Purchases and Sales Made in Q1 2024 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 349.26% |
$8.53M - $8.77M
|
627K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
486K+ 470.8% |
$8.51M - $8.76M
|
590K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
311K+ 3.88% |
$5.44M - $5.6M
|
8.32M
$148M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
309K+ 52.51% |
$5.42M - $5.57M
|
898K
$16M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
273KNew |
$4.78M - $4.92M
|
273K
$4.85M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 10.98% |
$1.76M - $1.81M
|
1.01M
$18M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.3KNew |
$1.7M - $1.75M
|
97.3K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$1.69M - $1.74M
|
96.5K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.9K+ 8.51% |
$769K - $791K
|
560K
$9.94M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.5K+ 4.14% |
$605K - $622K
|
869K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 141.98% |
$510K - $524K
|
49.6K
$881K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25.3K+ 65.33% |
$444K - $456K
|
64.1K
$1.14M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 2.16% |
$375K - $386K
|
1.01M
$18M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 2.16% |
$375K - $386K
|
1.01M
$18M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
18.4K+ 4.34% |
$322K - $331K
|
442K
$7.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15.9KNew |
$279K - $287K
|
15.9K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 15.64% |
$273K - $280K
|
115K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36K+ 92855.56% |
$146K - $151K
|
8.37K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.82K+ 53.53% |
$137K - $141K
|
22.4K
$398K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.66K+ 3.68% |
$99.2K - $102K
|
160K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 5.39% |
$91K - $93.6K
|
102K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.75K+ 11.99% |
$48.1K - $49.5K
|
25.7K
$456K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.5K+ 3.28% |
$26.3K - $27K
|
47.3K
$839K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
437+ 3.88% |
$7.65K - $7.87K
|
11.7K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
432+ 0.85% |
$7.56K - $7.78K
|
51.2K
$909K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127+ 0.97% |
$2.22K - $2.29K
|
13.3K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66New |
$1.16K - $1.19K
|
66
$1.17K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.42% |
$876 - $901
|
12.1K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 1.76% |
$595 - $612
|
1.96K
$34.8K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$123 - $126
|
11.5K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-32- 3.38% |
$560 - $576
|
916
$16.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 0.66% |
$1.75K - $1.8K
|
15K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 5.67% |
$2.29K - $2.36K
|
2.18K
$38.7K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-188- 0.16% |
$3.29K - $3.39K
|
115K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-318- 2.04% |
$5.57K - $5.73K
|
15.3K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-941- 5.01% |
$16.5K - $16.9K
|
17.9K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.74K- 3.81% |
$30.4K - $31.3K
|
43.9K
$780K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.86K- 11.5% |
$32.5K - $33.5K
|
14.3K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 10.05% |
$32.7K - $33.6K
|
16.7K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.13K- 23.95% |
$54.9K - $56.4K
|
9.95K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 22.36% |
$57.1K - $58.7K
|
11.3K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.62K- 11.05% |
$63.4K - $65.2K
|
29.2K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.29K- 6.33% |
$75.1K - $77.3K
|
63.5K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.36K- 6.21% |
$76.3K - $78.5K
|
65.8K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.37K- 60.08% |
$76.6K - $78.8K
|
2.91K
$51.6K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.74K- 7.07% |
$118K - $121K
|
88.6K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.12K- 10.18% |
$160K - $164K
|
80.5K
$1.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.1K- 94.35% |
$281K - $289K
|
961
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3K- 18.78% |
$391K - $402K
|
96.6K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-43.5K- 54.96% |
$763K - $784K
|
35.7K
$634K
|