Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$8.1M - $9.03M
|
115K
$7.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
97.1KNew |
$6.81M - $7.59M
|
97.1K
$6.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91K+ 173.49% |
$6.39M - $7.12M
|
143K
$9.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.1K+ 115.01% |
$5.2M - $5.79M
|
138K
$9.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.3K+ 11.98% |
$4.09M - $4.56M
|
545K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22K+ 1760.79% |
$1.54M - $1.72M
|
23.2K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18.7K+ 94.3% |
$1.31M - $1.46M
|
38.5K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 46.69% |
$1.14M - $1.27M
|
51K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.05KNew |
$565K - $630K
|
8.05K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.28KNew |
$511K - $570K
|
7.28K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$484K - $540K
|
6.9K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.45KNew |
$453K - $504K
|
6.45K
$427K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.94K+ 26.83% |
$417K - $465K
|
28.1K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.73K+ 144.64% |
$332K - $370K
|
8.01K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.48K+ 55.43% |
$314K - $350K
|
12.6K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.03K+ 38.03% |
$283K - $315K
|
14.6K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 10.71% |
$246K - $274K
|
36.2K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.37K+ 48.07% |
$237K - $264K
|
10.4K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.34KNew |
$235K - $261K
|
3.34K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.18K+ 1366.09% |
$223K - $249K
|
3.42K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$217K - $242K
|
3.09K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.93KNew |
$206K - $229K
|
2.93K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89KNew |
$203K - $226K
|
2.89K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.78KNew |
$195K - $217K
|
2.78K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.53K+ 17.26% |
$177K - $198K
|
17.2K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.04K+ 6.72% |
$143K - $160K
|
32.4K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$140K - $157K
|
2K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.61K+ 5.31% |
$113K - $126K
|
32K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.3KNew |
$91.3K - $102K
|
1.3K
$86.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.14K+ 32.64% |
$79.9K - $89K
|
4.62K
$306K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
785+ 124.8% |
$55.1K - $61.4K
|
1.41K
$93.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
772+ 22.36% |
$54.2K - $60.4K
|
4.23K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
705+ 21.77% |
$49.5K - $55.2K
|
3.94K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
705+ 12.9% |
$49.5K - $55.2K
|
6.17K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
684+ 5.75% |
$48K - $53.5K
|
12.6K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
586+ 12.01% |
$41.1K - $45.9K
|
5.47K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
455+ 15.83% |
$31.9K - $35.6K
|
3.33K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
446+ 77.97% |
$31.3K - $34.9K
|
1.02K
$67.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200+ 22.52% |
$14K - $15.7K
|
1.09K
$72.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 0.25% |
$14K - $15.7K
|
81.6K
$5.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 1.98% |
$11.6K - $12.9K
|
8.51K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139New |
$9.76K - $10.9K
|
139
$9.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
130New |
$9.13K - $10.2K
|
130
$8.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
118New |
$8.28K - $9.23K
|
118
$7.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
75+ 4.8% |
$5.27K - $5.87K
|
1.64K
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.19K - $1.33K
|
17
$1.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16New |
$1.12K - $1.25K
|
16
$1.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14+ 34.15% |
$983 - $1.1K
|
55
$3.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$491 - $548
|
7
$464
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|