Purchases and Sales Made in Q3 2023 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q3 2023. 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, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
197K+ 2.57% |
$3.3M - $3.5M
|
7.84M
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
163KNew |
$2.74M - $2.9M
|
163K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.1K+ 66.15% |
$1.19M - $1.26M
|
179K
$3.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
55.7K+ 12.28% |
$935K - $990K
|
509K
$8.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
41.1K+ 58.35% |
$690K - $730K
|
112K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 41.05% |
$462K - $489K
|
94.5K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 8.0% |
$388K - $410K
|
312K
$5.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
17.5K+ 4.59% |
$294K - $311K
|
399K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14K+ 11.61% |
$235K - $249K
|
134K
$2.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.6KNew |
$229K - $242K
|
13.6K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.18K+ 416.1% |
$154K - $163K
|
11.4K
$200K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 268.99% |
$71.8K - $76K
|
5.87K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 268.99% |
$71.8K - $76K
|
5.87K
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.72K+ 12.36% |
$62.4K - $66K
|
33.8K
$595K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.9K+ 119.12% |
$48.6K - $51.5K
|
5.33K
$93.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.5KNew |
$41.9K - $44.3K
|
2.5K
$43.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.15K+ 3.74% |
$36.1K - $38.2K
|
59.6K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.43K+ 1.08% |
$24K - $25.4K
|
134K
$2.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.37K+ 2.89% |
$23.1K - $24.4K
|
48.9K
$861K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 2.57% |
$22K - $23.3K
|
52.3K
$922K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
948New |
$15.9K - $16.8K
|
948
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
923+ 8.64% |
$15.5K - $16.4K
|
11.6K
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
407+ 2.08% |
$6.83K - $7.23K
|
19.9K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.2K - $4.44K
|
250
$4.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
225+ 2.02% |
$3.78K - $4K
|
11.4K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
174+ 1.0% |
$2.92K - $3.09K
|
17.7K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
110+ 2.4% |
$1.85K - $1.95K
|
4.69K
$82.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
76New |
$1.28K - $1.35K
|
76
$1.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13+ 0.08% |
$218 - $231
|
16.1K
$283K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-453- 1.85% |
$7.61K - $8.05K
|
24.1K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-910- 10.0% |
$15.3K - $16.2K
|
8.19K
$144K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-969- 1.79% |
$16.3K - $17.2K
|
53.1K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 6.85% |
$19.8K - $21K
|
16.1K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.7K- 12.53% |
$28.6K - $30.2K
|
11.9K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.36K- 4.93% |
$39.7K - $42K
|
45.5K
$802K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.55K- 13.45% |
$42.9K - $45.4K
|
16.4K
$290K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.08K- 4.76% |
$51.8K - $54.8K
|
61.7K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.12K- 7.83% |
$69.1K - $73.1K
|
48.4K
$853K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.38K- 23.71% |
$73.5K - $77.7K
|
14.1K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-4.69K- 20.74% |
$78.8K - $83.4K
|
17.9K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.03K- 4.07% |
$84.4K - $89.3K
|
118K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.71K- 80.42% |
$163K - $173K
|
2.36K
$41.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11.8K- 39.23% |
$199K - $210K
|
18.3K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 11.54% |
$207K - $219K
|
94.5K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.8K- 2.32% |
$300K - $317K
|
751K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.6K- 11.51% |
$362K - $383K
|
166K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.6K- 14.39% |
$547K - $579K
|
194K
$3.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-33.3K- 14.9% |
$559K - $591K
|
190K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-35.5K- 71.23% |
$597K - $631K
|
14.4K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-149K- 70.12% |
$2.5M - $2.64M
|
63.4K
$1.12M
|