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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.88K+ 9.47% |
$60.6K - $61.8K
|
33.2K
$585K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2K+ 1.22% |
$42K - $42.9K
|
166K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54K+ 3.68% |
$32.4K - $33K
|
43.3K
$763K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.37K+ 4.05% |
$28.9K - $29.5K
|
35.3K
$622K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$21.1K - $21.5K
|
1K
$17.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
793+ 6.8% |
$16.7K - $17K
|
12.4K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
670New |
$14.1K - $14.4K
|
670
$11.8K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
550+ 2.42% |
$11.6K - $11.8K
|
23.3K
$410K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
447+ 29.74% |
$9.41K - $9.6K
|
1.95K
$34.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
431+ 2.41% |
$9.07K - $9.25K
|
18.3K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
425New |
$8.95K - $9.12K
|
425
$7.48K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
302+ 0.81% |
$6.36K - $6.48K
|
37.7K
$664K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126New |
$2.65K - $2.71K
|
126
$2.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
125+ 0.9% |
$2.63K - $2.68K
|
14K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
42New |
$884 - $902
|
42
$740
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 0.56% |
$274 - $279
|
2.33K
$41K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
10+ 0.61% |
$211 - $215
|
1.64K
$28.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3+ 0.02% |
$63.2 - $64.4
|
12.1K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-72- 0.72% |
$1.52K - $1.55K
|
9.98K
$176K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200- 4.28% |
$4.21K - $4.29K
|
4.48K
$78.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-508Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-794- 5.93% |
$16.7K - $17K
|
12.6K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.01K- 0.65% |
$21.2K - $21.6K
|
154K
$2.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 2.2% |
$24.2K - $24.7K
|
51.2K
$902K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.38K- 7.41% |
$29K - $29.6K
|
17.3K
$304K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-3.05K- 2.37% |
$64.3K - $65.6K
|
126K
$2.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.6KClosed |
$96.8K - $98.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.54K- 1.86% |
$159K - $162K
|
397K
$7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.39K- 26.56% |
$177K - $180K
|
23.2K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.44KClosed |
$199K - $203K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.3K- 66.11% |
$259K - $264K
|
6.3K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 41.24% |
$278K - $283K
|
18.8K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.3KClosed |
$511K - $521K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26.7KClosed |
$562K - $573K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-27.4K- 15.78% |
$578K - $589K
|
147K
$2.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.3K- 17.83% |
$618K - $630K
|
135K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41K- 49.7% |
$862K - $879K
|
41.5K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.3K- 3.99% |
$1.08M - $1.1M
|
1.23M
$21.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.5K- 2.98% |
$1.15M - $1.17M
|
1.78M
$31.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62.3KClosed |
$1.31M - $1.34M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.2K- 5.77% |
$1.63M - $1.66M
|
1.26M
$22.2M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-135K- 40.97% |
$2.84M - $2.89M
|
194K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-144K- 18.03% |
$3.03M - $3.09M
|
655K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-854K- 7.5% |
$18M - $18.3M
|
10.5M
$186M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-913K- 70.71% |
$19.2M - $19.6M
|
378K
$6.66M
|