Purchases and Sales Made in Q1 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q1 2024. 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 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.05K+ 13.64% |
$265K - $297K
|
33.8K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.86K+ 125.97% |
$253K - $283K
|
6.93K
$486K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$251K - $281K
|
3.83K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$241K - $269K
|
3.68K
$258K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.63K+ 2.32% |
$237K - $266K
|
160K
$11.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.43K+ 38.37% |
$224K - $251K
|
12.4K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.13KNew |
$205K - $230K
|
3.13K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.08K+ 5.37% |
$202K - $226K
|
60.5K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.99KNew |
$196K - $219K
|
2.99K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.99KNew |
$195K - $219K
|
2.99K
$210K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.87KNew |
$188K - $210K
|
2.87K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.82KNew |
$185K - $207K
|
2.82K
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
2.33K+ 0.71% |
$152K - $171K
|
332K
$23.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.23K+ 37.0% |
$146K - $163K
|
8.25K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$133K - $148K
|
2.03K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.67K+ 29.09% |
$109K - $122K
|
7.41K
$520K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 26.81% |
$98.2K - $110K
|
7.1K
$498K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 4.56% |
$95.4K - $107K
|
33.4K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.4K+ 61.03% |
$91.8K - $103K
|
3.7K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.21K+ 1.79% |
$78.9K - $88.3K
|
68.6K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 3.02% |
$71.4K - $79.9K
|
37.2K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.09K+ 11.79% |
$71.4K - $79.9K
|
10.3K
$726K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.03K+ 0.65% |
$67.2K - $75.2K
|
158K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
993+ 9.48% |
$65K - $72.8K
|
11.5K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
929+ 21.13% |
$60.8K - $68.1K
|
5.33K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
850+ 4.47% |
$55.6K - $62.3K
|
19.9K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
814+ 6.04% |
$53.3K - $59.6K
|
14.3K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800+ 80.0% |
$52.4K - $58.6K
|
1.8K
$126K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
744+ 4.59% |
$48.7K - $54.5K
|
17K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
740+ 7.22% |
$48.4K - $54.2K
|
11K
$771K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
715+ 6.13% |
$46.8K - $52.4K
|
12.4K
$869K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
699+ 559.2% |
$45.7K - $51.2K
|
824
$57.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
680+ 3.47% |
$44.5K - $49.8K
|
20.3K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510+ 3.43% |
$33.4K - $37.4K
|
15.4K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$32.7K - $36.6K
|
500
$35.1K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
400+ 4.35% |
$26.2K - $29.3K
|
9.6K
$674K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
285+ 2.78% |
$18.7K - $20.9K
|
10.5K
$740K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
260+ 6.69% |
$17K - $19.1K
|
4.14K
$291K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
225New |
$14.7K - $16.5K
|
225
$15.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196+ 1.71% |
$12.8K - $14.4K
|
11.6K
$818K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
184+ 2.03% |
$12K - $13.5K
|
9.23K
$648K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
182+ 3.73% |
$11.9K - $13.3K
|
5.07K
$356K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
169+ 225.33% |
$11.1K - $12.4K
|
244
$17.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
159+ 0.48% |
$10.4K - $11.6K
|
33.2K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
155New |
$10.1K - $11.4K
|
155
$10.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
127+ 0.06% |
$8.31K - $9.31K
|
198K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 50.0% |
$6.55K - $7.33K
|
300
$21.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 30.3% |
$6.55K - $7.33K
|
430
$30.2K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
100+ 2.25% |
$6.55K - $7.33K
|
4.55K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
96+ 2.68% |
$6.28K - $7.03K
|
3.68K
$258K
|