Purchases and Sales Made in Q4 2021 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14MNew |
$24.1M - $24.5M
|
1.14M
$20.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
1.03MNew |
$21.6M - $22M
|
1.03M
$18.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
882KNew |
$18.6M - $18.9M
|
882K
$15.6M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
771KNew |
$16.2M - $16.5M
|
771K
$13.6M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
522K+ 1186.32% |
$11M - $11.2M
|
566K
$9.98M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
458K+ 7.82% |
$9.63M - $9.83M
|
6.31M
$111M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
404K+ 62.17% |
$8.51M - $8.68M
|
1.05M
$18.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
289K+ 1927.06% |
$6.09M - $6.21M
|
304K
$5.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
160K+ 5.05% |
$3.38M - $3.44M
|
3.34M
$58.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144KNew |
$3.03M - $3.09M
|
144K
$2.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
141KNew |
$2.97M - $3.03M
|
141K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
84.8KNew |
$1.79M - $1.82M
|
84.8K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
77.2KNew |
$1.62M - $1.66M
|
77.2K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.2K+ 76.91% |
$1.33M - $1.36M
|
145K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
58.2K+ 15.29% |
$1.23M - $1.25M
|
439K
$7.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
56.8KNew |
$1.2M - $1.22M
|
56.8K
$1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.5KNew |
$1.17M - $1.19M
|
55.5K
$979K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.9KNew |
$1.14M - $1.16M
|
53.9K
$951K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
49.4KNew |
$1.04M - $1.06M
|
49.4K
$872K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.6K+ 32.78% |
$1M - $1.02M
|
193K
$3.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.8K+ 16.1% |
$858K - $876K
|
294K
$5.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.6K+ 6.32% |
$455K - $465K
|
364K
$6.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
21.6KNew |
$455K - $464K
|
21.6K
$382K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.2KNew |
$426K - $435K
|
20.2K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
12.7KNew |
$268K - $273K
|
12.7K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
12.3KNew |
$260K - $265K
|
12.3K
$218K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
10.8KNew |
$228K - $232K
|
10.8K
$191K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6K+ 35.94% |
$223K - $227K
|
40.1K
$707K
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$218K - $222K
|
10.4K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 41.56% |
$215K - $219K
|
34.8K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$214K - $218K
|
10.2K
$179K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10.1K+ 6.65% |
$213K - $217K
|
162K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.86K+ 12.35% |
$208K - $212K
|
89.8K
$1.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.57K+ 32.07% |
$159K - $163K
|
31.2K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.01K+ 2.32% |
$148K - $150K
|
309K
$5.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.19K+ 9.15% |
$130K - $133K
|
73.9K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.19K+ 7.88% |
$130K - $133K
|
84.7K
$1.49M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.11K+ 37.21% |
$129K - $131K
|
22.5K
$397K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
6.06K+ 9.7% |
$128K - $130K
|
68.5K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.8K+ 8.52% |
$122K - $125K
|
73.9K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.39K+ 12.55% |
$114K - $116K
|
48.4K
$853K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.17K+ 4.29% |
$109K - $111K
|
126K
$2.22M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.8KNew |
$101K - $103K
|
4.8K
$84.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.63K+ 5.58% |
$97.5K - $99.5K
|
87.7K
$1.55M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
4.52K+ 2.65% |
$95.1K - $97K
|
175K
$3.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4.38K+ 0.39% |
$92.2K - $94K
|
1.13M
$19.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.37K+ 43.48% |
$92K - $93.8K
|
14.4K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.27K+ 6.72% |
$90K - $91.8K
|
67.9K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43K+ 5.6% |
$72.1K - $73.6K
|
64.6K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.24K+ 3.93% |
$68.1K - $69.5K
|
85.5K
$1.51M
|