Latest Institutional Transactions on Cambria Shareholder Yld ETF (SYLD)
This table provides information on the latest institutional transactions involving Cambria Shareholder Yld ETF (SYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.8K+ 4.75% |
$1.49M - $1.66M
|
481K
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
470KNew |
$32M - $35.8M
|
470K
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.75KNew |
$391K - $438K
|
5.75K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
733+ 7.72% |
$49.9K - $55.9K
|
10.2K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 13.74% |
$6.96M - $7.8M
|
846K
$58.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.97K- 7.95% |
$270K - $303K
|
45.9K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.7K- 69.68% |
$1.61M - $1.81M
|
10.3K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
135+ 1.72% |
$9.19K - $10.3K
|
8.01K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 6.11% |
$2.31M - $2.59M
|
521K
$36M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
39+ 0.98% |
$2.65K - $2.97K
|
4.03K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 1.96% |
$7.76K - $8.69K
|
5.93K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 1.71% |
$3.4K - $3.81K
|
2.97K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-875- 55.21% |
$59.6K - $66.7K
|
710
$49K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.62K- 5.28% |
$110K - $123K
|
29K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-198K- 76.09% |
$13.5M - $15.1M
|
62.3K
$4.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.2KNew |
$218K - $244K
|
3.2K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.75K+ 4.44% |
$391K - $439K
|
135K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-777- 13.63% |
$52.9K - $59.3K
|
4.92K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-91- 31.71% |
$6.19K - $6.94K
|
196
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
22.7KNew |
$1.54M - $1.73M
|
22.7K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 10.16% |
$96K - $108K
|
15.3K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.59K+ 14.96% |
$448K - $502K
|
50.6K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70+ 2.17% |
$4.76K - $5.34K
|
3.3K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
423KNew |
$28.8M - $32.3M
|
423K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
53.1KNew |
$3.61M - $4.05M
|
53.1K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.31% |
$68.1 - $76.3
|
323
$22.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-10- 14.49% |
$681 - $763
|
59
$4.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
81+ 27.0% |
$5.51K - $6.18K
|
381
$26.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-191- 3.15% |
$13K - $14.6K
|
5.87K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
600New |
$40.8K - $45.8K
|
600
$41.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.18K+ 73.15% |
$557K - $624K
|
19.4K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$68.1 - $76.3
|
5.21K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.57K+ 3.79% |
$311K - $348K
|
125K
$8.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.62K+ 5.46% |
$655K - $733K
|
186K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.08KNew |
$414K - $464K
|
6.08K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.7K- 12.48% |
$184K - $206K
|
18.9K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-317- 1.71% |
$21.6K - $24.2K
|
18.3K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.18KNew |
$216K - $243K
|
3.18K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 0.46% |
$6.94K - $7.78K
|
22.1K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 26.06% |
$81.5K - $91.4K
|
5.8K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16.4K- 10.34% |
$1.11M - $1.25M
|
142K
$9.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
513+ 0.23% |
$34.9K - $39.1K
|
221K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
472+ 2.09% |
$32.1K - $36K
|
23.1K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
331+ 0.82% |
$22.5K - $25.2K
|
40.9K
$2.82M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68K+ 19.99% |
$318K - $357K
|
28.1K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.91K+ 63.35% |
$198K - $222K
|
7.51K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.08K+ 2.33% |
$141K - $158K
|
91.4K
$6.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.62K- 6.38% |
$110K - $123K
|
23.7K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-974- 22.06% |
$66.3K - $74.3K
|
3.44K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.47K- 18.33% |
$100K - $112K
|
6.55K
$452K
|