Latest Institutional Sells of Cambria Shareholder Yld ETF (SYLD)
This list provides information on the latest institutional transactions involving Cambria Shareholder Yld ETF (SYLD) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-385- 10.96% |
$25.2K - $28.2K
|
3.13K
$211K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-177- 3.64% |
$10.3K - $12.1K
|
4.68K
$316K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 33.33% |
$292 - $342
|
10
$674
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-10.8K- 85.65% |
$647K - $700K
|
1.81K
$122K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-189- 99.47% |
$11.3K - $12.2K
|
1
$67.4
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.9K- 99.69% |
$104K - $116K
|
6
$404
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-721- 6.01% |
$40.3K - $47.6K
|
11.3K
$760K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 62.5% |
$14K - $16.5K
|
150
$10.1K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-164- 4.19% |
$9.16K - $10.8K
|
3.75K
$253K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
$2.79K - $3.3K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.49K- 7.55% |
$81.1K - $94.9K
|
18.3K
$1.23M
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-673- 70.1% |
$35.2K - $42.7K
|
287
$19.3K
|
|
Q2 2022 | |||||||
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7.86KClosed |
$428K - $520K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.94KClosed |
$377K - $458K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.57K- 52.47% |
$303K - $368K
|
5.04K
$340K
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-4.02KClosed |
$219K - $266K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.3KClosed |
$179K - $218K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.06KClosed |
$112K - $136K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.19KClosed |
$64.7K - $78.6K
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-35.1KClosed |
$2.13M - $2.33M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.95KClosed |
$361K - $395K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-400Closed |
$24.3K - $26.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-103Closed |
$6.25K - $6.83K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-92Closed |
$5.59K - $6.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52Closed |
$3.16K - $3.45K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23Closed |
$1.4K - $1.53K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$364 - $398
|
0
$0
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-21.1KClosed |
$1.29M - $1.42M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-23Closed |
$1.41K - $1.55K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-575KClosed |
$33.6M - $37.2M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.7KClosed |
$2.21M - $2.44M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.61KClosed |
$270K - $298K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20Closed |
$1.17K - $1.29K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.7KClosed |
$102K - $115K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.3KClosed |
$57K - $83.3K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-375Closed |
$12.9K - $16.7K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-21.1KClosed |
$489K - $786K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-457Closed |
$10.6K - $17K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-91Closed |
$2.1K - $3.39K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14KClosed |
$136K - $249K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$133K - $244K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-198Closed |
$6.53K - $7.37K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.1KClosed |
$677K - $758K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-235Closed |
$7.9K - $8.85K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-100Closed |
$3.36K - $3.76K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 18, 2019
Q1 2019
|
Dakota Wealth Management
|
SELL
|
- |
-9.32KClosed |
$299K - $348K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-250Closed |
$8.02K - $9.33K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.6KClosed |
$572K - $734K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.2KClosed |
$160K - $205K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-661- 16.15% |
$20.3K - $26.1K
|
3.43K
$231K
|