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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.86K- 13.03% |
$32.1K - $33.1K
|
12.4K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
384New |
$6.61K - $6.83K
|
384
$6.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
496New |
$8.54K - $8.82K
|
496
$8.92K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-32- 3.38% |
$560 - $576
|
916
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 5.67% |
$2.29K - $2.36K
|
2.18K
$39.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3K- 18.78% |
$391K - $402K
|
96.6K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.9K- 75.52% |
$769K - $791K
|
14.2K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$1.69M - $1.74M
|
96.5K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66New |
$1.16K - $1.19K
|
66
$1.19K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 10.05% |
$32.7K - $33.6K
|
16.7K
$300K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
437+ 3.88% |
$7.65K - $7.87K
|
11.7K
$210K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.1K- 94.35% |
$281K - $289K
|
961
$17.3K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$32.7 - $36.3
|
2
$36
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.6KNew |
$1.15M - $1.28M
|
70.6K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
55.3K+ 313.57% |
$905K - $1M
|
73K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$194K - $215K
|
11.9K
$214K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$251K - $279K
|
15.4K
$276K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-453- 1.85% |
$7.61K - $8.05K
|
24.1K
$433K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 268.99% |
$71.8K - $76K
|
5.87K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.36K- 4.93% |
$39.7K - $42K
|
45.5K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13+ 0.08% |
$218 - $231
|
16.1K
$289K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.18K+ 416.1% |
$154K - $163K
|
11.4K
$205K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 2.57% |
$22K - $23.3K
|
52.3K
$941K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.9K+ 119.12% |
$48.6K - $51.5K
|
5.33K
$95.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.2K - $4.44K
|
250
$4.5K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12.1KNew |
$209K - $216K
|
12.1K
$217K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
154New |
$2.67K - $2.76K
|
154
$2.77K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.4KNew |
$197K - $204K
|
11.4K
$205K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-294- 2.0% |
$5.1K - $5.27K
|
14.4K
$259K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.52K+ 3.24% |
$95.8K - $98.9K
|
176K
$3.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-170K- 72.71% |
$2.94M - $3.04M
|
63.7K
$1.15M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-130- 3.79% |
$2.24K - $2.37K
|
3.3K
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 65.6% |
$20.7K - $22K
|
632
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 4.96% |
$52.4K - $55.5K
|
64.4K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 63.75% |
$353K - $374K
|
11.7K
$210K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 0.79% |
$20.8K - $22K
|
153K
$2.74M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.18K- 93.08% |
$20.4K - $21.6K
|
88
$1.58K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-19.6K- 34.7% |
$338K - $358K
|
36.9K
$664K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 18.75% |
$51.6 - $54.7
|
13
$234
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-50- 13.12% |
$861 - $911
|
331
$5.95K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
363KNew |
$5.95M - $6.5M
|
363K
$6.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 22.34% |
$48.3K - $52.7K
|
10.2K
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$46.1K - $50.3K
|
2.81K
$50.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
24.6KNew |
$403K - $440K
|
24.6K
$442K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.9KNew |
$884K - $966K
|
53.9K
$970K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 49.64% |
$202K - $221K
|
12.5K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.3KNew |
$201K - $219K
|
12.3K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 52.14% |
$210K - $229K
|
11.8K
$211K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65.8KNew |
$1.09M - $1.23M
|
65.8K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 28.53% |
$124K - $140K
|
33.8K
$608K
|
|