Purchases and Sales Made in Q1 2022 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q1 2022. The information is specifically focused on institutions that hold shares of CAMBRIA SHAREHOLDER YLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.65K+ 13.73% |
$100K - $109K
|
13.6K
$958K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35KNew |
$82K - $89.5K
|
1.35K
$94.8K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22K+ 22.12% |
$73.8K - $80.6K
|
6.71K
$471K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$72.3K - $78.9K
|
1.19K
$83.5K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01KNew |
$61.4K - $67.1K
|
1.01K
$71K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
990+ 11.47% |
$60.1K - $65.7K
|
9.62K
$676K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
927New |
$56.3K - $61.5K
|
927
$65.1K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
710+ 27.51% |
$43.1K - $47.1K
|
3.29K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
658+ 0.14% |
$40K - $43.6K
|
479K
$33.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
612+ 19.53% |
$37.2K - $40.6K
|
3.75K
$263K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
590+ 13.47% |
$35.8K - $39.1K
|
4.97K
$349K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
542+ 11.45% |
$32.9K - $36K
|
5.28K
$370K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
513+ 16.18% |
$31.1K - $34K
|
3.68K
$259K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
427+ 275.48% |
$25.9K - $28.3K
|
582
$40.9K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
306+ 2.23% |
$18.6K - $20.3K
|
14K
$984K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
260+ 37.09% |
$15.8K - $17.2K
|
961
$67.5K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
213New |
$12.9K - $14.1K
|
213
$15K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
208+ 1.35% |
$12.6K - $13.8K
|
15.7K
$1.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
157+ 15.51% |
$9.53K - $10.4K
|
1.17K
$82.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
117+ 0.57% |
$7.1K - $7.76K
|
20.6K
$1.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
110New |
$6.68K - $7.3K
|
110
$7.72K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84+ 2.61% |
$5.1K - $5.57K
|
3.3K
$231K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 4.07% |
$2.98K - $3.25K
|
1.25K
$87.9K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
30New |
$1.82K - $1.99K
|
30
$2.11K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.12% |
$607 - $663
|
8.45K
$593K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$60.7 - $66.3
|
1
$70.2
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.05% |
$60.7 - $66.3
|
2.1K
$147K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$364 - $398
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23Closed |
$1.4K - $1.53K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 1.23% |
$1.94K - $2.12K
|
2.58K
$181K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52Closed |
$3.16K - $3.45K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-92Closed |
$5.59K - $6.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-95- 2.68% |
$5.77K - $6.3K
|
3.45K
$242K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-103Closed |
$6.25K - $6.83K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-400Closed |
$24.3K - $26.5K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-581- 7.03% |
$35.3K - $38.5K
|
7.69K
$540K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-900- 15.99% |
$54.6K - $59.7K
|
4.73K
$332K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.2K- 16.65% |
$72.6K - $79.3K
|
5.98K
$420K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 7.54% |
$90.1K - $98.4K
|
18.2K
$1.28M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 7.54% |
$90.1K - $98.4K
|
18.2K
$1.28M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.79K- 20.54% |
$109K - $119K
|
6.94K
$487K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.04KClosed |
$124K - $135K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.12K- 50.75% |
$129K - $141K
|
2.06K
$145K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.14KClosed |
$191K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.86KClosed |
$356K - $389K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.95KClosed |
$361K - $395K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18.8K- 72.19% |
$1.14M - $1.25M
|
7.24K
$508K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-31.8K- 42.13% |
$1.93M - $2.11M
|
43.7K
$3.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-33.1K- 62.56% |
$2.01M - $2.19M
|
19.8K
$1.39M
|