Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.86KNew |
$634K - $754K
|
9.86K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.89KNew |
$250K - $297K
|
3.89K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.71KNew |
$238K - $283K
|
3.71K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 47.81% |
$177K - $210K
|
8.5K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.7K+ 8.32% |
$173K - $206K
|
35.1K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.47K+ 103.68% |
$94.2K - $112K
|
2.88K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
356New |
$22.9K - $27.2K
|
356
$22K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$19.3K - $22.9K
|
300
$18.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58+ 0.8% |
$3.73K - $4.43K
|
7.34K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14New |
$900 - $1.07K
|
14
$866
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 16.25% |
$836 - $994
|
93
$5.76K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.35% |
$771 - $917
|
3.43K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10New |
$643 - $765
|
10
$619
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$166K - $197K
|
227K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.71K- 7.65% |
$174K - $207K
|
32.8K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.56K- 12.7% |
$229K - $272K
|
24.5K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.58K- 28.12% |
$295K - $350K
|
11.7K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-12.2K- 33.47% |
$784K - $933K
|
24.3K
$1.5M
|