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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
117K+ 7.2% |
$2.75M - $3.45M
|
1.75M
$51.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.7KNew |
$392K - $492K
|
16.7K
$495K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
776New |
$18.2K - $22.8K
|
776
$23K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-28.9K- 13.83% |
$678K - $850K
|
180K
$5.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-4.06K- 3.72% |
$95.1K - $119K
|
105K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 4.93% |
$2.6K - $3.27K
|
2.36K
$69.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.15K- 1.43% |
$50.3K - $63.1K
|
148K
$4.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.94K+ 3.88% |
$45.6K - $57.2K
|
52K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.56K+ 2.69% |
$107K - $134K
|
174K
$5.15M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.6K- 8.07% |
$64.9K - $71.9K
|
29.6K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
341+ 0.37% |
$8.51K - $9.44K
|
91.5K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
295K+ 99.3% |
$7.35M - $8.15M
|
591K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
965+ 3.0% |
$24.1K - $26.7K
|
33.1K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.31K- 47.44% |
$207K - $230K
|
9.21K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.5KNew |
$1.71M - $1.9M
|
68.5K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 193.68% |
$61.2K - $67.8K
|
3.72K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$292K - $324K
|
11.7K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.08% |
$350 - $387
|
18.4K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.7KNew |
$318K - $352K
|
12.7K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-735- 2.1% |
$18.4K - $20.3K
|
34.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.6KNew |
$439K - $486K
|
17.6K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 25.15% |
$72.9K - $80.7K
|
8.68K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.12K+ 11.16% |
$27.9K - $30.9K
|
11.1K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-188- 35.34% |
$4.69K - $5.2K
|
344
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
40K+ 81.47% |
$998K - $1.11M
|
89K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 357500.0% |
$89.3K - $98.9K
|
3.58K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-146K- 73.98% |
$3.65M - $4.04M
|
51.4K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 33.68% |
$257K - $285K
|
20.3K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.91K+ 1.34% |
$148K - $164K
|
447K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
140KNew |
$3.49M - $3.87M
|
140K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.31K- 7.9% |
$208K - $230K
|
96.9K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.1KNew |
$251K - $278K
|
10.1K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
225+ 1.5% |
$5.62K - $6.23K
|
15.2K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 4.69% |
$400K - $443K
|
358K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
30.1K+ 5.9% |
$750K - $832K
|
539K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 30.52% |
$1.48M - $1.64M
|
254K
$7.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.92KNew |
$248K - $274K
|
9.92K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 15.54% |
$251K - $278K
|
74.8K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-90.3K- 80.78% |
$2.25M - $2.5M
|
21.5K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.16K- 1.8% |
$229K - $253K
|
499K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.15K- 1.01% |
$78.6K - $87K
|
310K
$9.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.46K- 2.44% |
$61.5K - $68.1K
|
98.2K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.12K- 7.79% |
$52.8K - $58.5K
|
25K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.81K+ 4.12% |
$45.1K - $49.9K
|
45.6K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$275K - $304K
|
11K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
34.6K+ 7.73% |
$864K - $958K
|
483K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.86K+ 18.46% |
$171K - $190K
|
44K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.4KNew |
$260K - $288K
|
10.4K
$308K
|
|