Purchases and Sales Made in Q2 2024 in Columbia ETF Tr Ii Columbia In (INCO)
This table provides information about the institutional ownership of Columbia ETF Tr Ii Columbia In (INCO) during Q2 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR II COLUMBIA IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
162KNew |
$10.2M - $11.5M
|
162K
$10.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 716.96% |
$3.56M - $4.01M
|
64.4K
$4.16M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.1KNew |
$1.39M - $1.57M
|
22.1K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 4.54% |
$1.33M - $1.5M
|
487K
$31.5M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 4.54% |
$1.33M - $1.5M
|
487K
$31.5M
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
19.8KNew |
$1.25M - $1.41M
|
19.8K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.1K+ 97.4% |
$1.02M - $1.14M
|
32.7K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$1.01M - $1.14M
|
16K
$1.04M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 40.46% |
$952K - $1.07M
|
52.5K
$3.39M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15K+ 288.96% |
$947K - $1.07M
|
20.2K
$1.31M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.5K+ 77.14% |
$851K - $959K
|
31K
$2M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 291.88% |
$687K - $774K
|
14.6K
$946K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10.4K+ 37.98% |
$655K - $739K
|
37.8K
$2.44M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.55K+ 110.23% |
$350K - $394K
|
10.6K
$685K
|
|
Aug 13, 2024
Q2 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.5K+ 17.77% |
$347K - $391K
|
36.5K
$2.36M
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
5.47KNew |
$344K - $388K
|
5.47K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.88KNew |
$307K - $347K
|
4.88K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.53KNew |
$285K - $321K
|
4.53K
$293K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.03K+ 15.27% |
$254K - $286K
|
30.4K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.54KNew |
$223K - $252K
|
3.54K
$229K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.54K+ 8.83% |
$223K - $251K
|
43.6K
$2.82M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 17.17% |
$220K - $248K
|
23.8K
$1.54M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.49KNew |
$220K - $248K
|
3.49K
$225K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$218K - $245K
|
3.45K
$223K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.4KNew |
$214K - $241K
|
3.4K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.27KNew |
$206K - $232K
|
3.27K
$212K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.24KNew |
$204K - $230K
|
3.24K
$209K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$191K - $216K
|
3.04K
$197K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.92K+ 10.64% |
$184K - $207K
|
30.4K
$1.96M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.87KNew |
$181K - $204K
|
2.87K
$186K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 8.46% |
$171K - $193K
|
34.8K
$2.25M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.25KNew |
$78.6K - $88.5K
|
1.25K
$80.6K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
888New |
$56K - $63.1K
|
888
$57.4K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
876+ 4.45% |
$55.2K - $62.2K
|
20.5K
$1.33M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
572+ 7.62% |
$36K - $40.6K
|
8.08K
$522K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
539+ 8.93% |
$34K - $38.3K
|
6.57K
$425K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525+ 504.81% |
$33.1K - $37.3K
|
629
$40.7K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
476+ 6.05% |
$30K - $33.8K
|
8.35K
$540K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
381+ 32.29% |
$24K - $27.1K
|
1.56K
$101K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$18.9K - $21.3K
|
300
$19.4K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
233New |
$14.7K - $16.5K
|
233
$15.1K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
80New |
$5.04K - $5.68K
|
80
$5.17K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$2.84K - $3.2K
|
45
$2.91K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21+ 0.74% |
$1.32K - $1.49K
|
2.85K
$184K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-231- 0.28% |
$14.6K - $16.4K
|
81.4K
$5.27M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-519- 6.89% |
$32.7K - $36.9K
|
7.01K
$453K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-642- 5.12% |
$40.5K - $45.6K
|
11.9K
$770K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.18K- 11.33% |
$263K - $297K
|
32.7K
$2.11M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.8K- 86.32% |
$2.26M - $2.54M
|
5.68K
$367K
|