Latest Institutional Transactions on Cambria Foreign Shareholder Yi (FYLD)
This table provides information on the latest institutional transactions involving Cambria Foreign Shareholder Yi (FYLD) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.54K+ 17.29% |
$237K - $267K
|
64.7K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.71% |
$81.7K - $92K
|
54.3K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-647K- 68.58% |
$16.1M - $18.1M
|
297K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.76K+ 29.22% |
$218K - $245K
|
38.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 4.53% |
$300K - $338K
|
278K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.65K- 7.96% |
$65.8K - $74.1K
|
30.6K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
325+ 0.94% |
$8.08K - $9.1K
|
35K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.14K+ 11.14% |
$227K - $256K
|
91.1K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
49.1KNew |
$1.22M - $1.37M
|
49.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.13K+ 2.07% |
$53K - $59.6K
|
105K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39+ 0.12% |
$970 - $1.09K
|
32.2K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.99K- 30.07% |
$124K - $140K
|
11.6K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
280+ 1.55% |
$6.96K - $7.84K
|
18.4K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.6K- 20.08% |
$1.23M - $1.39M
|
197K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-99.4K- 49.67% |
$2.47M - $2.78M
|
101K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$24.9 - $28
|
1
$26.1
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
563+ 2.12% |
$14K - $15.8K
|
27.1K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.99K+ 8.18% |
$149K - $168K
|
79.2K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.55K+ 3.66% |
$38.4K - $43.2K
|
43.8K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.9K+ 22.63% |
$893K - $1M
|
195K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
509KNew |
$12.7M - $14.2M
|
509K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.4K+ 34.35% |
$2.17M - $2.45M
|
342K
$8.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.76K+ 4.97% |
$68.7K - $77.3K
|
58.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-556- 22.76% |
$13.8K - $15.6K
|
1.89K
$49.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
441KNew |
$11M - $12.4M
|
441K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
15KNew |
$372K - $419K
|
15K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-209- 0.04% |
$5.2K - $5.85K
|
478K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-20.3K- 3.83% |
$504K - $567K
|
508K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.88K+ 6.47% |
$146K - $165K
|
96.7K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
24K+ 8.3% |
$596K - $671K
|
313K
$8.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 4.18% |
$32K - $36.1K
|
32.1K
$838K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.24K- 21.56% |
$105K - $119K
|
15.4K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.15K+ 9.28% |
$78.4K - $88.3K
|
37.1K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
39.1K+ 12.71% |
$972K - $1.09M
|
347K
$9.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.22KNew |
$30.3K - $34.1K
|
1.22K
$31.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
37+ 39.78% |
$920 - $1.04K
|
130
$3.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
303+ 1.76% |
$7.53K - $8.48K
|
17.5K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
65.5KNew |
$1.63M - $1.83M
|
65.5K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
160KNew |
$3.99M - $4.49M
|
160K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 9.51% |
$67.5K - $76K
|
31.3K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.37K+ 5.11% |
$58.8K - $66.3K
|
48.7K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26.3K+ 17.3% |
$653K - $736K
|
178K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.23KNew |
$30.5K - $34.3K
|
1.23K
$32K
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
52.2K+ 13.19% |
$1.3M - $1.46M
|
448K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.96K- 13.48% |
$48.7K - $54.8K
|
12.6K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
121K+ 5.52% |
$3M - $3.38M
|
2.31M
$60.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.22K- 3.56% |
$155K - $174K
|
168K
$4.4M
|