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 |
---|---|---|---|---|---|---|---|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
273KNew |
$4.78M - $4.92M
|
273K
$4.82M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.3KNew |
$1.7M - $1.75M
|
97.3K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 2.16% |
$375K - $386K
|
1.01M
$17.9M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.75K+ 11.99% |
$48.1K - $49.5K
|
25.7K
$453K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 22.36% |
$57.1K - $58.7K
|
11.3K
$200K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
311K+ 3.88% |
$5.44M - $5.6M
|
8.32M
$147M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 5.67% |
$2.29K - $2.36K
|
2.18K
$38.5K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.5K+ 4.14% |
$605K - $622K
|
869K
$15.3M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 15.64% |
$273K - $280K
|
115K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 141.98% |
$510K - $524K
|
49.6K
$875K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-32- 3.38% |
$560 - $576
|
916
$16.2K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.9K+ 8.51% |
$769K - $791K
|
560K
$9.88M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.9K- 75.52% |
$769K - $791K
|
14.2K
$251K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3K- 18.78% |
$391K - $402K
|
96.6K
$1.7M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.42% |
$876 - $901
|
12.1K
$213K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.37K- 60.08% |
$76.6K - $78.8K
|
2.91K
$51.3K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.82K+ 53.53% |
$137K - $141K
|
22.4K
$396K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-43.5K- 54.96% |
$763K - $784K
|
35.7K
$630K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$1.69M - $1.74M
|
96.5K
$1.7M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 5.39% |
$91K - $93.6K
|
102K
$1.79M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.62K- 11.05% |
$63.4K - $65.2K
|
29.2K
$514K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66New |
$1.16K - $1.19K
|
66
$1.16K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
486K+ 470.8% |
$8.51M - $8.76M
|
590K
$10.4M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127+ 0.97% |
$2.22K - $2.29K
|
13.3K
$234K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 14.98% |
$1.93M - $1.99M
|
627K
$11.1M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 10.05% |
$32.7K - $33.6K
|
16.7K
$295K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
432+ 0.85% |
$7.56K - $7.78K
|
51.2K
$903K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 349.26% |
$8.53M - $8.77M
|
627K
$11.1M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.74K- 7.07% |
$118K - $121K
|
88.6K
$1.56M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36K+ 92855.56% |
$146K - $151K
|
8.37K
$148K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.12K- 10.18% |
$160K - $164K
|
80.5K
$1.42M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-51.6K- 48.37% |
$903K - $929K
|
55.1K
$972K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-56.6K- 31.73% |
$991K - $1.02M
|
122K
$2.15M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
309K+ 52.51% |
$5.42M - $5.57M
|
898K
$15.8M
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.66K+ 3.68% |
$99.2K - $102K
|
160K
$2.82M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$123 - $126
|
11.5K
$202K
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.5K+ 3.28% |
$26.3K - $27K
|
47.3K
$834K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-318- 2.04% |
$5.57K - $5.73K
|
15.3K
$269K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51.2K- 77.02% |
$897K - $922K
|
15.3K
$270K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.29K- 6.33% |
$75.1K - $77.3K
|
63.5K
$1.12M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 1.76% |
$595 - $612
|
1.96K
$34.6K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25.3K+ 65.33% |
$444K - $456K
|
64.1K
$1.13M
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.86K- 11.5% |
$32.5K - $33.5K
|
14.3K
$252K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-941- 5.01% |
$16.5K - $16.9K
|
17.9K
$315K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.13K- 23.95% |
$54.9K - $56.4K
|
9.95K
$176K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 0.66% |
$1.75K - $1.8K
|
15K
$264K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.74K- 3.81% |
$30.4K - $31.3K
|
43.9K
$775K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.36K- 6.21% |
$76.3K - $78.5K
|
65.8K
$1.16M
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15.9KNew |
$279K - $287K
|
15.9K
$281K
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
18.4K+ 4.34% |
$322K - $331K
|
442K
$7.8M
|