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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.55% |
$5.89K - $6.59K
|
16.5K
$1.14M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87+ 1740.0% |
$5.69K - $6.37K
|
92
$6.35K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
79+ 1.48% |
$5.17K - $5.79K
|
5.43K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63New |
$4.12K - $4.62K
|
63
$4.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
46New |
$3.01K - $3.37K
|
46
$3.17K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
41+ 0.57% |
$2.68K - $3K
|
7.19K
$496K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 0.91% |
$2.49K - $2.78K
|
4.21K
$290K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
30+ 0.97% |
$1.96K - $2.2K
|
3.12K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.57% |
$1.64K - $1.83K
|
4.41K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$65.5 - $73.3
|
5.2K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.14% |
$524 - $586
|
5.81K
$401K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-20- 0.32% |
$1.31K - $1.47K
|
6.16K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-21- 0.53% |
$1.37K - $1.54K
|
3.91K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 35.66% |
$3.34K - $3.74K
|
92
$6.35K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-65- 2.03% |
$4.25K - $4.76K
|
3.14K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 1.33% |
$6.55K - $7.33K
|
7.44K
$513K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-166- 7.39% |
$10.9K - $12.2K
|
2.08K
$143K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 4.31% |
$13.1K - $14.7K
|
4.44K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-212- 6.06% |
$13.9K - $15.5K
|
3.29K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-218- 3.82% |
$14.3K - $16K
|
5.5K
$379K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 2.09% |
$16.4K - $18.3K
|
11.7K
$808K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-252- 3.47% |
$16.5K - $18.5K
|
7K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-300- 1.85% |
$19.6K - $22K
|
16K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-385- 10.96% |
$25.2K - $28.2K
|
3.13K
$216K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-400- 5.71% |
$26.2K - $29.3K
|
6.61K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-444- 0.64% |
$29.1K - $32.5K
|
69.4K
$4.78M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-588- 3.26% |
$38.5K - $43.1K
|
17.4K
$1.2M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-873- 3.25% |
$57.1K - $64K
|
26K
$1.79M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-874- 3.25% |
$57.2K - $64K
|
26K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 1.43% |
$74.4K - $83.2K
|
78.3K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.64K- 2.95% |
$107K - $120K
|
54.1K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.7K- 51.94% |
$111K - $125K
|
1.58K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.79K- 5.82% |
$117K - $131K
|
29K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.63K- 6.59% |
$172K - $192K
|
37.2K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.81K- 0.93% |
$184K - $206K
|
299K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 15.54% |
$195K - $218K
|
16.2K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.05K- 49.15% |
$199K - $223K
|
3.15K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.31K- 13.81% |
$217K - $243K
|
20.7K
$1.43M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.38KClosed |
$221K - $248K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.93K- 58.55% |
$323K - $361K
|
3.49K
$241K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6K- 12.02% |
$393K - $440K
|
43.9K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.96K- 20.49% |
$455K - $510K
|
27K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.16K- 13.83% |
$469K - $525K
|
44.6K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.84K- 23.16% |
$578K - $647K
|
29.3K
$2.02M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.1K- 10.11% |
$858K - $960K
|
117K
$8.04M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24.5K- 99.94% |
$1.6M - $1.79M
|
15
$1.03K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 75.45% |
$2.12M - $2.37M
|
10.5K
$726K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-40.3K- 17.93% |
$2.64M - $2.96M
|
185K
$12.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-53.7K- 22.19% |
$3.51M - $3.93M
|
188K
$13M
|