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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-372- 1.81% |
$23.8K - $26.2K
|
20.1K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.27K+ 11814.29% |
$529K - $583K
|
8.34K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
116+ 2.73% |
$7.42K - $8.17K
|
4.37K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.4K- 16.65% |
$726K - $800K
|
56.9K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-110K- 23.09% |
$7.02M - $7.74M
|
366K
$24.7M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.8K+ 64.77% |
$818K - $902K
|
32.6K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-10.5K- 39.16% |
$668K - $737K
|
16.2K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.8K+ 69.58% |
$371K - $409K
|
14.1K
$956K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.46K+ 6.59% |
$93.1K - $103K
|
23.6K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.3K+ 11.52% |
$1.74M - $1.92M
|
264K
$17.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-34- 0.81% |
$2.17K - $2.4K
|
4.18K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.7KNew |
$109K - $120K
|
1.7K
$115K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 21.62% |
$117K - $129K
|
6.63K
$448K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18.8K+ 8.81% |
$1.2M - $1.33M
|
232K
$15.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53- 10.23% |
$3.39K - $3.73K
|
465
$31.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-31- 1.05% |
$1.98K - $2.18K
|
2.92K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.13K+ 5.79% |
$72.2K - $79.5K
|
20.6K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.06% |
$128 - $141
|
3.39K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 4.55% |
$63.9 - $70.5
|
23
$1.56K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.13KNew |
$200K - $221K
|
3.13K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 7.95% |
$996K - $1.1M
|
180K
$12.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17.2K- 16.77% |
$1.1M - $1.21M
|
85.3K
$5.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.68% |
$6.27K - $6.9K
|
14.4K
$975K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 6.16% |
$76.7K - $84.5K
|
18.3K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.74K- 8.85% |
$559K - $616K
|
90K
$6.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.27K+ 9.45% |
$81.4K - $89.8K
|
14.8K
$998K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
275New |
$17.6K - $19.4K
|
275
$18.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
938+ 6.31% |
$60K - $66.1K
|
15.8K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.96K+ 15.01% |
$189K - $208K
|
22.6K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-109- 1.57% |
$6.97K - $7.68K
|
6.83K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-228- 2.51% |
$14.6K - $16.1K
|
8.87K
$600K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-28- 0.6% |
$1.79K - $1.97K
|
4.65K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
708+ 3.39% |
$45.3K - $49.9K
|
21.6K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.07K- 3.43% |
$133K - $146K
|
58.4K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.26K+ 18.99% |
$208K - $229K
|
20.4K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.16K+ 9.36% |
$266K - $293K
|
48.6K
$3.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
929+ 0.42% |
$59.4K - $65.4K
|
224K
$15.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
21+ 0.52% |
$1.34K - $1.48K
|
4.06K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74+ 1.68% |
$4.73K - $5.21K
|
4.48K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.73K+ 49.68% |
$558K - $615K
|
26.3K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
438New |
$28K - $30.9K
|
438
$29.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.25K+ 8.2% |
$592K - $652K
|
122K
$8.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.8K- 21.47% |
$688K - $758K
|
39.4K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.05K- 20.16% |
$67.4K - $74.3K
|
4.17K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-999- 10.12% |
$63.9K - $70.4K
|
8.88K
$600K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.47K- 30.21% |
$93.7K - $103K
|
3.38K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.16K- 54.6% |
$522K - $575K
|
6.79K
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.47K- 17.97% |
$93.8K - $103K
|
6.7K
$453K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.28K- 11.15% |
$273K - $301K
|
34.1K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.71K- 3.78% |
$173K - $191K
|
68.9K
$4.66M
|
|