Purchases and Sales Made in Q2 2024 in Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
443KNew |
$11.6M - $12.5M
|
443K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
91.9KNew |
$2.4M - $2.59M
|
91.9K
$2.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
59.2K+ 245.64% |
$1.55M - $1.67M
|
83.3K
$2.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40K+ 40.39% |
$1.05M - $1.13M
|
139K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.2K+ 18.57% |
$974K - $1.05M
|
238K
$6.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.3K+ 173.81% |
$845K - $911K
|
50.9K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.9K+ 5.48% |
$781K - $842K
|
575K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
25.1KNew |
$656K - $707K
|
25.1K
$642K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 82.3% |
$617K - $664K
|
52.2K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
14.1KNew |
$370K - $399K
|
14.1K
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 20.74% |
$351K - $378K
|
78.1K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10K+ 50.9% |
$262K - $282K
|
29.7K
$759K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.79KNew |
$230K - $248K
|
8.79K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.46K+ 62.72% |
$221K - $238K
|
21.9K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.18KNew |
$214K - $231K
|
8.18K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.17KNew |
$214K - $230K
|
8.17K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.02K+ 3.58% |
$210K - $226K
|
232K
$5.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.23K+ 2.77% |
$163K - $176K
|
231K
$5.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
6.05K+ 2.0% |
$158K - $171K
|
309K
$7.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.07K+ 13.84% |
$133K - $143K
|
41.7K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5K+ 3.16% |
$131K - $141K
|
163K
$4.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 9.57% |
$115K - $124K
|
50.2K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.23K+ 10.63% |
$111K - $119K
|
44K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 1.44% |
$67.3K - $72.6K
|
181K
$4.64M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.29K+ 0.66% |
$33.7K - $36.4K
|
198K
$5.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.1K+ 14.13% |
$28.8K - $31.1K
|
8.9K
$228K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
950+ 5.58% |
$24.9K - $26.8K
|
18K
$459K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
816+ 5.09% |
$21.3K - $23K
|
16.8K
$431K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
635+ 38.07% |
$16.6K - $17.9K
|
2.3K
$58.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
635+ 38.07% |
$16.6K - $17.9K
|
2.3K
$58.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465New |
$12.2K - $13.1K
|
465
$11.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
320New |
$8.37K - $9.02K
|
320
$8.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54+ 0.36% |
$1.41K - $1.52K
|
15.1K
$387K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
54+ 317.65% |
$1.41K - $1.52K
|
71
$1.82K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 6.67% |
$78.5 - $84.6
|
48
$1.23K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-225- 2.35% |
$5.89K - $6.34K
|
9.34K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-270- 67.67% |
$7.06K - $7.61K
|
129
$3.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-358- 2.26% |
$9.37K - $10.1K
|
15.5K
$395K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-765- 2.82% |
$20K - $21.6K
|
26.4K
$674K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-809- 8.52% |
$21.2K - $22.8K
|
8.68K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.21K- 3.35% |
$31.7K - $34.1K
|
35K
$895K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.92K- 0.62% |
$50.3K - $54.2K
|
306K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.92K- 0.62% |
$50.3K - $54.2K
|
306K
$7.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.23K- 1.16% |
$58.3K - $62.9K
|
190K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.05K- 7.79% |
$79.8K - $86K
|
36.1K
$924K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41K- 10.87% |
$89.3K - $96.2K
|
28K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.9K- 32.81% |
$599K - $645K
|
46.9K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.7K- 36.58% |
$646K - $696K
|
42.8K
$1.1M
|