Purchases and Sales Made in Q3 2024 in Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.55M+ 243.8% |
$38.4M - $43.5M
|
2.19M
$55.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
152KNew |
$3.77M - $4.26M
|
152K
$3.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
95.7K+ 31.91% |
$2.37M - $2.68M
|
396K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85K+ 46.85% |
$2.11M - $2.38M
|
266K
$6.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
73.2KNew |
$1.81M - $2.05M
|
73.2K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
57.5KNew |
$1.43M - $1.61M
|
57.5K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35.2K+ 7.94% |
$872K - $986K
|
478K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 74.93% |
$871K - $985K
|
82K
$2.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.8KNew |
$763K - $863K
|
30.8K
$788K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30KNew |
$743K - $841K
|
30K
$767K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.9K+ 31.85% |
$617K - $698K
|
103K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.5K+ 10.57% |
$606K - $686K
|
256K
$6.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 14.23% |
$490K - $554K
|
159K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.7K+ 7.01% |
$413K - $467K
|
254K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 6.55% |
$377K - $426K
|
247K
$6.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 2.67% |
$341K - $386K
|
529K
$13.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.2K+ 6.86% |
$277K - $314K
|
174K
$4.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.2K+ 12.16% |
$277K - $313K
|
103K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$248K - $280K
|
10K
$256K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.82K+ 5.16% |
$244K - $275K
|
200K
$5.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7.6K+ 9.13% |
$188K - $213K
|
90.9K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.2KNew |
$179K - $202K
|
7.2K
$184K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.71K+ 3.39% |
$166K - $188K
|
204K
$5.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.26K+ 0.91% |
$130K - $148K
|
581K
$14.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 9.85% |
$123K - $139K
|
55.2K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.72K+ 9.28% |
$117K - $132K
|
55.6K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.31K+ 14.53% |
$107K - $121K
|
34K
$869K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.29K+ 5.2% |
$56.7K - $64.2K
|
46.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 11.04% |
$42.3K - $47.8K
|
17.2K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.7K+ 9.48% |
$42.2K - $47.7K
|
19.7K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.51K+ 0.49% |
$37.4K - $42.3K
|
308K
$7.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.48K+ 0.48% |
$36.7K - $41.5K
|
308K
$7.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.45K+ 9.58% |
$35.9K - $40.7K
|
16.6K
$424K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 11.29% |
$24.9K - $28.2K
|
9.91K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
586+ 2.09% |
$14.5K - $16.4K
|
28.6K
$731K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
377+ 2.66% |
$9.35K - $10.6K
|
14.5K
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
369+ 2.19% |
$9.15K - $10.3K
|
17.2K
$440K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
221+ 0.84% |
$5.48K - $6.2K
|
26.6K
$680K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 30.99% |
$545 - $617
|
93
$2.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9+ 2.81% |
$223 - $252
|
329
$8.42K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 4.17% |
$49.6 - $56.1
|
50
$1.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7- 1.3% |
$174 - $196
|
532
$13.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-77Closed |
$1.91K - $2.16K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-157- 1.81% |
$3.89K - $4.4K
|
8.52K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-403- 43.43% |
$9.99K - $11.3K
|
525
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04K- 45.07% |
$25.7K - $29.1K
|
1.27K
$32.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.42K- 3.94% |
$35.3K - $39.9K
|
34.7K
$887K
|