Purchases and Sales Made in Q2 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.68K+ 2.93% |
$317K - $342K
|
164K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.4KNew |
$298K - $322K
|
4.4K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.25K+ 708.83% |
$288K - $311K
|
4.85K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.07K+ 9.32% |
$276K - $298K
|
47.7K
$3.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.04K+ 31.4% |
$274K - $296K
|
16.9K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.92KNew |
$266K - $287K
|
3.92K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72KNew |
$252K - $272K
|
3.72K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 3.54% |
$244K - $264K
|
105K
$7.4M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43K+ 119.68% |
$232K - $251K
|
6.3K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.25KNew |
$220K - $237K
|
3.25K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.23KNew |
$219K - $236K
|
3.23K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.94KNew |
$199K - $215K
|
2.94K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.91K+ 28.13% |
$197K - $213K
|
13.3K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.8K+ 80.23% |
$190K - $205K
|
6.29K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76K+ 136.08% |
$187K - $202K
|
4.78K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.68K+ 85.42% |
$181K - $196K
|
5.81K
$408K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.41K+ 33.9% |
$163K - $176K
|
9.5K
$667K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.29K+ 54.44% |
$155K - $167K
|
6.49K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.26K+ 8.37% |
$153K - $165K
|
29.3K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.12K+ 17.15% |
$144K - $155K
|
14.5K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.9K+ 1.01% |
$129K - $139K
|
190K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.9K+ 16.17% |
$128K - $139K
|
13.6K
$956K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.8K+ 2.3% |
$122K - $132K
|
80.1K
$5.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.7K+ 56.96% |
$115K - $124K
|
4.69K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.66K+ 4.77% |
$112K - $121K
|
36.4K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.65K+ 22.88% |
$111K - $120K
|
8.84K
$620K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.57K+ 9.27% |
$106K - $115K
|
18.5K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.2K+ 21.87% |
$81.4K - $87.9K
|
6.7K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 5.44% |
$73.2K - $79K
|
20.9K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 5.88% |
$69.5K - $75K
|
18.5K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
989New |
$67K - $72.3K
|
989
$69.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
876New |
$59.3K - $64.1K
|
876
$61.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
861+ 1.13% |
$58.3K - $63K
|
77.3K
$5.42M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
712+ 2.74% |
$48.2K - $52.1K
|
26.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
711+ 2.73% |
$48.2K - $52K
|
26.7K
$1.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
709+ 0.8% |
$48K - $51.8K
|
89.5K
$6.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
701+ 1.02% |
$47.5K - $51.3K
|
69.3K
$4.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
690+ 0.7% |
$46.7K - $50.5K
|
99K
$6.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
555+ 6.02% |
$37.6K - $40.6K
|
9.78K
$687K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
489+ 4.45% |
$33.1K - $35.8K
|
11.5K
$806K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
458+ 9.2% |
$31K - $33.5K
|
5.43K
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
443+ 3.86% |
$30K - $32.4K
|
11.9K
$837K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
420+ 2.63% |
$28.5K - $30.7K
|
16.4K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
401+ 6.51% |
$27.2K - $29.3K
|
6.56K
$460K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
377+ 1.82% |
$25.5K - $27.6K
|
21.1K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
364+ 2.94% |
$24.7K - $26.6K
|
12.7K
$894K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$23.7K - $25.6K
|
350
$24.6K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
271+ 6.54% |
$18.4K - $19.8K
|
4.42K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248New |
$16.8K - $18.1K
|
248
$17.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 7.47% |
$15.8K - $17K
|
3.35K
$235K
|