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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.7K+ 27.66% |
$187K - $195K
|
49.5K
$900K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$60.8K - $63.5K
|
3.49K
$63.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 5.75% |
$22.7K - $23.7K
|
23.9K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
842+ 13.93% |
$14.7K - $15.3K
|
6.89K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
490+ 3.18% |
$8.54K - $8.92K
|
15.9K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99+ 0.09% |
$1.73K - $1.8K
|
109K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63New |
$1.1K - $1.15K
|
63
$1.15K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$17.4 - $18.2
|
11.8K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-655- 4.14% |
$11.4K - $11.9K
|
15.2K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-752- 29.69% |
$13.1K - $13.7K
|
1.78K
$32.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 6.98% |
$19.9K - $20.8K
|
15.2K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.5K- 11.45% |
$26.1K - $27.3K
|
11.6K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.92K- 29.59% |
$33.5K - $35K
|
4.57K
$83.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.48K- 10.1% |
$130K - $136K
|
66.6K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-9.2K- 24.13% |
$160K - $168K
|
28.9K
$526K
|