Purchases and Sales Made in Q4 2023 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
450K+ 110.47% |
$26.3M - $30.8M
|
858K
$60.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
136K+ 37.73% |
$7.92M - $9.28M
|
495K
$34.8M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
89.7KNew |
$5.24M - $6.13M
|
89.7K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.1K+ 12.88% |
$4.97M - $5.82M
|
746K
$52.4M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
78.5KNew |
$4.58M - $5.37M
|
78.5K
$5.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
76.6K+ 32.03% |
$4.47M - $5.24M
|
316K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.8K+ 193.17% |
$3.14M - $3.68M
|
81.7K
$5.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
37.6K+ 36.59% |
$2.19M - $2.57M
|
140K
$9.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.4K+ 351.09% |
$1.95M - $2.28M
|
42.8K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
27.1K+ 47.72% |
$1.58M - $1.85M
|
83.9K
$5.89M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
26.9KNew |
$1.57M - $1.84M
|
26.9K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
24.8K+ 15.58% |
$1.45M - $1.69M
|
184K
$12.9M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24.5KNew |
$1.43M - $1.67M
|
24.5K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.8K+ 19.64% |
$1.27M - $1.49M
|
133K
$9.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.7K+ 3.74% |
$1.21M - $1.41M
|
573K
$40.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20KNew |
$1.17M - $1.37M
|
20K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
19.3K+ 33.99% |
$1.13M - $1.32M
|
76.1K
$5.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.3K+ 35.34% |
$1.01M - $1.18M
|
66.1K
$4.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16.2KNew |
$946K - $1.11M
|
16.2K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$889K - $1.04M
|
15.2K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.1K+ 20.31% |
$883K - $1.03M
|
89.6K
$6.29M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15K+ 20.15% |
$875K - $1.03M
|
89.4K
$6.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14.8K+ 6.02% |
$866K - $1.01M
|
262K
$18.4M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.5KNew |
$849K - $994K
|
14.5K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.9K+ 6.59% |
$811K - $950K
|
225K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 25.63% |
$709K - $830K
|
59.5K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12K+ 198.74% |
$700K - $820K
|
18K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 2.76% |
$682K - $798K
|
435K
$30.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 17.69% |
$603K - $707K
|
68.8K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
10.3KNew |
$599K - $701K
|
10.3K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1KNew |
$587K - $688K
|
10.1K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.81K+ 40.6% |
$572K - $671K
|
34K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.6K+ 133.33% |
$560K - $656K
|
16.8K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.13K+ 31.45% |
$533K - $624K
|
38.2K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.94KNew |
$522K - $611K
|
8.94K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.94K+ 17.53% |
$522K - $611K
|
59.9K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.63K+ 31.42% |
$504K - $590K
|
36.1K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.44K+ 39.65% |
$493K - $577K
|
29.7K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.63K+ 3.29% |
$446K - $522K
|
239K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 55.47% |
$409K - $479K
|
19.6K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.76K+ 39.19% |
$394K - $462K
|
24K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23KNew |
$364K - $426K
|
6.23K
$437K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
5.54K+ 2.89% |
$323K - $379K
|
198K
$13.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.32K+ 5.98% |
$311K - $364K
|
94.3K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.19K+ 12.78% |
$303K - $355K
|
45.8K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.66K+ 6.23% |
$272K - $318K
|
79.4K
$5.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.4KNew |
$257K - $301K
|
4.4K
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.39KNew |
$256K - $300K
|
4.39K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.17KNew |
$243K - $285K
|
4.17K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.12K+ 8.65% |
$241K - $282K
|
51.8K
$3.63M
|