Purchases and Sales Made in Q2 2024 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
60.5K+ 13.69% |
$1.04M - $1.08M
|
503K
$8.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 7.35% |
$793K - $820K
|
673K
$11.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
30.7K+ 3.42% |
$528K - $546K
|
929K
$16.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6KNew |
$423K - $437K
|
24.6K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.1K+ 228.48% |
$329K - $340K
|
27.5K
$484K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.7KNew |
$287K - $297K
|
16.7K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.4K+ 4.17% |
$196K - $203K
|
285K
$5.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$174K - $179K
|
10.1K
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.71K+ 9.55% |
$167K - $173K
|
111K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.8K+ 17.73% |
$151K - $157K
|
58.4K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.82K+ 0.48% |
$48.5K - $50.1K
|
592K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 11.71% |
$30.8K - $31.8K
|
17.1K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 1.97% |
$21.5K - $22.2K
|
64.7K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.18K+ 151.03% |
$20.2K - $20.9K
|
1.95K
$34.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
900+ 6.01% |
$15.5K - $16K
|
15.9K
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
822+ 1.74% |
$14.1K - $14.6K
|
48.1K
$847K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
496New |
$8.54K - $8.82K
|
496
$8.73K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
384New |
$6.61K - $6.83K
|
384
$6.76K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
356+ 2.24% |
$6.13K - $6.33K
|
16.3K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
212+ 0.83% |
$3.65K - $3.77K
|
25.9K
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 1.7% |
$3.36K - $3.47K
|
11.7K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
188+ 9.59% |
$3.24K - $3.34K
|
2.15K
$37.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188+ 0.16% |
$3.24K - $3.34K
|
115K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.19% |
$430 - $445
|
13.3K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.1% |
$51.6 - $53.4
|
2.91K
$51.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 0.26% |
$534 - $551
|
12K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-107- 0.21% |
$1.84K - $1.9K
|
51.1K
$899K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-233- 0.42% |
$4.01K - $4.15K
|
54.8K
$966K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-398- 1.12% |
$6.85K - $7.08K
|
35.3K
$622K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.86K- 13.03% |
$32.1K - $33.1K
|
12.4K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.45K- 98.28% |
$42.2K - $43.6K
|
43
$757
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.76K- 15.43% |
$47.4K - $49K
|
15.1K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.04K- 4.74% |
$52.3K - $54.1K
|
61.1K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.73K- 12.78% |
$64.1K - $66.3K
|
25.4K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.11K- 5.11% |
$70.8K - $73.2K
|
76.4K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.22K- 18.81% |
$72.6K - $75.1K
|
18.2K
$321K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.06K- 33.13% |
$87K - $90K
|
10.2K
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.84K- 17.84% |
$135K - $139K
|
36.1K
$636K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.58K- 8.82% |
$148K - $153K
|
88.7K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 17.0% |
$193K - $199K
|
54.6K
$962K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-13.6K- 8.54% |
$235K - $242K
|
146K
$2.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.8K- 21.23% |
$324K - $335K
|
69.8K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.2K- 3.85% |
$416K - $430K
|
603K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-50K- 41.08% |
$861K - $890K
|
71.8K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.3K- 8.21% |
$1.23M - $1.27M
|
797K
$14M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100K- 9.89% |
$1.73M - $1.78M
|
914K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100K- 9.89% |
$1.73M - $1.78M
|
914K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 18.2% |
$1.75M - $1.81M
|
458K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.34M- 28.2% |
$40.4M - $41.7M
|
5.97M
$105M
|