Purchases and Sales Made in Q3 2022 in Columbia ETF Tr I Diversified (DIAL)

DIAL Quotes by TradingView

This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q3 2022. 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
Nov 14, 2022 Q3 2022
Enzi Wealth

Austin, TX
BUY
 -
641K
New
$10.6M - $11.9M
641K $11.3M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
274K
+ 308.5%
$4.53M - $5.1M
363K $6.39M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
141K
+ 23.96%
$2.33M - $2.62M
728K $12.8M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
88.6K
+ 120.44%
$1.47M - $1.65M
162K $2.85M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
65.8K
New
$1.09M - $1.23M
65.8K $1.16M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
53.2K
+ 43.82%
$881K - $992K
175K $3.08M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
24.2K
+ 1.57%
$401K - $451K
1.57M $27.7M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
20.8K
New
$345K - $388K
20.8K $367K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
19K
+ 5.55%
$314K - $354K
361K $6.36M
Nov 10, 2022 Q3 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
14K
New
$231K - $260K
14K $246K
Nov 14, 2022 Q3 2022
Trail Ridge Investment Advisors, LLC

BUY
 -
7.51K
+ 28.53%
$124K - $140K
33.8K $596K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.36K
+ 0.63%
$88.6K - $99.8K
860K $15.2M
Oct 26, 2022 Q3 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
5.01K
+ 2.98%
$83K - $93.4K
173K $3.05M
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
3.2K
+ 2.22%
$53K - $59.6K
147K $2.59M
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
3.2K
+ 2.22%
$53K - $59.6K
147K $2.59M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
2.54K
+ 4.32%
$42K - $47.3K
61.4K $1.08M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
2.03K
+ 11.36%
$33.5K - $37.7K
19.8K $350K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
1.65K
+ 7.21%
$27.3K - $30.8K
24.6K $432K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
536
+ 1.56%
$8.87K - $9.99K
34.9K $615K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
24
+ 0.14%
$397 - $447
16.6K $292K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

SELL
 -
-53
- 0.21%
$877 - $987
24.9K $438K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-157
- 0.02%
$2.6K - $2.92K
816K $14.4M
Oct 18, 2022 Q3 2022
Allworth Financial LP

SELL
 -
-161
- 29.7%
$2.66K - $3K
381 $6.71K
Oct 17, 2022 Q3 2022
Archford Capital Strategies, LLC

SELL
 -
-338
- 0.84%
$5.59K - $6.3K
39.9K $703K
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

SELL
 -
-494
- 3.65%
$8.18K - $9.2K
13.1K $230K
Oct 26, 2022 Q3 2022
Truist Financial Corp

SELL
 -
-551
- 1.68%
$9.12K - $10.3K
32.2K $567K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

SELL
 -
-902
- 98.36%
$14.9K - $16.8K
15 $264
Oct 26, 2022 Q3 2022
Financial Insights, Inc.

SELL
 -
-1.12K
- 2.42%
$18.5K - $20.9K
45.2K $796K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-1.44K
- 1.2%
$23.9K - $26.9K
119K $2.09M
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

SELL
 -
-2.21K
- 1.23%
$36.5K - $41.1K
178K $3.13M
Oct 24, 2022 Q3 2022
Great Diamond Partners, LLC

SELL
 -
-2.98K
- 3.59%
$49.3K - $55.5K
80K $1.41M
Nov 14, 2022 Q3 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-3.65K
- 5.87%
$60.4K - $68K
58.5K $1.03M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-4.12K
- 24.91%
$68.3K - $76.8K
12.4K $219K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-4.8K
- 26.71%
$79.4K - $89.4K
13.2K $232K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-5.63K
- 9.72%
$93.2K - $105K
52.3K $922K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

SELL
 -
-6.96K
- 10.78%
$115K - $130K
57.6K $1.01M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

SELL
 -
-7.6K
- 10.77%
$126K - $142K
63K $1.11M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

SELL
 -
-8.26K
- 81.95%
$137K - $154K
1.82K $32K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

SELL
 -
-8.48K
- 18.67%
$140K - $158K
36.9K $650K
Oct 19, 2022 Q3 2022
Prentice Wealth Management LLC

SELL
 -
-9K
- 16.99%
$149K - $168K
44K $774K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-10.2K
- 43.9%
$169K - $190K
13K $230K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

SELL
 -
-13.7K
- 6.67%
$227K - $256K
192K $3.38M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-14.1K
- 28.69%
$234K - $264K
35.2K $619K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-15.2K
- 67.1%
$251K - $283K
7.44K $131K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-16.2K
- 9.19%
$267K - $301K
160K $2.81M
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

SELL
 -
-17K
- 28.91%
$281K - $317K
41.8K $736K
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-24.1K
Closed
$400K - $450K
0 $0
Nov 01, 2022 Q3 2022
Signature Wealth Management Partners, LLC

SELL
 -
-25.2K
- 23.13%
$418K - $470K
83.9K $1.48M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-25.5K
- 9.49%
$421K - $474K
243K $4.27M

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