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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-35.1KClosed |
$2.13M - $2.33M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$364 - $398
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23Closed |
$1.4K - $1.53K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
927New |
$56.3K - $61.5K
|
927
$59.4K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35KNew |
$82K - $89.5K
|
1.35K
$86.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.95KClosed |
$361K - $395K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-21.1KClosed |
$1.29M - $1.42M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-23Closed |
$1.41K - $1.55K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-575KClosed |
$33.6M - $37.2M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.7KClosed |
$2.21M - $2.44M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20Closed |
$1.17K - $1.29K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-218Closed |
$12.8K - $14.1K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.61KClosed |
$270K - $298K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.7KClosed |
$102K - $115K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$12K - $13.5K
|
200
$12.8K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.3KClosed |
$57K - $83.3K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64New |
$2.81K - $4.1K
|
64
$4.1K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-375Closed |
$12.9K - $16.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
380New |
$8.79K - $14.1K
|
380
$24.4K
|
|
|
Aug 07, 2020
Q2 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-21.1KClosed |
$489K - $786K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-457Closed |
$10.6K - $17K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-91Closed |
$2.1K - $3.39K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14KClosed |
$136K - $249K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$133K - $244K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
167+ 13.88% |
$5.78K - $6.77K
|
1.37K
$87.9K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-198Closed |
$6.53K - $7.37K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.1KClosed |
$677K - $758K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-235Closed |
$7.9K - $8.85K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-100Closed |
$3.36K - $3.76K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 18, 2019
Q1 2019
|
Dakota Wealth Management
|
SELL
|
- |
-9.32KClosed |
$299K - $348K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-250Closed |
$8.02K - $9.33K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.6KClosed |
$572K - $734K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.2KClosed |
$160K - $205K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-661- 16.15% |
$20.3K - $26.1K
|
3.43K
$220K
|
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-261Closed |
$8.03K - $10.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.61K+ 5.35% |
$288K - $309K
|
150K
$9.6M
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-629Closed |
$23.8K - $25.5K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2MClosed |
$73.6M - $79.9M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.9KClosed |
$622K - $690K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 08, 2018
Q4 2017
|
Wills Financial Group, Inc.
|
SELL
|
- |
-9.28KClosed |
$330K - $358K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$35.1 - $35.5
|
1
$64.1
|
|