Purchases and Sales Made in Q4 2023 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 36.11% |
$4.31M - $4.78M
|
993K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
229K+ 37.93% |
$3.75M - $4.16M
|
834K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
161K+ 2.05% |
$2.63M - $2.91M
|
8M
$141M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
154KNew |
$2.52M - $2.79M
|
154K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
79.7K+ 15.66% |
$1.3M - $1.45M
|
589K
$10.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.9K+ 8.63% |
$1.29M - $1.43M
|
993K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.6KNew |
$1.15M - $1.28M
|
70.6K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
55.3K+ 313.57% |
$905K - $1M
|
73K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.8K+ 305.25% |
$717K - $795K
|
58.2K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
43.6K+ 73.18% |
$714K - $792K
|
103K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.4K+ 8.48% |
$660K - $732K
|
516K
$9.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
38.8KNew |
$635K - $704K
|
38.8K
$683K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
25K+ 6.28% |
$410K - $454K
|
424K
$7.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.1K+ 32.15% |
$279K - $310K
|
70.2K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
17KNew |
$278K - $309K
|
17K
$300K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$251K - $279K
|
15.4K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1KNew |
$215K - $238K
|
13.1K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$194K - $215K
|
11.9K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.48KNew |
$155K - $172K
|
9.48K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.25K+ 29.72% |
$85.9K - $95.2K
|
22.9K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.83K+ 7.84% |
$79.1K - $87.7K
|
66.5K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4K+ 169.2% |
$65.4K - $72.6K
|
6.36K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.29K+ 4.74% |
$37.5K - $41.6K
|
50.7K
$893K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 2.04% |
$31.6K - $35.1K
|
96.5K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.46K+ 10.72% |
$23.9K - $26.5K
|
15.1K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
778New |
$12.7K - $14.1K
|
778
$13.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
622+ 3.47% |
$10.2K - $11.3K
|
18.6K
$327K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78+ 0.69% |
$1.28K - $1.41K
|
11.5K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$32.7 - $36.3
|
2
$35.2
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67- 88.16% |
$1.1K - $1.22K
|
9
$158
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-344- 2.96% |
$5.63K - $6.24K
|
11.3K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-857- 5.21% |
$14K - $15.5K
|
15.6K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-908- 11.09% |
$14.9K - $16.5K
|
7.28K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-989- 7.03% |
$16.2K - $17.9K
|
13.1K
$230K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 2.96% |
$16.4K - $18.1K
|
32.8K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 5.77% |
$18.8K - $20.9K
|
18.8K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 9.25% |
$24.3K - $27K
|
14.6K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.76K- 58.87% |
$45.1K - $50K
|
1.93K
$33.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.13K- 6.41% |
$51.3K - $56.8K
|
45.8K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.27K- 89.77% |
$86.2K - $95.5K
|
600
$10.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-9.51K- 37.05% |
$156K - $173K
|
16.2K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11.6K- 6.12% |
$190K - $211K
|
178K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.7K- 9.92% |
$192K - $213K
|
107K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.4K- 1.79% |
$220K - $244K
|
738K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.6K- 11.6% |
$255K - $283K
|
119K
$2.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 27.93% |
$290K - $321K
|
45.7K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-32.3K- 28.96% |
$528K - $586K
|
79.2K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 25.71% |
$563K - $625K
|
99.5K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74K- 78.29% |
$1.21M - $1.34M
|
20.5K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.9K- 49.8% |
$1.45M - $1.61M
|
89.6K
$1.58M
|