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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.55K+ 6.06% |
$227K - $250K
|
62.1K
$4.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.08K+ 18.76% |
$261K - $287K
|
25.8K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.31KNew |
$340K - $374K
|
5.31K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.5K- 16.74% |
$4.19M - $4.61M
|
326K
$22M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.26K+ 19.86% |
$272K - $300K
|
25.7K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-590- 2.46% |
$37.7K - $41.6K
|
23.3K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-152- 4.2% |
$9.72K - $10.7K
|
3.46K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.5K- 30.31% |
$160K - $176K
|
5.74K
$388K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 14.45% |
$1.6K - $1.76K
|
198
$13.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-227- 2.84% |
$14.5K - $16K
|
7.75K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.16K- 26.21% |
$138K - $152K
|
6.09K
$412K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.99KNew |
$191K - $210K
|
2.99K
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.76KNew |
$241K - $265K
|
3.76K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.14K- 8.37% |
$72.9K - $80.4K
|
12.5K
$845K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.92K- 8.51% |
$123K - $135K
|
20.7K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.95KNew |
$188K - $208K
|
2.95K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.48K- 8.36% |
$94.6K - $104K
|
16.2K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-895- 7.6% |
$57.2K - $63.1K
|
10.9K
$735K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-371- 1.66% |
$23.7K - $26.1K
|
21.9K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.82K+ 5.69% |
$372K - $410K
|
108K
$7.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-37- 0.22% |
$2.37K - $2.61K
|
17.1K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
439+ 1.41% |
$28.1K - $30.9K
|
31.7K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 7.56% |
$726K - $800K
|
139K
$9.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.24KNew |
$271K - $299K
|
4.24K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-14.5K- 53.7% |
$929K - $1.02M
|
12.5K
$847K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.8K+ 4.32% |
$1.01M - $1.12M
|
382K
$25.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-47.9K- 38.4% |
$3.06M - $3.38M
|
76.9K
$5.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.03K- 3.11% |
$257K - $284K
|
126K
$8.49M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 5.21% |
$81.6K - $96.7K
|
26.8K
$1.81M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.6K- 51.6% |
$4.68M - $5.55M
|
79.3K
$5.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.52KNew |
$306K - $362K
|
5.52K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.23K- 57.82% |
$345K - $408K
|
4.54K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.68KNew |
$204K - $241K
|
3.68K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.62K+ 51.3% |
$200K - $237K
|
10.7K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
414New |
$22.9K - $27.1K
|
414
$28K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-801- 15.46% |
$44.3K - $52.5K
|
4.38K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.64K+ 18.9% |
$90.8K - $108K
|
10.3K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-7.14K- 25.29% |
$395K - $468K
|
21.1K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82New |
$4.54K - $5.38K
|
82
$5.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$55.4K - $65.6K
|
1K
$67.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
500New |
$27.7K - $32.8K
|
500
$33.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
847+ 129.71% |
$46.9K - $55.5K
|
1.5K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-776- 28.1% |
$43K - $50.9K
|
1.99K
$134K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2K- 29.82% |
$110K - $131K
|
4.7K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.7K+ 204.35% |
$260K - $308K
|
7K
$473K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
150New |
$8.3K - $9.84K
|
150
$10.1K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
12.5K+ 5.33% |
$691K - $819K
|
247K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.18K- 93.15% |
$120K - $143K
|
160
$10.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
82New |
$4.54K - $5.38K
|
82
$5.54K
|
|