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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
62New |
$3.62K - $4.24K
|
62
$4.35K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
60+ 1.74% |
$3.5K - $4.1K
|
3.51K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
60New |
$3.5K - $4.1K
|
60
$4.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$3.5K - $4.1K
|
60
$4.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36New |
$2.1K - $2.46K
|
36
$2.53K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
34New |
$1.98K - $2.32K
|
34
$2.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
23+ 0.59% |
$1.34K - $1.57K
|
3.93K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 6.9% |
$584 - $684
|
155
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2+ 0.04% |
$117 - $137
|
4.45K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.63% |
$117 - $137
|
317
$22.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$58.4 - $68.4
|
5.2K
$365K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 33.33% |
$292 - $342
|
10
$702
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-20- 0.88% |
$1.17K - $1.37K
|
2.25K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-87- 0.12% |
$5.08K - $5.95K
|
69.8K
$4.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-88- 0.73% |
$5.14K - $6.02K
|
12K
$840K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-177- 3.64% |
$10.3K - $12.1K
|
4.68K
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-179- 0.97% |
$10.4K - $12.2K
|
18.2K
$1.28M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-182- 3.59% |
$10.6K - $12.4K
|
4.89K
$343K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-268- 52.14% |
$15.6K - $18.3K
|
246
$17.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-292- 5.18% |
$17K - $20K
|
5.34K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-471- 6.18% |
$27.5K - $32.2K
|
7.15K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-649- 22.01% |
$37.9K - $44.4K
|
2.3K
$161K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-799- 11.46% |
$46.6K - $54.6K
|
6.18K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.08K- 1.9% |
$63K - $73.8K
|
55.7K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.2K- 14.62% |
$70K - $82K
|
7.01K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 1.7% |
$70.2K - $82.2K
|
69.3K
$4.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.58K- 31.05% |
$92K - $108K
|
3.5K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.01K- 6.12% |
$117K - $137K
|
30.8K
$2.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-2.04K- 0.61% |
$119K - $140K
|
330K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.33K- 23.6% |
$136K - $159K
|
7.54K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.68K- 21.82% |
$157K - $183K
|
9.61K
$675K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.87K- 20.06% |
$168K - $196K
|
11.5K
$804K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.96K- 11.31% |
$173K - $202K
|
23.2K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.07K- 35.92% |
$237K - $278K
|
7.26K
$509K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.38K- 42.92% |
$255K - $299K
|
5.82K
$409K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.06K- 2.91% |
$295K - $346K
|
169K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.27K- 89.43% |
$308K - $360K
|
623
$43.7K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-5.85K- 11.72% |
$342K - $400K
|
44.1K
$3.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-8.06K- 19.59% |
$470K - $551K
|
33.1K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-13.6K- 5.31% |
$792K - $927K
|
242K
$17M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-29.4K- 17.14% |
$1.72M - $2.01M
|
142K
$9.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 10.5% |
$2.07M - $2.42M
|
302K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.6K- 12.49% |
$3.42M - $4M
|
410K
$28.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58.8K- 7.31% |
$3.43M - $4.02M
|
746K
$52.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-73.5K- 46.81% |
$4.29M - $5.03M
|
83.5K
$5.86M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-236K- 24.01% |
$13.8M - $16.1M
|
746K
$52.4M
|