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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
121K+ 5.52% |
$3M - $3.38M
|
2.31M
$62.9M
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.96K- 13.48% |
$48.7K - $54.8K
|
12.6K
$342K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.28K+ 3.56% |
$181K - $204K
|
212K
$5.77M
|
|
Q3 2024 | |||||||
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 4.17% |
$49.6 - $56.1
|
50
$1.36K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$248K - $280K
|
10K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7- 1.3% |
$174 - $196
|
532
$14.5K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04K- 45.07% |
$25.7K - $29.1K
|
1.27K
$34.5K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9+ 2.81% |
$223 - $252
|
329
$8.97K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.77K- 13.64% |
$118K - $134K
|
30.2K
$823K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 11.04% |
$42.3K - $47.8K
|
17.2K
$468K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.03K- 21.68% |
$50.2K - $56.8K
|
7.31K
$199K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-157- 1.81% |
$3.89K - $4.4K
|
8.52K
$232K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-403- 43.43% |
$9.99K - $11.3K
|
525
$14.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.5K+ 10.57% |
$606K - $686K
|
256K
$6.97M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.26K+ 0.91% |
$130K - $148K
|
581K
$15.8M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 11.29% |
$24.9K - $28.2K
|
9.91K
$270K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.2KNew |
$179K - $202K
|
7.2K
$196K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465New |
$12.2K - $13.1K
|
465
$12.7K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.17KNew |
$214K - $230K
|
8.17K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.46K+ 62.72% |
$221K - $238K
|
21.9K
$598K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.18KNew |
$214K - $231K
|
8.18K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-270- 67.67% |
$7.06K - $7.61K
|
129
$3.52K
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.79KNew |
$230K - $248K
|
8.79K
$240K
|
|
Q1 2024 | |||||||
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385+ 29.62% |
$9.77K - $10.5K
|
1.69K
$45.9K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.4K- 54.4% |
$1.08M - $1.16M
|
35.5K
$969K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29.9K- 8.76% |
$759K - $817K
|
311K
$8.48M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.68K+ 98.68% |
$169K - $182K
|
13.4K
$366K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.87K+ 30.18% |
$149K - $160K
|
25.3K
$690K
|
|
Q4 2023 | |||||||
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$303K - $342K
|
13.2K
$359K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
425New |
$9.75K - $11K
|
425
$11.6K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
200New |
$4.59K - $5.18K
|
200
$5.45K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.85% |
$45.9 - $51.8
|
50
$1.36K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
202New |
$4.63K - $5.23K
|
202
$5.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.2KNew |
$1.75M - $1.88M
|
74.2K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$359K - $384K
|
15.2K
$414K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
557New |
$13.2K - $14.1K
|
557
$15.2K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144New |
$3.4K - $3.65K
|
144
$3.92K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.69KNew |
$182K - $195K
|
7.69K
$210K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-897- 5.7% |
$21.2K - $22.7K
|
14.8K
$405K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
242K+ 218.47% |
$5.71M - $6.12M
|
352K
$9.6M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
21.1K+ 4.77% |
$494K - $543K
|
462K
$12.6M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.55KNew |
$83.3K - $91.5K
|
3.55K
$96.8K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
402KNew |
$9.42M - $10.3M
|
402K
$10.9M
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
137K+ 265.11% |
$3.21M - $3.53M
|
189K
$5.14M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$251K - $275K
|
10.4K
$284K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-15.8K- 53.46% |
$382K - $418K
|
13.8K
$375K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
38.6KNew |
$932K - $1.02M
|
38.6K
$1.05M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
78New |
$1.88K - $2.06K
|
78
$2.13K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
32.3KNew |
$666K - $794K
|
32.3K
$880K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$24.1K - $29.1K
|
1.18K
$32.2K
|