Purchases and Sales Made in Q4 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q4 2024. 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 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.5K+ 5.34% |
$133K - $147K
|
88.7K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.74K+ 52.15% |
$111K - $122K
|
10.9K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.5K+ 4.44% |
$103K - $114K
|
82.2K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.01K+ 1.95% |
$89.2K - $98.4K
|
158K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.98K+ 21.2% |
$88.3K - $97.5K
|
17.1K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.73K+ 2.88% |
$80.7K - $89.1K
|
97.5K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.28K+ 46.81% |
$67.4K - $74.4K
|
7.14K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 5.0% |
$66.4K - $73.3K
|
47.1K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.79K+ 8.18% |
$53.1K - $58.6K
|
23.7K
$718K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75K+ 4.78% |
$51.9K - $57.3K
|
38.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.69K+ 9.72% |
$49.9K - $55.1K
|
19K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.58K+ 7.75% |
$46.6K - $51.5K
|
21.9K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.51K+ 14.55% |
$44.6K - $49.2K
|
11.9K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.37K+ 0.3% |
$40.6K - $44.8K
|
465K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.31K+ 13.26% |
$38.9K - $42.9K
|
11.2K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 25.27% |
$38.3K - $42.3K
|
6.41K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 1.13% |
$38K - $41.9K
|
115K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.13K+ 5.08% |
$33.3K - $36.8K
|
23.3K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.09KNew |
$32.2K - $35.5K
|
1.09K
$32.9K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.07K+ 9.05% |
$31.7K - $35K
|
12.9K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
950New |
$28.1K - $31K
|
950
$28.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
865+ 2.36% |
$25.6K - $28.3K
|
37.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
816New |
$24.2K - $26.7K
|
816
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
760+ 2.29% |
$22.5K - $24.8K
|
33.9K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
594+ 0.24% |
$17.6K - $19.4K
|
251K
$7.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
564New |
$16.7K - $18.4K
|
564
$17.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
402+ 1.04% |
$11.9K - $13.1K
|
39.1K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
292+ 1.6% |
$8.64K - $9.54K
|
18.6K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
200+ 1.14% |
$5.92K - $6.53K
|
17.7K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
108+ 0.4% |
$3.2K - $3.53K
|
27.2K
$823K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 4.71% |
$2.96K - $3.27K
|
2.22K
$67.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85New |
$2.52K - $2.78K
|
85
$2.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
37+ 2.69% |
$1.1K - $1.21K
|
1.41K
$42.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
37New |
$1.1K - $1.21K
|
37
$1.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
34+ 0.18% |
$1.01K - $1.11K
|
18.9K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.76% |
$1.01K - $1.11K
|
1.26K
$38.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 2.75% |
$740 - $817
|
933
$28.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$148 - $163
|
23.4K
$709K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.69% |
$88.8 - $98
|
436
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 16.6% |
$3.7K - $4.08K
|
628
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.67% |
$5.27K - $5.82K
|
10.5K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-236- 3.18% |
$6.99K - $7.71K
|
7.19K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-398- 2.71% |
$11.8K - $13K
|
14.3K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-617- 72.16% |
$18.3K - $20.2K
|
238
$7.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.03K- 46.12% |
$30.6K - $33.7K
|
1.21K
$36.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.26K- 1.33% |
$37.4K - $41.2K
|
93.5K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.38K- 0.4% |
$40.9K - $45.1K
|
341K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 12.88% |
$51.9K - $57.3K
|
11.9K
$359K
|