Purchases and Sales Made in Q1 2025 in Columbia Banking System, Inc. (COLB)
This table provides information about the institutional ownership of Columbia Banking System, Inc. (COLB) during Q1 2025. The information is specifically focused on institutions that hold shares of COLUMBIA BANKING SYSTEM, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
438+ 0.62% |
$10.5K - $12.6K
|
71.3K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
433New |
$10.3K - $12.5K
|
433
$10.5K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
357+ 11.99% |
$8.53K - $10.3K
|
3.33K
$81.2K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
347+ 34.77% |
$8.29K - $10K
|
1.35K
$32.8K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
322New |
$7.69K - $9.29K
|
322
$7.84K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
314New |
$7.5K - $9.06K
|
314
$7.65K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 5.05% |
$7.17K - $8.65K
|
6.24K
$152K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259+ 13.72% |
$6.19K - $7.47K
|
2.15K
$52.3K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 716.67% |
$6.16K - $7.44K
|
294
$7.16K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
257+ 0.1% |
$6.14K - $7.41K
|
255K
$6.21M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
234+ 2.61% |
$5.59K - $6.75K
|
9.2K
$224K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
233New |
$5.57K - $6.72K
|
233
$5.67K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
203New |
$4.85K - $5.85K
|
203
$4.94K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
203+ 1.45% |
$4.85K - $5.85K
|
14.2K
$346K
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
199+ 0.28% |
$4.75K - $5.74K
|
71.5K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
157New |
$3.75K - $4.53K
|
157
$3.82K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
151New |
$3.61K - $4.35K
|
151
$3.68K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
134+ 0.79% |
$3.2K - $3.86K
|
17K
$415K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
127+ 2.96% |
$3.03K - $3.66K
|
4.42K
$108K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
117+ 2.42% |
$2.8K - $3.37K
|
4.95K
$120K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
114+ 1.34% |
$2.72K - $3.29K
|
8.6K
$209K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
106+ 61.63% |
$2.53K - $3.06K
|
278
$6.77K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
106New |
$2.53K - $3.06K
|
106
$2.58K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
105+ 2.21% |
$2.51K - $3.03K
|
4.85K
$118K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
101+ 85.59% |
$2.41K - $2.91K
|
219
$5.33K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$2.15K - $2.6K
|
90
$2.19K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
82New |
$1.96K - $2.36K
|
82
$2K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74+ 87.06% |
$1.77K - $2.13K
|
159
$3.87K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
72New |
$1.72K - $2.08K
|
72
$1.75K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70New |
$1.67K - $2.02K
|
70
$1.7K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
66+ 3.61% |
$1.58K - $1.9K
|
1.89K
$46.1K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
66+ 129.41% |
$1.58K - $1.9K
|
117
$2.85K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
60New |
$1.43K - $1.73K
|
60
$1.46K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
54+ 0.4% |
$1.29K - $1.56K
|
13.7K
$333K
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53+ 32.52% |
$1.27K - $1.53K
|
216
$5.26K
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
34New |
$812 - $981
|
34
$828
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 2800.0% |
$669 - $808
|
29
$706
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.05% |
$526 - $634
|
46.6K
$1.13M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 0.16% |
$478 - $577
|
12.9K
$313K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16New |
$382 - $461
|
16
$390
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$358 - $433
|
15
$365
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 155.56% |
$334 - $404
|
23
$560
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14New |
$334 - $404
|
14
$341
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 1.01% |
$287 - $346
|
1.21K
$29.4K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$239 - $288
|
10
$244
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 200.0% |
$239 - $288
|
15
$365
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
10New |
$239 - $288
|
10
$244
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8New |
$191 - $231
|
8
$195
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
8+ 0.09% |
$191 - $231
|
8.81K
$214K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 25.0% |
$191 - $231
|
40
$974
|