Purchases and Sales Made in Q4 2023 in Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
308KNew |
$7.06M - $7.97M
|
308K
$8.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
92.2K+ 22.18% |
$2.11M - $2.39M
|
508K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
71.6K+ 64.64% |
$1.64M - $1.85M
|
182K
$4.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.3K+ 21.9% |
$926K - $1.04M
|
225K
$5.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.2K+ 5.82% |
$807K - $912K
|
640K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 17.81% |
$616K - $695K
|
177K
$4.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.1K+ 5.06% |
$576K - $650K
|
521K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 10.8% |
$411K - $464K
|
184K
$4.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
17.4K+ 6.04% |
$399K - $451K
|
305K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 22.46% |
$347K - $392K
|
82.5K
$2.16M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$303K - $342K
|
13.2K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 36.13% |
$296K - $334K
|
48.7K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.1K+ 7.18% |
$254K - $287K
|
165K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.72KNew |
$200K - $226K
|
8.72K
$228K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.77KNew |
$155K - $175K
|
6.77K
$177K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.15K+ 4814.02% |
$118K - $133K
|
5.26K
$138K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.15KNew |
$118K - $133K
|
5.15K
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.48K+ 30.13% |
$79.7K - $90K
|
15K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.19K+ 19.59% |
$73.1K - $82.5K
|
19.4K
$509K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 3.69% |
$35K - $39.5K
|
42.9K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
928New |
$21.3K - $24K
|
928
$24.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
425New |
$9.75K - $11K
|
425
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
406+ 1.8% |
$9.31K - $10.5K
|
23K
$603K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 30.0% |
$6.88K - $7.77K
|
1.3K
$34K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
255+ 0.59% |
$5.85K - $6.6K
|
43.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
244+ 1.5% |
$5.6K - $6.32K
|
16.5K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
202New |
$4.63K - $5.23K
|
202
$5.29K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
200New |
$4.59K - $5.18K
|
200
$5.24K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
45New |
$1.03K - $1.17K
|
45
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$22.9 - $25.9
|
1
$26.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.85% |
$45.9 - $51.8
|
50
$1.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-590- 31.81% |
$13.5K - $15.3K
|
1.27K
$33.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-866- 1.57% |
$19.9K - $22.4K
|
54.5K
$1.43M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04K- 45.07% |
$23.8K - $26.9K
|
1.27K
$33.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.57K- 1.28% |
$58.9K - $66.5K
|
199K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.94K- 6.64% |
$67.5K - $76.2K
|
41.4K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.07K- 17.65% |
$70.4K - $79.5K
|
14.3K
$375K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-11.6K- 53.11% |
$266K - $301K
|
10.2K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 10.62% |
$313K - $353K
|
115K
$3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-13.9K- 48.15% |
$319K - $360K
|
15K
$392K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.6K- 31.75% |
$357K - $403K
|
33.5K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-19.5K- 5.4% |
$447K - $504K
|
341K
$8.93M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53.3K- 64.02% |
$1.22M - $1.38M
|
30K
$785K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-60.8K- 13.73% |
$1.4M - $1.58M
|
382K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-135K- 73.13% |
$3.09M - $3.49M
|
49.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-387K- 83.22% |
$8.87M - $10M
|
78K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-581K- 44.75% |
$13.3M - $15.1M
|
718K
$18.8M
|