Purchases and Sales Made in Q1 2023 in Columbia ETF Tr Isustainable U (ESGS)
This table provides information about the institutional ownership of Columbia ETF Tr Isustainable U (ESGS) during Q1 2023. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR ISUSTAINABLE U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.9KNew |
$3.31M - $3.62M
|
91.9K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22K+ 68.22% |
$794K - $869K
|
54.4K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 55.01% |
$591K - $647K
|
46.3K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
10.9K+ 6.18% |
$391K - $428K
|
187K
$8.61M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04KNew |
$326K - $356K
|
9.04K
$417K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$40.1K - $43.9K
|
1.11K
$51.4K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
315+ 1.04% |
$11.3K - $12.4K
|
30.7K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
238+ 5.83% |
$8.57K - $9.38K
|
4.32K
$199K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
238+ 4.59% |
$8.57K - $9.38K
|
5.43K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31+ 1.12% |
$1.12K - $1.22K
|
2.8K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-41- 6.09% |
$1.48K - $1.62K
|
632
$29.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-932- 30.53% |
$33.6K - $36.7K
|
2.12K
$97.9K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.26K- 2.9% |
$81.2K - $88.9K
|
75.4K
$3.48M
|