Purchases and Sales Made in Q4 2023 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q4 2023. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.97K- 10.7% |
$104K - $120K
|
33.2K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.97K- 9.71% |
$104K - $120K
|
36.9K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.57K- 10.54% |
$120K - $139K
|
38.8K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.38K- 9.65% |
$141K - $163K
|
50.3K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.57K- 24.18% |
$172K - $199K
|
20.6K
$609K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.68K- 1.12% |
$201K - $233K
|
679K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 26.9% |
$269K - $311K
|
27.9K
$825K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.1K- 41.02% |
$370K - $429K
|
20.3K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.5K- 10.7% |
$378K - $438K
|
121K
$3.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-22.1K- 19.1% |
$579K - $670K
|
93.6K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 12.54% |
$922K - $1.07M
|
246K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38.8K- 48.93% |
$1.02M - $1.18M
|
40.5K
$1.2M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.6K- 17.27% |
$1.43M - $1.65M
|
261K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-83.1K- 87.86% |
$2.18M - $2.52M
|
11.5K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-180K- 64.19% |
$4.71M - $5.46M
|
100K
$2.97M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.35M- 30.78% |
$35.4M - $40.9M
|
3.04M
$89.8M
|