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 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04KNew |
$207K - $232K
|
3.04K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
289+ 9.44% |
$19.7K - $22K
|
3.35K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.25KNew |
$289K - $324K
|
4.25K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$13.6K - $15.3K
|
200
$13.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.02K+ 11.82% |
$69.3K - $77.6K
|
9.63K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-875- 55.21% |
$59.6K - $66.7K
|
710
$48K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.2KNew |
$218K - $244K
|
3.2K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
600New |
$40.8K - $45.8K
|
600
$40.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.08KNew |
$414K - $464K
|
6.08K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.18KNew |
$216K - $243K
|
3.18K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
472+ 2.09% |
$32.1K - $36K
|
23.1K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-974- 22.06% |
$66.3K - $74.3K
|
3.44K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.02K- 49.08% |
$478K - $536K
|
7.29K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 23.33% |
$953 - $1.07K
|
46
$3.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.71K+ 3.33% |
$116K - $130K
|
53.1K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.91K+ 104.56% |
$198K - $222K
|
5.7K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41New |
$2.79K - $3.13K
|
41
$2.77K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28.6K+ 27.15% |
$1.95M - $2.18M
|
134K
$9.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-671- 2.78% |
$45.7K - $51.2K
|
23.5K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$34.7K - $38.9K
|
510
$34.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 25.58% |
$7.49K - $8.39K
|
540
$36.5K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
53.5K+ 127.53% |
$3.57M - $3.9M
|
95.5K
$6.45M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 2.78% |
$66.7 - $72.8
|
37
$2.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.92KNew |
$528K - $577K
|
7.92K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-385- 7.88% |
$25.7K - $28K
|
4.5K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.8KNew |
$187K - $204K
|
2.8K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-446- 4.69% |
$29.7K - $32.5K
|
9.05K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
50+ 0.92% |
$3.33K - $3.64K
|
5.48K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120New |
$8K - $8.74K
|
120
$8.11K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.7KNew |
$380K - $415K
|
5.7K
$385K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$20K - $21.8K
|
300
$20.3K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-40- 25.32% |
$2.67K - $2.91K
|
118
$7.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-500- 13.59% |
$33.3K - $36.4K
|
3.18K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.85K+ 1.02% |
$457K - $499K
|
677K
$45.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 10.47% |
$1.47M - $1.6M
|
232K
$15.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-740- 16.16% |
$49.3K - $53.9K
|
3.84K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
212New |
$14.1K - $15.4K
|
212
$14.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.04KNew |
$341K - $369K
|
5.04K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-221- 6.72% |
$15K - $16.2K
|
3.07K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53+ 1.17% |
$3.59K - $3.88K
|
4.6K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.34K- 44.11% |
$226K - $244K
|
4.24K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.19% |
$1.63K - $1.76K
|
12.8K
$863K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-71.5K- 49.63% |
$4.84M - $5.23M
|
72.5K
$4.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.62KNew |
$584K - $630K
|
8.62K
$583K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
989New |
$67K - $72.3K
|
989
$66.9K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
271+ 6.54% |
$18.4K - $19.8K
|
4.42K
$298K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$23.7K - $25.6K
|
350
$23.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.38K- 48.62% |
$297K - $320K
|
4.63K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248New |
$16.8K - $18.1K
|
248
$16.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$948 - $1.02K
|
14
$947
|
|