Purchases and Sales Made in Q1 2023 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q1 2023. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I DIVERSIFIED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.6K- 13.24% |
$355K - $376K
|
135K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.7K- 61.86% |
$356K - $376K
|
12.7K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-41.3K- 10.71% |
$710K - $752K
|
344K
$6.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-57.1K- 73.65% |
$982K - $1.04M
|
20.4K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.7K- 34.71% |
$993K - $1.05M
|
109K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.7K- 16.47% |
$1.01M - $1.07M
|
298K
$5.25M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-79.9K- 64.75% |
$1.38M - $1.46M
|
43.5K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.2K- 8.93% |
$1.41M - $1.5M
|
838K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90.1K- 10.74% |
$1.55M - $1.64M
|
749K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-93.2K- 48.34% |
$1.6M - $1.7M
|
99.6K
$1.75M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-93.9K- 65.39% |
$1.62M - $1.71M
|
49.7K
$876K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-98.2K- 59.7% |
$1.69M - $1.79M
|
66.3K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-133K- 18.13% |
$2.3M - $2.43M
|
603K
$10.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-311K- 57.14% |
$5.35M - $5.67M
|
233K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-409K- 88.11% |
$7.04M - $7.46M
|
55.2K
$972K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-564K- 49.14% |
$9.7M - $10.3M
|
584K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-843K- 10.06% |
$14.5M - $15.4M
|
7.54M
$133M
|