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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.8KNew |
$213K - $219K
|
11.8K
$217K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15New |
$270 - $278
|
15
$275
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.39KNew |
$25.1K - $25.8K
|
1.39K
$25.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.83KNew |
$141K - $145K
|
7.83K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
805K+ 13.85% |
$14.5M - $14.9M
|
6.62M
$121M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168+ 0.32% |
$3.02K - $3.11K
|
53.3K
$976K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-3.3K- 28.45% |
$59.3K - $61.1K
|
8.3K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.4K- 11.85% |
$25.2K - $25.9K
|
10.4K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.2K- 2.94% |
$488K - $503K
|
898K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 1.98% |
$325K - $335K
|
898K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.8K- 33.91% |
$517K - $532K
|
56.1K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.8KNew |
$194K - $199K
|
10.8K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.27K- 4.95% |
$40.7K - $41.9K
|
43.5K
$797K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.29K- 5.51% |
$59.2K - $61K
|
56.4K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.6K- 71.4% |
$460K - $474K
|
10.3K
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.57K+ 0.76% |
$82.1K - $84.6K
|
608K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
417K+ 34.33% |
$7.5M - $7.72M
|
1.63M
$29.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215+ 0.9% |
$3.86K - $3.98K
|
24.1K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.9K+ 7.05% |
$1.47M - $1.52M
|
1.24M
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2KNew |
$345K - $355K
|
19.2K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$212K - $218K
|
11.8K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.6K- 61.41% |
$407K - $419K
|
14.2K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
315KNew |
$5.67M - $5.84M
|
315K
$5.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.82K- 5.34% |
$32.8K - $33.8K
|
32.4K
$593K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.58K- 19.66% |
$46.4K - $47.8K
|
10.5K
$193K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.28K- 27.97% |
$23K - $23.7K
|
3.29K
$60.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.5K- 87.3% |
$1.72M - $1.77M
|
13.9K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.75K- 11.59% |
$121K - $125K
|
51.5K
$944K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.34K+ 4.72% |
$60K - $61.8K
|
74.1K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.72K+ 3.48% |
$30.9K - $31.9K
|
51.2K
$938K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.57K+ 5.42% |
$28.2K - $29K
|
30.5K
$559K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
105+ 5.9% |
$1.89K - $1.94K
|
1.89K
$34.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-169- 48.29% |
$3.04K - $3.13K
|
181
$3.32K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
910+ 5.73% |
$16.4K - $16.8K
|
16.8K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-532- 3.5% |
$9.56K - $9.85K
|
14.7K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.1K- 61.7% |
$738K - $761K
|
25.5K
$467K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.6K- 4.44% |
$28.7K - $29.6K
|
34.4K
$629K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
305KNew |
$5.47M - $5.64M
|
305K
$5.58M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 1.52% |
$45.6K - $47.6K
|
175K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.38K+ 4.29% |
$41.4K - $43.3K
|
57.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28+ 0.2% |
$488 - $510
|
13.8K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$640K - $669K
|
36.7K
$673K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 2.11% |
$2.07K - $2.17K
|
5.75K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$43.6K - $45.5K
|
2.5K
$45.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
842+ 13.93% |
$14.7K - $15.3K
|
6.89K
$126K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$17.4 - $18.2
|
11.8K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-655- 4.14% |
$11.4K - $11.9K
|
15.2K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$60.8K - $63.5K
|
3.49K
$63.9K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63New |
$1.1K - $1.15K
|
63
$1.15K
|
|