Purchases and Sales Made in Q3 2024 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
548K+ 9.18% |
$9.58M - $10.1M
|
6.52M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
319K+ 40.03% |
$5.58M - $5.91M
|
1.12M
$19.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 721.55% |
$3.47M - $3.67M
|
226K
$3.98M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
182K+ 19.62% |
$3.19M - $3.37M
|
1.11M
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.5K+ 8.81% |
$1.41M - $1.49M
|
995K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 41.55% |
$837K - $887K
|
163K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22.6KNew |
$395K - $418K
|
22.6K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.4K+ 7.52% |
$374K - $396K
|
306K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
20.6K+ 3.47% |
$360K - $381K
|
613K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$287K - $304K
|
16.4K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
14.4K+ 2.86% |
$252K - $266K
|
517K
$9.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 1.81% |
$213K - $226K
|
685K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12KNew |
$210K - $222K
|
12K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.03K+ 14.79% |
$158K - $167K
|
70.1K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.91K+ 36.3% |
$103K - $109K
|
22.2K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.4K+ 5.0% |
$42K - $44.5K
|
50.5K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25KNew |
$21.8K - $23.1K
|
1.25K
$21.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
476+ 3.15% |
$8.32K - $8.81K
|
15.6K
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 4.11% |
$7.34K - $7.77K
|
10.6K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.42% |
$2.64K - $2.8K
|
36.2K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27+ 0.08% |
$472 - $500
|
35.3K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.19% |
$437 - $463
|
13.3K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-74- 0.14% |
$1.29K - $1.37K
|
51K
$898K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-111- 5.17% |
$1.94K - $2.05K
|
2.04K
$35.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 2.34% |
$4.77K - $5.05K
|
11.4K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-450- 2.64% |
$7.87K - $8.33K
|
16.6K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-481- 0.63% |
$8.41K - $8.9K
|
75.9K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 1.56% |
$17.6K - $18.7K
|
63.7K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 54.43% |
$18.6K - $19.7K
|
890
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 43.97% |
$22.4K - $23.7K
|
1.63K
$28.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.32K- 43.43% |
$75.5K - $80K
|
5.63K
$99.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.48K- 6.71% |
$131K - $138K
|
104K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.57K- 11.95% |
$150K - $159K
|
63.2K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.81K- 34.65% |
$154K - $163K
|
16.6K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.14K- 16.67% |
$160K - $169K
|
45.7K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 53.83% |
$243K - $258K
|
11.9K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 17.85% |
$277K - $293K
|
72.9K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.4K- 24.87% |
$303K - $321K
|
52.4K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.5K- 43.65% |
$446K - $472K
|
32.9K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.4K- 5.04% |
$531K - $563K
|
573K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-73K- 50.0% |
$1.28M - $1.35M
|
73K
$1.29M
|