Latest Institutional Purchases of Cambria Shareholder Yld ETF (SYLD)

SYLD Quotes by TradingView

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
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
653
New
$43.5K - $47.5K
653 $45.4K
Oct 21, 2024 Q3 2024
Total Clarity Wealth Management, Inc.

BUY
 -
550
+ 14.36%
$36.7K - $40K
4.38K $304K
Nov 14, 2024 Q3 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
329
+ 4.7%
$21.9K - $24K
7.33K $509K
Oct 30, 2024 Q3 2024
Belvedere Trading LLC

BUY
 PUT
300
New
$20K - $21.8K
300 $20.8K
Oct 17, 2024 Q3 2024
Fifth Third Bancorp

BUY
 -
212
New
$14.1K - $15.4K
212 $14.7K
Nov 12, 2024 Q3 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
134
+ 1.58%
$8.94K - $9.76K
8.61K $598K
Nov 15, 2024 Q3 2024
Dunhill Financial, LLC

London, X0
BUY
 -
130
New
$8.67K - $9.47K
130 $9.03K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
120
New
$8K - $8.74K
120 $8.34K
Nov 12, 2024 Q3 2024
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
50
+ 0.92%
$3.33K - $3.64K
5.48K $381K
Oct 17, 2024 Q3 2024
High Mark Wealth Management LLC

BUY
 -
50
New
$3.33K - $3.64K
50 $3.47K
Nov 18, 2024 Q3 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
1
+ 2.78%
$66.7 - $72.8
37 $2.57K
Q2 2024
Aug 07, 2024 Q2 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
8.62K
New
$584K - $630K
8.62K $599K
Jul 31, 2024 Q2 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
5.99K
New
$406K - $438K
5.99K $416K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
5.04K
New
$341K - $369K
5.04K $350K
Aug 13, 2024 Q2 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
4.95K
New
$335K - $362K
4.95K $343K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
3.72K
New
$252K - $272K
3.72K $259K
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
2.94K
New
$199K - $215K
2.94K $204K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
989
New
$67K - $72.3K
989 $68.7K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
876
New
$59.3K - $64.1K
876 $60.8K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
350
New
$23.7K - $25.6K
350 $24.3K
Jul 30, 2024 Q2 2024
James Investment Research Inc

BUY
 -
271
+ 6.54%
$18.4K - $19.8K
4.42K $307K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
248
New
$16.8K - $18.1K
248 $17.2K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
173
New
$11.7K - $12.7K
173 $12K
Jul 08, 2024 Q2 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
163
New
$11K - $11.9K
163 $11.3K
Aug 14, 2024 Q2 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
53
+ 1.17%
$3.59K - $3.88K
4.6K $320K
Aug 09, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
24
+ 0.19%
$1.63K - $1.76K
12.8K $886K
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
14
New
$948 - $1.02K
14 $972
Q1 2024
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
88.9K
+ 63.33%
$5.82M - $6.51M
229K $15.9M
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
26.2K
New
$1.72M - $1.92M
26.2K $1.82M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
6.72K
+ 69.93%
$440K - $492K
16.3K $1.13M
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
6.44K
+ 74.75%
$421K - $472K
15.1K $1.05M
Apr 18, 2024 Q1 2024
Diversified Trust CO

BUY
 -
5K
New
$327K - $366K
5K $347K
May 01, 2024 Q1 2024
Parkside Financial Bank & Trust

BUY
 -
800
+ 80.0%
$52.4K - $58.6K
1.8K $125K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
680
+ 3.47%
$44.5K - $49.8K
20.3K $1.41M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
510
+ 3.43%
$33.4K - $37.4K
15.4K $1.07M
May 02, 2024 Q1 2024
Fny Investment Advisers, LLC

BUY
 -
500
New
$32.7K - $36.6K
500 $34.7K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
196
+ 1.71%
$12.8K - $14.4K
11.6K $809K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
182
+ 3.73%
$11.9K - $13.3K
5.07K $352K
Jan 27, 2025 Q1 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
169
+ 225.33%
$11.1K - $12.4K
244 $16.9K
Apr 19, 2024 Q1 2024
Valley National Advisers Inc

BUY
 -
100
+ 50.0%
$6.55K - $7.33K
300 $20.8K
Apr 12, 2024 Q1 2024
Evanson Asset Management, LLC

BUY
 -
90
+ 0.55%
$5.89K - $6.59K
16.5K $1.14M
Dec 26, 2024 Q1 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
87
+ 1740.0%
$5.69K - $6.37K
92 $6.39K
Q4 2023
Dec 03, 2024 Q4 2023
Brightwater Advisory LLC

Tampa, FL
BUY
 -
78.5K
New
$4.58M - $5.37M
78.5K $5.46M
Feb 13, 2024 Q4 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
15.2K
New
$889K - $1.04M
15.2K $1.06M
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
14.5K
New
$849K - $994K
14.5K $1.01M
Feb 14, 2024 Q4 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
9.6K
+ 133.33%
$560K - $656K
16.8K $1.17M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
4.17K
New
$243K - $285K
4.17K $290K
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.06K
New
$179K - $209K
3.06K $213K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
1.92K
New
$112K - $131K
1.92K $133K

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