Latest Institutional Purchases of Cambria Shareholder Yld ETF (SYLD)
This list provides information on the latest institutional transactions involving Cambria Shareholder Yld ETF (SYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 3.11% |
$153K - $172K
|
74.8K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.13K+ 42540.0% |
$145K - $162K
|
2.13K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.12K+ 42.05% |
$144K - $162K
|
7.16K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.08K+ 2.33% |
$141K - $158K
|
91.4K
$5.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.05K+ 9.47% |
$139K - $156K
|
23.7K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.02K+ 2.87% |
$138K - $154K
|
72.6K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.85K+ 28.27% |
$126K - $141K
|
8.39K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.71K+ 3.33% |
$116K - $130K
|
53.1K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.62K+ 1.38% |
$110K - $123K
|
119K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52K+ 4.52% |
$103K - $116K
|
35.1K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 6.43% |
$102K - $114K
|
24.7K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 1.86% |
$97.9K - $110K
|
78.8K
$5.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.43K+ 6.52% |
$97.1K - $109K
|
23.3K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.42K+ 23.77% |
$96.9K - $109K
|
7.42K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 10.16% |
$96K - $108K
|
15.3K
$993K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 26.06% |
$81.5K - $91.4K
|
5.8K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$80.8K - $90.5K
|
1.19K
$77K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.12K+ 12.05% |
$76.5K - $85.7K
|
10.5K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.02K+ 11.82% |
$69.3K - $77.6K
|
9.63K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 7.3% |
$68.7K - $77K
|
14.8K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
859+ 1.94% |
$58.5K - $65.5K
|
45.2K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
736+ 31.25% |
$50.1K - $56.1K
|
3.09K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
733+ 7.72% |
$49.9K - $55.9K
|
10.2K
$664K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
600New |
$40.8K - $45.8K
|
600
$38.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
513+ 0.23% |
$34.9K - $39.1K
|
221K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$34.7K - $38.9K
|
510
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
472+ 2.09% |
$32.1K - $36K
|
23.1K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
436+ 6.77% |
$29.7K - $33.3K
|
6.88K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
388New |
$26.4K - $29.6K
|
388
$25.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
347+ 0.49% |
$23.6K - $26.5K
|
70.8K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
331+ 0.82% |
$22.5K - $25.2K
|
40.9K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
289+ 9.44% |
$19.7K - $22K
|
3.35K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
285+ 1.96% |
$19.4K - $21.7K
|
14.8K
$960K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
206+ 6.07% |
$14K - $15.7K
|
3.6K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
201+ 2.74% |
$13.7K - $15.3K
|
7.53K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$13.6K - $15.3K
|
200
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
144+ 2.28% |
$9.8K - $11K
|
6.46K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
135+ 1.72% |
$9.19K - $10.3K
|
8.01K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 1.96% |
$7.76K - $8.69K
|
5.93K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 25.58% |
$7.49K - $8.39K
|
540
$35K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 0.46% |
$6.94K - $7.78K
|
22.1K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
99+ 0.82% |
$6.74K - $7.55K
|
12.2K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
81+ 27.0% |
$5.51K - $6.18K
|
381
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70+ 2.17% |
$4.76K - $5.34K
|
3.3K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 1.71% |
$3.4K - $3.81K
|
2.97K
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41New |
$2.79K - $3.13K
|
41
$2.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
39+ 0.98% |
$2.65K - $2.97K
|
4.03K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
28+ 0.12% |
$1.91K - $2.14K
|
23.2K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.32% |
$1.23K - $1.37K
|
5.71K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2+ 0.06% |
$136 - $153
|
3.34K
$217K
|