Purchases and Sales Made in Q4 2022 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
619K+ 7.97% |
$10.2M - $11.1M
|
8.38M
$148M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
363KNew |
$5.95M - $6.5M
|
363K
$6.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
309K+ 702.8% |
$5.07M - $5.53M
|
353K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
136K+ 241.43% |
$2.24M - $2.44M
|
193K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
123K+ 293.54% |
$2.01M - $2.2M
|
164K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116K+ 113.11% |
$1.9M - $2.08M
|
219K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 12.81% |
$1.71M - $1.87M
|
921K
$16.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102K+ 28.08% |
$1.67M - $1.82M
|
465K
$8.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.6K+ 67.43% |
$1.08M - $1.17M
|
163K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.9KNew |
$884K - $966K
|
53.9K
$951K
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
53.1KNew |
$872K - $952K
|
53.1K
$937K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
24.6KNew |
$403K - $440K
|
24.6K
$433K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
16KNew |
$263K - $287K
|
16K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$203K - $222K
|
12.4K
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.3KNew |
$201K - $219K
|
12.3K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11KNew |
$180K - $197K
|
11K
$194K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.65K+ 1.05% |
$125K - $137K
|
736K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.63KNew |
$92.3K - $101K
|
5.63K
$99.3K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.63KNew |
$92.3K - $101K
|
5.63K
$99.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.69K+ 3.95% |
$76.9K - $83.9K
|
123K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$46.1K - $50.3K
|
2.81K
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.73K+ 20.92% |
$44.8K - $48.9K
|
15.8K
$278K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.52KNew |
$24.8K - $27.1K
|
1.52K
$26.7K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
610+ 2.03% |
$10K - $10.9K
|
30.7K
$541K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
259+ 2.08% |
$4.25K - $4.64K
|
12.7K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 6.67% |
$16.4 - $17.9
|
16
$282
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5- 0.01% |
$82 - $89.6
|
61.4K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-229- 12.59% |
$3.76K - $4.1K
|
1.59K
$28K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-766- 2.07% |
$12.6K - $13.7K
|
36.2K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 3.16% |
$16.4K - $17.9K
|
30.7K
$541K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 25.85% |
$19.6K - $21.4K
|
3.43K
$60.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 2.33% |
$20K - $21.8K
|
51.1K
$902K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.26K- 6.34% |
$20.6K - $22.5K
|
18.6K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 6.39% |
$21.8K - $23.8K
|
19.5K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.47K- 8.61% |
$24K - $26.2K
|
15.5K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.77K- 5.04% |
$29.1K - $31.7K
|
33.4K
$589K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.91K- 3.27% |
$31.4K - $34.3K
|
56.6K
$998K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.57K- 12.69% |
$42.1K - $45.9K
|
17.7K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 22.34% |
$48.3K - $52.7K
|
10.2K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.51K- 73.42% |
$57.6K - $62.9K
|
1.27K
$22.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 23.34% |
$63.4K - $69.2K
|
12.7K
$224K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.54K- 60.96% |
$74.4K - $81.2K
|
2.91K
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 3.93% |
$105K - $114K
|
156K
$2.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-8.43K- 18.65% |
$138K - $151K
|
36.8K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.6K- 6.52% |
$157K - $172K
|
138K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 49.64% |
$202K - $221K
|
12.5K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 52.14% |
$210K - $229K
|
11.8K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.7K- 26.51% |
$274K - $299K
|
46.3K
$816K
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-19.3K- 10.87% |
$317K - $346K
|
158K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-19.4K- 11.2% |
$318K - $347K
|
154K
$2.71M
|