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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-10- 14.49% |
$681 - $763
|
59
$4.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 23.33% |
$953 - $1.07K
|
46
$3.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-111- 1.36% |
$7.55K - $8.47K
|
8.06K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-119- 3.82% |
$8.1K - $9.08K
|
2.99K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-147- 1.79% |
$10K - $11.2K
|
8.06K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-191- 3.15% |
$13K - $14.6K
|
5.87K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-197- 3.91% |
$13.4K - $15K
|
4.85K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 0.73% |
$18.4K - $20.6K
|
36.5K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-317- 1.71% |
$21.6K - $24.2K
|
18.3K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-378- 3.67% |
$25.7K - $28.8K
|
9.93K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-671- 2.78% |
$45.7K - $51.2K
|
23.5K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-680- 4.75% |
$46.3K - $51.9K
|
13.6K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-974- 22.06% |
$66.3K - $74.3K
|
3.44K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.47K- 18.33% |
$100K - $112K
|
6.55K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.62K- 6.38% |
$110K - $123K
|
23.7K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.72K- 11.38% |
$117K - $131K
|
13.4K
$940K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.9K- 30.73% |
$129K - $145K
|
4.28K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.7K- 12.48% |
$184K - $206K
|
18.9K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 15.95% |
$189K - $212K
|
14.6K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.91K- 16.32% |
$334K - $374K
|
25.2K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.76K- 3.68% |
$392K - $439K
|
151K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.02K- 49.08% |
$478K - $536K
|
7.29K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16.4K- 10.34% |
$1.11M - $1.25M
|
142K
$9.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-53.8K- 15.89% |
$3.66M - $4.1M
|
285K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-56.9K- 65.4% |
$3.87M - $4.34M
|
30.1K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-81.7K- 46.87% |
$5.56M - $6.23M
|
92.6K
$6.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-439K- 98.75% |
$29.9M - $33.5M
|
5.58K
$392K
|