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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4- 80.0% |
$221 - $262
|
1
$67.6
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-174- 0.84% |
$9.63K - $11.4K
|
20.6K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 2.71% |
$5.54K - $6.56K
|
3.59K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
956+ 1620.34% |
$52.9K - $62.7K
|
1.02K
$68.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
142+ 2.73% |
$7.86K - $9.31K
|
5.35K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
273+ 17.39% |
$15.1K - $17.9K
|
1.84K
$125K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8.42K- 96.53% |
$466K - $552K
|
303
$20.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
683New |
$37.8K - $44.8K
|
683
$46.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-503- 4.15% |
$27.8K - $33K
|
11.6K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-60.1K- 60.67% |
$3.33M - $3.94M
|
39K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$55.4 - $65.6
|
1
$67.6
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
42+ 0.48% |
$2.32K - $2.75K
|
8.73K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.1KNew |
$1.67M - $1.97M
|
30.1K
$2.03M
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.25KClosed |
$266K - $303K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$337K - $384K
|
5.37K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.06KNew |
$317K - $361K
|
5.06K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19K- 75.41% |
$1.19M - $1.36M
|
6.19K
$419K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-960- 86.25% |
$60.3K - $68.5K
|
153
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54KNew |
$348K - $395K
|
5.54K
$374K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 0.9% |
$879 - $1K
|
1.57K
$106K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138New |
$8.66K - $9.85K
|
138
$9.33K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.13K - $1.29K
|
18
$1.22K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
344New |
$21.6K - $24.6K
|
344
$23.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.97K- 52.9% |
$249K - $284K
|
3.54K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
37+ 9.71% |
$2.32K - $2.64K
|
418
$28.3K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.87K- 2.64% |
$117K - $133K
|
69K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
107+ 3.25% |
$6.72K - $7.64K
|
3.4K
$230K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 50.0% |
$9.42K - $10.7K
|
150
$10.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.93% |
$188 - $214
|
326
$22K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.05K- 14.2% |
$66.1K - $75.2K
|
6.36K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
35+ 0.6% |
$2.2K - $2.5K
|
5.9K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
624+ 71.23% |
$39.2K - $44.6K
|
1.5K
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.14K - $3.57K
|
50
$3.38K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.23K- 37.04% |
$203K - $231K
|
5.5K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
26.5K+ 12.64% |
$1.66M - $1.89M
|
236K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.3K- 60.3% |
$396K - $450K
|
4.15K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-792- 19.5% |
$49.7K - $56.5K
|
3.27K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$62.8 - $71.4
|
51
$3.45K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-899- 16.11% |
$56.4K - $64.2K
|
4.68K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
408New |
$25.6K - $29.1K
|
408
$27.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-750- 17.12% |
$47.1K - $53.6K
|
3.63K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.89KNew |
$244K - $277K
|
3.89K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
531+ 2.28% |
$33.3K - $37.9K
|
23.8K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-5.66K- 6.11% |
$355K - $404K
|
86.9K
$5.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 87.24% |
$10.7K - $12.2K
|
367
$24.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
736+ 31.25% |
$50.1K - $56.1K
|
3.09K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$80.8K - $90.5K
|
1.19K
$80.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.22K- 16.0% |
$287K - $322K
|
22.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-1.64K- 31.12% |
$112K - $125K
|
3.64K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|