Latest Institutional Transactions on Columbia ETF Tr I Diversified (DIAL)
This table provides information on the latest institutional transactions involving Columbia ETF Tr I Diversified (DIAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.59K+ 0.28% |
$45.1K - $47.1K
|
917K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.56K+ 1.27% |
$132K - $138K
|
604K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 11.27% |
$26.1K - $27.3K
|
11.8K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
764K+ 169.17% |
$13.3M - $13.9M
|
1.22M
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 2.2% |
$2.28M - $2.39M
|
5.81M
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$640K - $669K
|
36.7K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28+ 0.2% |
$488 - $510
|
13.8K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.3K- 2.46% |
$406K - $424K
|
925K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 1.52% |
$45.6K - $47.6K
|
175K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.38K+ 4.29% |
$41.4K - $43.3K
|
57.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.8K- 73.19% |
$1.71M - $1.78M
|
35.8K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06K+ 2.37% |
$18.5K - $19.3K
|
45.8K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.1K+ 43.47% |
$316K - $330K
|
59.7K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.36K+ 15.25% |
$163K - $170K
|
70.8K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 44.16% |
$443K - $463K
|
83K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-130- 0.22% |
$2.27K - $2.37K
|
58.3K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 2.11% |
$2.07K - $2.17K
|
5.75K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 9.89% |
$1.82M - $1.9M
|
1.16M
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$43.6K - $45.5K
|
2.5K
$45.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11.7K- 25.42% |
$203K - $212K
|
34.2K
$621K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 3.55% |
$50.7K - $52.9K
|
84.8K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.34K- 8.3% |
$58.1K - $60.7K
|
36.8K
$670K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.48K- 10.1% |
$130K - $136K
|
66.6K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
490+ 3.18% |
$8.54K - $8.92K
|
15.9K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.92K- 29.59% |
$33.5K - $35K
|
4.57K
$83.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 5.75% |
$22.7K - $23.7K
|
23.9K
$435K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-752- 29.69% |
$13.1K - $13.7K
|
1.78K
$32.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99+ 0.09% |
$1.73K - $1.8K
|
109K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.5K- 11.45% |
$26.1K - $27.3K
|
11.6K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
842+ 13.93% |
$14.7K - $15.3K
|
6.89K
$125K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$17.4 - $18.2
|
11.8K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-655- 4.14% |
$11.4K - $11.9K
|
15.2K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 6.98% |
$19.9K - $20.8K
|
15.2K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$60.8K - $63.5K
|
3.49K
$63.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.7K+ 27.66% |
$187K - $195K
|
49.5K
$900K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-9.2K- 24.13% |
$160K - $168K
|
28.9K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63New |
$1.1K - $1.15K
|
63
$1.15K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.6KNew |
$202K - $209K
|
11.6K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$250K - $258K
|
14.4K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213K- 94.19% |
$3.69M - $3.82M
|
13.1K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4KNew |
$69.4K - $71.8K
|
4K
$72.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14K- 28.0% |
$243K - $251K
|
36K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.6KNew |
$184K - $190K
|
10.6K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-526K- 96.39% |
$9.14M - $9.45M
|
19.7K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194+ 28.91% |
$3.37K - $3.48K
|
865
$15.7K
|
|
| Q4 2024 | |||||||
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
350New |
$6.13K - $6.46K
|
350
$6.36K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15.4KNew |
$270K - $284K
|
15.4K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 67.82% |
$39.2K - $41.3K
|
1.06K
$19.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-295- 2.45% |
$5.17K - $5.44K
|
11.7K
$213K
|
|