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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
67.5K+ 19.48% |
$1.69M - $1.87M
|
414K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.05K+ 2.11% |
$51.1K - $56.6K
|
98.8K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23+ 0.01% |
$574 - $636
|
278K
$8.24M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.45K+ 6.48% |
$211K - $234K
|
139K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
27.3KNew |
$681K - $754K
|
27.3K
$807K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 0.36% |
$1.12K - $1.25K
|
12.6K
$373K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35.3K+ 7.39% |
$881K - $977K
|
513K
$15.2M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 25.12% |
$295K - $332K
|
59.1K
$1.75M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-9.43K- 11.15% |
$235K - $264K
|
75.2K
$2.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.71% |
$81.7K - $92K
|
54.3K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.76K+ 29.22% |
$218K - $245K
|
38.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.24K- 21.56% |
$105K - $119K
|
15.4K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 4.18% |
$32K - $36.1K
|
32.1K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.22KNew |
$30.3K - $34.1K
|
1.22K
$36.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
37+ 39.78% |
$920 - $1.04K
|
130
$3.85K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.23KNew |
$30.5K - $34.3K
|
1.23K
$36.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.28K+ 3.56% |
$181K - $204K
|
212K
$6.27M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 4.17% |
$49.6 - $56.1
|
50
$1.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9+ 2.81% |
$223 - $252
|
329
$9.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.77K- 13.64% |
$118K - $134K
|
30.2K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 11.04% |
$42.3K - $47.8K
|
17.2K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.03K- 21.68% |
$50.2K - $56.8K
|
7.31K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-157- 1.81% |
$3.89K - $4.4K
|
8.52K
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-403- 43.43% |
$9.99K - $11.3K
|
525
$15.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.5K+ 10.57% |
$606K - $686K
|
256K
$7.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.26K+ 0.91% |
$130K - $148K
|
581K
$17.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 11.29% |
$24.9K - $28.2K
|
9.91K
$293K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465New |
$12.2K - $13.1K
|
465
$13.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.17KNew |
$214K - $230K
|
8.17K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.46K+ 62.72% |
$221K - $238K
|
21.9K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-270- 67.67% |
$7.06K - $7.61K
|
129
$3.82K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.79KNew |
$230K - $248K
|
8.79K
$260K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385+ 29.62% |
$9.77K - $10.5K
|
1.69K
$49.9K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29.9K- 8.76% |
$759K - $817K
|
311K
$9.21M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.68K+ 98.68% |
$169K - $182K
|
13.4K
$398K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.87K+ 30.18% |
$149K - $160K
|
25.3K
$749K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$303K - $342K
|
13.2K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
425New |
$9.75K - $11K
|
425
$12.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
200New |
$4.59K - $5.18K
|
200
$5.92K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.85% |
$45.9 - $51.8
|
50
$1.48K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
202New |
$4.63K - $5.23K
|
202
$5.98K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.2KNew |
$1.75M - $1.88M
|
74.2K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$359K - $384K
|
15.2K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
557New |
$13.2K - $14.1K
|
557
$16.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144New |
$3.4K - $3.65K
|
144
$4.26K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.69KNew |
$182K - $195K
|
7.69K
$228K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-897- 5.7% |
$21.2K - $22.7K
|
14.8K
$439K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
242K+ 218.47% |
$5.71M - $6.12M
|
352K
$10.4M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
21.1K+ 4.77% |
$494K - $543K
|
462K
$13.7M
|
|