Purchases and Sales Made in Q4 2022 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 39.61% |
$172K - $201K
|
11.1K
$768K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.22K+ 45.27% |
$121K - $141K
|
7.12K
$491K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
2.21K+ 2.56% |
$120K - $140K
|
88.5K
$6.1M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.73KNew |
$94K - $110K
|
1.73K
$119K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.68KNew |
$91.1K - $107K
|
1.68K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 12.25% |
$80.4K - $94.1K
|
13.6K
$935K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 545.0% |
$59.3K - $69.3K
|
1.29K
$89K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
975+ 11.24% |
$53K - $62K
|
9.65K
$665K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
865+ 5.46% |
$47K - $55K
|
16.7K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
647New |
$35.2K - $41.2K
|
647
$44.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
618New |
$33.6K - $39.3K
|
618
$42.6K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
610+ 5.71% |
$33.2K - $38.8K
|
11.3K
$779K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
577+ 1.34% |
$31.4K - $36.7K
|
43.5K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
516New |
$28K - $32.8K
|
516
$35.6K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
407+ 5.79% |
$22.1K - $25.9K
|
7.44K
$513K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
310New |
$16.9K - $19.7K
|
310
$21.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
307+ 5.89% |
$16.7K - $19.5K
|
5.52K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
223New |
$12.1K - $14.2K
|
223
$15.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
204New |
$11.1K - $13K
|
204
$14.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191New |
$10.4K - $12.2K
|
191
$13.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
138+ 2.02% |
$7.5K - $8.78K
|
6.98K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95New |
$5.16K - $6.04K
|
95
$6.55K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89New |
$4.84K - $5.66K
|
89
$6.14K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
54New |
$2.94K - $3.44K
|
54
$3.72K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$2.72K - $3.18K
|
50
$3.45K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$2.72K - $3.18K
|
50
$3.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30+ 0.74% |
$1.63K - $1.91K
|
4.1K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$1.09K - $1.27K
|
20
$1.38K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10New |
$544 - $636
|
10
$690
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1+ 0.0% |
$54.4 - $63.6
|
21.4K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$54.4 - $63.6
|
5.08K
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5- 0.07% |
$272 - $318
|
7.59K
$524K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-20- 0.17% |
$1.09K - $1.27K
|
12K
$827K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-25- 0.51% |
$1.36K - $1.59K
|
4.89K
$337K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-42- 0.65% |
$2.28K - $2.67K
|
6.41K
$442K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-101- 4.79% |
$5.49K - $6.43K
|
2.01K
$138K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 4.32% |
$10.9K - $12.7K
|
4.43K
$305K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-232- 12.32% |
$12.6K - $14.8K
|
1.65K
$114K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-255- 1.89% |
$13.9K - $16.2K
|
13.2K
$913K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-301- 42.94% |
$16.4K - $19.1K
|
400
$27.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-325- 1.46% |
$17.7K - $20.7K
|
22K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-397- 0.79% |
$21.6K - $25.3K
|
49.7K
$3.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-422- 0.87% |
$22.9K - $26.8K
|
47.8K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-915- 5.76% |
$49.7K - $58.2K
|
15K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.25K- 5.14% |
$68.1K - $79.7K
|
23.1K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.3K- 3.38% |
$70.8K - $82.9K
|
37.3K
$2.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.41K- 9.59% |
$76.9K - $90K
|
13.3K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.49K- 7.55% |
$81.1K - $94.9K
|
18.3K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-2.17K- 1.18% |
$118K - $138K
|
182K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.72K- 1.26% |
$148K - $173K
|
212K
$14.6M
|