Purchases and Sales Made in Q1 2025 in Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD) during Q1 2025. The information is specifically focused on institutions that hold shares of CAMBRIA FOREIGN SHAREHOLDER YI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
295K+ 99.3% |
$7.35M - $8.15M
|
591K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
140KNew |
$3.49M - $3.87M
|
140K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.5KNew |
$1.71M - $1.9M
|
68.5K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
67.5K+ 19.48% |
$1.69M - $1.87M
|
414K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 30.52% |
$1.48M - $1.64M
|
254K
$7.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
43.5K+ 66.47% |
$1.09M - $1.2M
|
109K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
40K+ 81.47% |
$998K - $1.11M
|
89K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35.3K+ 7.39% |
$881K - $977K
|
513K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
34.6K+ 7.73% |
$864K - $958K
|
483K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30.6K+ 17.19% |
$765K - $848K
|
209K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
30.1K+ 5.9% |
$750K - $832K
|
539K
$15.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
27.3KNew |
$681K - $754K
|
27.3K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.6KNew |
$439K - $486K
|
17.6K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 4.69% |
$400K - $443K
|
358K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.7KNew |
$318K - $352K
|
12.7K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$292K - $324K
|
11.7K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$275K - $304K
|
11K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.4KNew |
$260K - $288K
|
10.4K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 15.54% |
$251K - $278K
|
74.8K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.1KNew |
$251K - $278K
|
10.1K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.92KNew |
$248K - $274K
|
9.92K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.45K+ 6.48% |
$211K - $234K
|
139K
$3.99M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.86K+ 18.46% |
$171K - $190K
|
44K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.91K+ 1.34% |
$148K - $164K
|
447K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.41K+ 6.83% |
$135K - $150K
|
84.6K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 357500.0% |
$89.3K - $98.9K
|
3.58K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 193.68% |
$61.2K - $67.8K
|
3.72K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.05K+ 2.11% |
$51.1K - $56.6K
|
98.8K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.81K+ 4.12% |
$45.1K - $49.9K
|
45.6K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.41K+ 2.89% |
$35.1K - $38.9K
|
50.1K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.27K+ 0.75% |
$31.7K - $35.1K
|
169K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.12K+ 11.16% |
$27.9K - $30.9K
|
11.1K
$320K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
965+ 3.0% |
$24.1K - $26.7K
|
33.1K
$953K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
901+ 2.88% |
$22.5K - $24.9K
|
32.2K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
365+ 19.34% |
$9.11K - $10.1K
|
2.25K
$64.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
341+ 0.37% |
$8.51K - $9.44K
|
91.5K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
225+ 1.5% |
$5.62K - $6.23K
|
15.2K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 0.36% |
$1.12K - $1.25K
|
12.6K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23+ 0.01% |
$574 - $636
|
278K
$8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.08% |
$350 - $387
|
18.4K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-188- 35.34% |
$4.69K - $5.2K
|
344
$9.89K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-735- 2.1% |
$18.4K - $20.3K
|
34.3K
$985K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.12K- 7.79% |
$52.8K - $58.5K
|
25K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.46K- 2.44% |
$61.5K - $68.1K
|
98.2K
$2.82M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.6K- 8.07% |
$64.9K - $71.9K
|
29.6K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 25.15% |
$72.9K - $80.7K
|
8.68K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.15K- 1.01% |
$78.6K - $87K
|
310K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.31K- 47.44% |
$207K - $230K
|
9.21K
$265K
|