% |
$117K - $137K
|
17.1K
$1.14M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.92KNew |
$112K - $131K
|
1.92K
$129K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
915+ 4.04% |
$53.4K - $62.6K
|
23.6K
$1.58M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
750New |
$43.8K - $51.3K
|
750
$50.3K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
700New |
$40.9K - $47.9K
|
700
$47K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
244New |
$14.2K - $16.7K
|
244
$16.4K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
150New |
$8.76K - $10.3K
|
150
$10.1K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$4.49K - $5.26K
|
77
$5.17K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
62New |
$3.62K - $4.24K
|
62
$4.16K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
60New |
$3.5K - $4.1K
|
60
$4.03K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$3.5K - $4.1K
|
60
$4.03K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36New |
$2.1K - $2.46K
|
36
$2.42K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
34New |
$1.98K - $2.32K
|
34
$2.28K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 6.9% |
$584 - $684
|
155
$10.4K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.63% |
$117 - $137
|
317
$21.3K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
159KNew |
$9.51M - $10.3M
|
159K
$10.7M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
13.8KNew |
$827K - $895K
|
13.8K
$928K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8.64K+ 7.56% |
$517K - $559K
|
123K
$8.25M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.35KNew |
$380K - $411K
|
6.35K
$426K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51KNew |
$210K - $227K
|
3.51K
$236K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 41.88% |
$82.6K - $89.3K
|
4.68K
$314K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
118New |
$7.06K - $7.63K
|
118
$7.92K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.54KNew |
$193K - $217K
|
3.54K
$238K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 14.08% |
$1.09K - $1.22K
|
162
$10.9K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$491 - $551
|
3.49K
$234K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.04% |
$109 - $122
|
194
$13K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.52KNew |
$197K - $233K
|
3.52K
$236K
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.5KNew |
$195K - $231K
|
3.5K
$235K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.31K+ 33.55% |
$73.1K - $86.4K
|
5.21K
$350K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
851New |
$47.5K - $56.2K
|
851
$57.1K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
290+ 6.55% |
$16.2K - $19.1K
|
4.72K
$316K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
190New |
$10.6K - $12.5K
|
190
$12.8K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
121+ 0.91% |
$6.76K - $7.99K
|
13.5K
$903K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
101+ 0.41% |
$5.64K - $6.67K
|
25K
$1.68M
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
200KNew |
$11.7M - $12.7M
|
200K
$13.4M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.5KNew |
$674K - $733K
|
11.5K
$773K
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$248K - $270K
|
4.24K
$285K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$234K - $254K
|
4K
$268K
|