Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
64KNew |
$3.35M - $3.82M
|
64K
$4.16M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.4K+ 294.48% |
$2.75M - $3.13M
|
70.2K
$4.56M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16KNew |
$837K - $955K
|
16K
$1.04M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.6KNew |
$659K - $751K
|
12.6K
$817K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 63.59% |
$339K - $386K
|
16.7K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.51K+ 35.94% |
$289K - $329K
|
20.9K
$1.35M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.88KNew |
$256K - $291K
|
4.88K
$317K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78KNew |
$198K - $225K
|
3.78K
$245K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69KNew |
$193K - $220K
|
3.69K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.23K+ 292.78% |
$117K - $133K
|
2.99K
$194K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 15.69% |
$114K - $130K
|
16.1K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 293.98% |
$89.4K - $102K
|
2.29K
$149K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
141+ 0.49% |
$7.38K - $8.42K
|
29.1K
$1.89M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104New |
$5.45K - $6.21K
|
104
$6.75K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.83K - $3.22K
|
54
$3.51K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-20- 1.78% |
$1.05K - $1.19K
|
1.1K
$71.6K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110- 4.02% |
$5.76K - $6.57K
|
2.62K
$170K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-284Closed |
$14.9K - $17K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.23K- 58.82% |
$64.4K - $73.4K
|
861
$55.9K
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.49K- 25.73% |
$130K - $149K
|
7.18K
$466K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 3.49% |
$157K - $179K
|
82.9K
$5.38M
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-7.4K- 1.96% |
$387K - $441K
|
371K
$24.1M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19.3K- 27.26% |
$1.01M - $1.15M
|
51.5K
$3.34M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 6.04% |
$1.21M - $1.38M
|
359K
$23.3M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.4K- 94.67% |
$4.42M - $5.04M
|
4.75K
$309K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-128K- 26.34% |
$6.72M - $7.66M
|
359K
$23.3M
|