Purchases and Sales Made in Q4 2023 in Columbia ETF Tr Isustainable U (ESGS)
This table provides information about the institutional ownership of Columbia ETF Tr Isustainable U (ESGS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13KNew |
$469K - $531K
|
13K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 16.13% |
$422K - $478K
|
84.4K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 15.25% |
$391K - $442K
|
81.9K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.65K+ 32.8% |
$348K - $394K
|
39.1K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.41KNew |
$339K - $384K
|
9.41K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.55KNew |
$272K - $308K
|
7.55K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.85KNew |
$247K - $280K
|
6.85K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
6.15K+ 27.25% |
$222K - $251K
|
28.7K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.14K+ 141.41% |
$221K - $251K
|
10.5K
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.14K+ 112.68% |
$221K - $251K
|
11.6K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5.19KNew |
$187K - $212K
|
5.19K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.73K+ 5.87% |
$62.5K - $70.7K
|
31.2K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300+ 42.86% |
$10.8K - $12.2K
|
1K
$46.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
251New |
$9.05K - $10.2K
|
251
$11.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
54+ 7.19% |
$1.95K - $2.2K
|
805
$37.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$36 - $40.8
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-330- 24.98% |
$11.9K - $13.5K
|
991
$45.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-990- 6.3% |
$35.7K - $40.4K
|
14.7K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.98K- 61.62% |
$71.4K - $80.8K
|
1.23K
$56.9K
|