Purchases and Sales Made in Q2 2025 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
764K+ 169.17% |
$13.3M - $13.9M
|
1.22M
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 9.89% |
$1.82M - $1.9M
|
1.16M
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$640K - $669K
|
36.7K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 44.16% |
$443K - $463K
|
83K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.1K+ 43.47% |
$316K - $330K
|
59.7K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.7K+ 27.66% |
$187K - $195K
|
49.5K
$913K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.36K+ 15.25% |
$163K - $170K
|
70.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.56K+ 1.27% |
$132K - $138K
|
604K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$60.8K - $63.5K
|
3.49K
$64.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 3.55% |
$50.7K - $52.9K
|
84.8K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 1.52% |
$45.6K - $47.6K
|
175K
$3.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.59K+ 0.28% |
$45.1K - $47.1K
|
917K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$43.6K - $45.5K
|
2.5K
$46.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.38K+ 4.29% |
$41.4K - $43.3K
|
57.8K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 5.75% |
$22.7K - $23.7K
|
23.9K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06K+ 2.37% |
$18.5K - $19.3K
|
45.8K
$844K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
842+ 13.93% |
$14.7K - $15.3K
|
6.89K
$127K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
490+ 3.18% |
$8.54K - $8.92K
|
15.9K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 2.11% |
$2.07K - $2.17K
|
5.75K
$106K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99+ 0.09% |
$1.73K - $1.8K
|
109K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63New |
$1.1K - $1.15K
|
63
$1.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28+ 0.2% |
$488 - $510
|
13.8K
$255K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$17.4 - $18.2
|
11.8K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-130- 0.22% |
$2.27K - $2.37K
|
58.3K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-655- 4.14% |
$11.4K - $11.9K
|
15.2K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-752- 29.69% |
$13.1K - $13.7K
|
1.78K
$32.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 6.98% |
$19.9K - $20.8K
|
15.2K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.5K- 11.45% |
$26.1K - $27.3K
|
11.6K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 11.27% |
$26.1K - $27.3K
|
11.8K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.92K- 29.59% |
$33.5K - $35K
|
4.57K
$84.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.34K- 8.3% |
$58.1K - $60.7K
|
36.8K
$680K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.48K- 10.1% |
$130K - $136K
|
66.6K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-9.2K- 24.13% |
$160K - $168K
|
28.9K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11.7K- 25.42% |
$203K - $212K
|
34.2K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.3K- 2.46% |
$406K - $424K
|
925K
$17.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.9K- 36.0% |
$521K - $544K
|
53.1K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.8K- 73.19% |
$1.71M - $1.78M
|
35.8K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 2.2% |
$2.28M - $2.39M
|
5.81M
$107M
|