Purchases and Sales Made in Q4 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
423KNew |
$28.8M - $32.3M
|
423K
$29.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
88.5KNew |
$6.02M - $6.75M
|
88.5K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.5K+ 675.15% |
$4.12M - $4.62M
|
69.5K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
53.1KNew |
$3.61M - $4.05M
|
53.1K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49.2K+ 5.1% |
$3.35M - $3.75M
|
1.01M
$71.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.7K+ 33.45% |
$3.18M - $3.56M
|
186K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28.6K+ 27.15% |
$1.95M - $2.18M
|
134K
$9.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
22.7KNew |
$1.54M - $1.73M
|
22.7K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 9.16% |
$1.05M - $1.18M
|
184K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 111.14% |
$829K - $930K
|
23.2K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10K+ 3.44% |
$682K - $764K
|
301K
$21.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77K+ 4.88% |
$665K - $745K
|
210K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.62K+ 5.46% |
$655K - $733K
|
186K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.18K+ 73.15% |
$557K - $624K
|
19.4K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.59K+ 14.96% |
$448K - $502K
|
50.6K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.08KNew |
$414K - $464K
|
6.08K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68K+ 19.99% |
$318K - $357K
|
28.1K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.57K+ 3.79% |
$311K - $348K
|
125K
$8.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.49K+ 11.57% |
$238K - $266K
|
33.6K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.39K+ 30.28% |
$231K - $259K
|
14.6K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.18KNew |
$216K - $243K
|
3.18K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.91K+ 104.56% |
$198K - $222K
|
5.7K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.91K+ 63.35% |
$198K - $222K
|
7.51K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.59K+ 14.67% |
$176K - $197K
|
20.2K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.12K+ 42.05% |
$144K - $162K
|
7.16K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.08K+ 2.33% |
$141K - $158K
|
91.4K
$6.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.05K+ 9.47% |
$139K - $156K
|
23.7K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.02K+ 2.87% |
$138K - $154K
|
72.6K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.85K+ 28.27% |
$126K - $141K
|
8.39K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.71K+ 3.33% |
$116K - $130K
|
53.1K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.62K+ 1.38% |
$110K - $123K
|
119K
$8.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 6.43% |
$102K - $114K
|
24.7K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.43K+ 6.52% |
$97.1K - $109K
|
23.3K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 10.16% |
$96K - $108K
|
15.3K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 26.06% |
$81.5K - $91.4K
|
5.8K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 7.3% |
$68.7K - $77K
|
14.8K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
600New |
$40.8K - $45.8K
|
600
$42.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
513+ 0.23% |
$34.9K - $39.1K
|
221K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$34.7K - $38.9K
|
510
$35.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
472+ 2.09% |
$32.1K - $36K
|
23.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
388New |
$26.4K - $29.6K
|
388
$27.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
347+ 0.49% |
$23.6K - $26.5K
|
70.8K
$4.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
331+ 0.82% |
$22.5K - $25.2K
|
40.9K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
206+ 6.07% |
$14K - $15.7K
|
3.6K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 25.58% |
$7.49K - $8.39K
|
540
$37.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 0.46% |
$6.94K - $7.78K
|
22.1K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
99+ 0.82% |
$6.74K - $7.55K
|
12.2K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
81+ 27.0% |
$5.51K - $6.18K
|
381
$26.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70+ 2.17% |
$4.76K - $5.34K
|
3.3K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41New |
$2.79K - $3.13K
|
41
$2.88K
|