Purchases and Sales Made in Q1 2025 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 15.69% |
$2.49M - $2.57M
|
1.06M
$19M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.3K+ 11.17% |
$1.65M - $1.71M
|
948K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
92.5K+ 224.78% |
$1.61M - $1.66M
|
134K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$250K - $258K
|
14.4K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$231K - $239K
|
13.3K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
13.1KNew |
$227K - $235K
|
13.1K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.6KNew |
$202K - $209K
|
11.6K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.6KNew |
$184K - $190K
|
10.6K
$190K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 14.17% |
$176K - $182K
|
81.9K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
9.37K+ 31.87% |
$163K - $168K
|
38.8K
$696K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.49KNew |
$113K - $117K
|
6.49K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.36K+ 16.57% |
$110K - $114K
|
44.7K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4KNew |
$69.4K - $71.8K
|
4K
$71.8K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.22K+ 113.72% |
$55.8K - $57.7K
|
6.05K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.02K+ 1.79% |
$52.5K - $54.3K
|
172K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.03K+ 3.42% |
$35.2K - $36.4K
|
61.4K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59K+ 1.48% |
$27.7K - $28.6K
|
109K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
997+ 4.61% |
$17.3K - $17.9K
|
22.6K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
466+ 3.49% |
$8.09K - $8.36K
|
13.8K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
315+ 0.43% |
$5.47K - $5.65K
|
74.1K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194+ 28.91% |
$3.37K - $3.48K
|
865
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$34.7 - $35.9
|
11.8K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-189- 1.18% |
$3.28K - $3.39K
|
15.8K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-220- 1.41% |
$3.82K - $3.95K
|
15.4K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-375- 2.25% |
$6.51K - $6.73K
|
16.3K
$293K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.02K- 6.76% |
$52.4K - $54.2K
|
41.6K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.05K- 6.24% |
$53K - $54.8K
|
45.8K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.19K- 0.53% |
$55.4K - $57.2K
|
596K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.33KClosed |
$92.5K - $95.7K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.65K- 12.32% |
$98K - $101K
|
40.2K
$721K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.67K- 11.62% |
$133K - $138K
|
58.4K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14K- 28.0% |
$243K - $251K
|
36K
$645K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-14.6K- 27.69% |
$253K - $262K
|
38.1K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 24.15% |
$318K - $329K
|
57.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.4K- 36.15% |
$545K - $563K
|
55.4K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.3K- 7.05% |
$595K - $615K
|
451K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-141K- 13.4% |
$2.45M - $2.54M
|
914K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213K- 94.19% |
$3.69M - $3.82M
|
13.1K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-526K- 96.39% |
$9.14M - $9.45M
|
19.7K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-882K- 12.92% |
$15.3M - $15.8M
|
5.95M
$107M
|