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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 11.29% |
$24.9K - $28.2K
|
9.91K
$317K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.17KNew |
$214K - $230K
|
8.17K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-270- 67.67% |
$7.06K - $7.61K
|
129
$4.13K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.79KNew |
$230K - $248K
|
8.79K
$281K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29.9K- 8.76% |
$759K - $817K
|
311K
$9.96M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.68K+ 98.68% |
$169K - $182K
|
13.4K
$430K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.87K+ 30.18% |
$149K - $160K
|
25.3K
$810K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$303K - $342K
|
13.2K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
425New |
$9.75K - $11K
|
425
$13.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
200New |
$4.59K - $5.18K
|
200
$6.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.85% |
$45.9 - $51.8
|
50
$1.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
202New |
$4.63K - $5.23K
|
202
$6.46K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.2KNew |
$1.75M - $1.88M
|
74.2K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$359K - $384K
|
15.2K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
557New |
$13.2K - $14.1K
|
557
$17.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144New |
$3.4K - $3.65K
|
144
$4.61K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.69KNew |
$182K - $195K
|
7.69K
$246K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-897- 5.7% |
$21.2K - $22.7K
|
14.8K
$475K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
242K+ 218.47% |
$5.71M - $6.12M
|
352K
$11.3M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
21.1K+ 4.77% |
$494K - $543K
|
462K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.55KNew |
$83.3K - $91.5K
|
3.55K
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
402KNew |
$9.42M - $10.3M
|
402K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
137K+ 265.11% |
$3.21M - $3.53M
|
189K
$6.03M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$251K - $275K
|
10.4K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-15.8K- 53.46% |
$382K - $418K
|
13.8K
$441K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
78New |
$1.88K - $2.06K
|
78
$2.49K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
32.3KNew |
$666K - $794K
|
32.3K
$1.03M
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$24.1K - $29.1K
|
1.18K
$37.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-850Closed |
$19.7K - $23.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.14KNew |
$212K - $253K
|
9.14K
$292K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-310Closed |
$7.19K - $8.59K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-402Closed |
$9.32K - $11.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$5.15K - $5.77K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-200Closed |
$5.15K - $5.77K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-10.9KClosed |
$280K - $314K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-976Closed |
$25.1K - $28.2K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.5KClosed |
$269K - $302K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50Closed |
$1.32K - $1.43K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14Closed |
$383 - $410
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
227New |
$5.52K - $6.33K
|
227
$7.26K
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-156Closed |
$2.99K - $3.32K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-22.4KClosed |
$317K - $553K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-22.5KClosed |
$497K - $542K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.1K- 48.73% |
$492K - $552K
|
24.3K
$776K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.86KNew |
$45.7K - $48.6K
|
1.86K
$59.6K
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-863Closed |
$21.2K - $22.5K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$25.3 - $25.6
|
1
$32
|
|