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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
13.8KNew |
$827K - $895K
|
13.8K
$978K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8.64K+ 7.56% |
$517K - $559K
|
123K
$8.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51KNew |
$210K - $227K
|
3.51K
$249K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
118New |
$7.06K - $7.63K
|
118
$8.34K
|
|
|
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
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 14.08% |
$1.09K - $1.22K
|
162
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.26% |
$491 - $551
|
3.49K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.04% |
$109 - $122
|
194
$13.7K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.52KNew |
$197K - $233K
|
3.52K
$249K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.5KNew |
$195K - $231K
|
3.5K
$247K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.31K+ 33.55% |
$73.1K - $86.4K
|
5.21K
$369K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
851New |
$47.5K - $56.2K
|
851
$60.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
290+ 6.55% |
$16.2K - $19.1K
|
4.72K
$333K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
190New |
$10.6K - $12.5K
|
190
$13.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
121+ 0.91% |
$6.76K - $7.99K
|
13.5K
$951K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
101+ 0.41% |
$5.64K - $6.67K
|
25K
$1.77M
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
200KNew |
$10.9M - $12.7M
|
200K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.5KNew |
$626K - $733K
|
11.5K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$217K - $254K
|
4K
$283K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6KNew |
$195K - $229K
|
3.6K
$254K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.55KNew |
$193K - $226K
|
3.55K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
516New |
$28K - $32.8K
|
516
$36.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
307+ 5.89% |
$16.7K - $19.5K
|
5.52K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$5.16K - $6.04K
|
95
$6.72K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89New |
$4.84K - $5.66K
|
89
$6.29K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$2.72K - $3.18K
|
50
$3.54K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.67% |
$52.3 - $63.5
|
151
$10.7K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.2K+ 108314.29% |
$825K - $1M
|
15.2K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
12.7KNew |
$689K - $837K
|
12.7K
$896K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.74KNew |
$421K - $511K
|
7.74K
$547K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.97KNew |
$270K - $329K
|
4.97K
$352K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
270New |
$14.7K - $17.8K
|
270
$19.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$385K - $421K
|
6.34K
$448K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.73KNew |
$227K - $248K
|
3.73K
$264K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35KNew |
$82K - $89.5K
|
1.35K
$95.5K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
927New |
$56.3K - $61.5K
|
927
$65.6K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$60.7 - $66.3
|
1
$70.7
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$12K - $13.5K
|
200
$14.1K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64New |
$2.81K - $4.1K
|
64
$4.53K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
380New |
$8.79K - $14.1K
|
380
$26.9K
|
|
| Q4 2019 | |||||||
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
167+ 13.88% |
$5.78K - $6.77K
|
1.37K
$96.9K
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.61K+ 5.35% |
$288K - $309K
|
150K
$10.6M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$35.1 - $35.5
|
1
$70.7
|
|