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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.67% |
$5.27K - $5.82K
|
10.5K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-236- 3.18% |
$6.99K - $7.71K
|
7.19K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-398- 2.71% |
$11.8K - $13K
|
14.3K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-617- 72.16% |
$18.3K - $20.2K
|
238
$7.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.03K- 46.12% |
$30.6K - $33.7K
|
1.21K
$36.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.26K- 1.33% |
$37.4K - $41.2K
|
93.5K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.38K- 0.4% |
$40.9K - $45.1K
|
341K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 12.88% |
$51.9K - $57.3K
|
11.9K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.82K- 8.24% |
$53.8K - $59.4K
|
20.3K
$616K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.32K- 0.47% |
$68.8K - $75.9K
|
491K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.84K- 2.06% |
$83.9K - $92.7K
|
135K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.34K- 1.69% |
$158K - $175K
|
311K
$9.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.54K- 3.26% |
$164K - $181K
|
164K
$5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 7.41% |
$171K - $189K
|
72.2K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.22K- 5.37% |
$184K - $203K
|
110K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.78K- 31.37% |
$230K - $254K
|
17K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-8.11K- 11.96% |
$240K - $265K
|
59.7K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10K- 9.35% |
$297K - $327K
|
97.1K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 4.83% |
$321K - $355K
|
214K
$6.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 32.39% |
$389K - $429K
|
27.4K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.7K- 3.2% |
$436K - $481K
|
446K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.1K- 2.59% |
$448K - $494K
|
569K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 7.67% |
$481K - $531K
|
196K
$5.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19.4K- 16.55% |
$576K - $635K
|
98K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.3K- 53.84% |
$837K - $924K
|
24.2K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.6K- 38.43% |
$934K - $1.03M
|
50.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.1K- 5.29% |
$951K - $1.05M
|
576K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-36.3K- 5.42% |
$1.07M - $1.19M
|
633K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-63.3K- 39.89% |
$1.87M - $2.07M
|
95.4K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64.6K- 51.01% |
$1.91M - $2.11M
|
62.1K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-94.4K- 77.19% |
$2.79M - $3.08M
|
27.9K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-162K- 70.69% |
$4.81M - $5.31M
|
67.4K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-198K- 79.06% |
$5.88M - $6.48M
|
52.6K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-393K- 71.94% |
$11.6M - $12.8M
|
153K
$4.66M
|