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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
182K+ 19.62% |
$3.19M - $3.37M
|
1.11M
$20M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-111- 5.17% |
$1.94K - $2.05K
|
2.04K
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
20.6K+ 3.47% |
$360K - $381K
|
613K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$287K - $304K
|
16.4K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 43.97% |
$22.4K - $23.7K
|
1.63K
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
548K+ 9.18% |
$9.58M - $10.1M
|
6.52M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.19% |
$437 - $463
|
13.3K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
319K+ 40.03% |
$5.58M - $5.91M
|
1.12M
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.5K+ 8.81% |
$1.41M - $1.49M
|
995K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 41.55% |
$837K - $887K
|
163K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.5K- 43.65% |
$446K - $472K
|
32.9K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.03K+ 14.79% |
$158K - $167K
|
70.1K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-73K- 50.0% |
$1.28M - $1.35M
|
73K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 53.83% |
$243K - $258K
|
11.9K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.4K- 5.04% |
$531K - $563K
|
573K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-481- 0.63% |
$8.41K - $8.9K
|
75.9K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 17.85% |
$277K - $293K
|
72.9K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.14K- 16.67% |
$160K - $169K
|
45.7K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25KNew |
$21.8K - $23.1K
|
1.25K
$22.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-74- 0.14% |
$1.29K - $1.37K
|
51K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.57K- 11.95% |
$150K - $159K
|
63.2K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 1.81% |
$213K - $226K
|
685K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.81K- 34.65% |
$154K - $163K
|
16.6K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 721.55% |
$3.47M - $3.67M
|
226K
$4.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27+ 0.08% |
$472 - $500
|
35.3K
$635K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12KNew |
$210K - $222K
|
12K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.48K- 6.71% |
$131K - $138K
|
104K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.4K- 24.87% |
$303K - $321K
|
52.4K
$943K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 2.34% |
$4.77K - $5.05K
|
11.4K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 4.11% |
$7.34K - $7.77K
|
10.6K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 54.43% |
$18.6K - $19.7K
|
890
$16K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
476+ 3.15% |
$8.32K - $8.81K
|
15.6K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.4K+ 7.52% |
$374K - $396K
|
306K
$5.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-450- 2.64% |
$7.87K - $8.33K
|
16.6K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.42% |
$2.64K - $2.8K
|
36.2K
$652K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 1.56% |
$17.6K - $18.7K
|
63.7K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.32K- 43.43% |
$75.5K - $80K
|
5.63K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.91K+ 36.3% |
$103K - $109K
|
22.2K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.4K+ 5.0% |
$42K - $44.5K
|
50.5K
$908K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22.6KNew |
$395K - $418K
|
22.6K
$406K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
14.4K+ 2.86% |
$252K - $266K
|
517K
$9.3M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6KNew |
$423K - $437K
|
24.6K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 18.2% |
$1.75M - $1.81M
|
458K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.45K- 98.28% |
$42.2K - $43.6K
|
43
$773
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$174K - $179K
|
10.1K
$181K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 0.26% |
$534 - $551
|
12K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.7KNew |
$287K - $297K
|
16.7K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.22K- 18.81% |
$72.6K - $75.1K
|
18.2K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
900+ 6.01% |
$15.5K - $16K
|
15.9K
$286K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 17.0% |
$193K - $199K
|
54.6K
$983K
|
|