Purchases and Sales Made in Q2 2021 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.19M+ 68.24% |
$88.7M - $90.5M
|
10.3M
$184M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65M+ 135.11% |
$34.8M - $35.6M
|
2.87M
$50.9M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35MNew |
$28.6M - $29.2M
|
1.35M
$24M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
719K+ 15.16% |
$15.2M - $15.5M
|
5.46M
$97M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
254K+ 2282.98% |
$5.38M - $5.49M
|
266K
$4.72M
|
|
|
Aug 10, 2021
Q2 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
254KNew |
$5.37M - $5.49M
|
254K
$4.51M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
202K+ 20.76% |
$4.27M - $4.36M
|
1.18M
$20.9M
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
143K+ 4021.31% |
$3.02M - $3.08M
|
146K
$2.6M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
BUY
|
- |
83.9K+ 34.19% |
$1.77M - $1.81M
|
329K
$5.85M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
80.1K+ 229.07% |
$1.69M - $1.73M
|
115K
$2.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.6KNew |
$1.47M - $1.5M
|
69.6K
$1.24M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
63.4KNew |
$1.34M - $1.37M
|
63.4K
$1.13M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
53.3K+ 4540.34% |
$1.13M - $1.15M
|
54.5K
$968K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.8K+ 155.69% |
$1.01M - $1.03M
|
78.6K
$1.4M
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40.2K+ 35.6% |
$851K - $869K
|
153K
$2.72M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 92.17% |
$671K - $685K
|
66.1K
$1.17M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 14.8% |
$628K - $641K
|
230K
$4.09M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 43.16% |
$445K - $454K
|
69.7K
$1.24M
|
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.1K+ 26.48% |
$362K - $369K
|
81.7K
$1.45M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.2K+ 25.08% |
$343K - $351K
|
81K
$1.44M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$317K - $324K
|
15K
$267K
|
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 3.61% |
$290K - $296K
|
394K
$6.99M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.6K+ 2.16% |
$287K - $293K
|
641K
$11.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.2K+ 2.73% |
$280K - $286K
|
498K
$8.84M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.3K+ 71.28% |
$261K - $266K
|
29.6K
$526K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11KNew |
$233K - $238K
|
11K
$196K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.95K+ 70.91% |
$210K - $215K
|
24K
$426K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
9.44KNew |
$200K - $204K
|
9.44K
$168K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.54KNew |
$159K - $163K
|
7.54K
$134K
|
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.37K+ 4.7% |
$156K - $159K
|
164K
$2.91M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.28K+ 29.25% |
$154K - $157K
|
32.2K
$571K
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
6.56K+ 12.91% |
$139K - $142K
|
57.4K
$1.02M
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
6.5K+ 4.05% |
$137K - $140K
|
167K
$2.96M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.47K+ 1.35% |
$116K - $118K
|
411K
$7.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.19K+ 3.8% |
$110K - $112K
|
142K
$2.52M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.94K+ 10.75% |
$83.4K - $85.1K
|
40.6K
$721K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.5K+ 2.1% |
$74.1K - $75.6K
|
170K
$3.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3.47KNew |
$73.3K - $74.9K
|
3.47K
$61.6K
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.2K+ 11.2% |
$67.8K - $69.2K
|
31.8K
$565K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.69K+ 5.87% |
$56.9K - $58.1K
|
48.5K
$861K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 7.64% |
$37.9K - $38.6K
|
25.2K
$448K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 41.01% |
$32.3K - $32.9K
|
5.25K
$93.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 1.01% |
$30.3K - $30.9K
|
144K
$2.55M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.18KNew |
$24.9K - $25.4K
|
1.18K
$20.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$23.4K - $23.9K
|
1.11K
$19.7K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 1.06% |
$21.6K - $22K
|
97.5K
$1.73M
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
930+ 0.88% |
$19.7K - $20.1K
|
106K
$1.88M
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
600New |
$12.7K - $13K
|
600
$10.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
582+ 3.43% |
$12.3K - $12.6K
|
17.6K
$312K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
522+ 13.08% |
$11K - $11.3K
|
4.51K
$80.2K
|