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 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 43.9% |
$169K - $190K
|
13K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$231K - $260K
|
14K
$251K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
24+ 0.14% |
$397 - $447
|
16.6K
$298K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.98K- 3.59% |
$49.3K - $55.5K
|
80K
$1.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-338- 0.84% |
$5.59K - $6.3K
|
39.9K
$718K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$43.3K - $48.6K
|
2.5K
$45K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.53% |
$294 - $330
|
3.21K
$57.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.55KClosed |
$78.8K - $88.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-32.1KClosed |
$556K - $624K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36KClosed |
$624K - $700K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$234K - $263K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.16MClosed |
$20.2M - $22.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-680KClosed |
$11.8M - $13.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-19Closed |
$329 - $369
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-30- 0.18% |
$520 - $583
|
16.3K
$292K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-55.7K- 98.41% |
$965K - $1.08M
|
900
$16.2K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.9KClosed |
$1.63M - $1.82M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.6K- 13.99% |
$184K - $207K
|
65.4K
$1.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-30.7K- 39.61% |
$531K - $596K
|
46.8K
$841K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-788KClosed |
$13.7M - $15.3M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-217KClosed |
$3.76M - $4.22M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-824K- 97.58% |
$14.3M - $16M
|
20.5K
$368K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-85- 8.43% |
$1.47K - $1.65K
|
923
$16.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5- 0.05% |
$86.6 - $97.2
|
10.2K
$183K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
927New |
$16.1K - $18K
|
927
$16.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-36.6KClosed |
$633K - $711K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.7KClosed |
$238K - $267K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20.4KClosed |
$354K - $397K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-88.3KClosed |
$1.53M - $1.72M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
481New |
$8.33K - $9.35K
|
481
$8.65K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 40.69% |
$197K - $221K
|
16.6K
$298K
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-594KClosed |
$10.3M - $11.5M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-14.4KClosed |
$249K - $280K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
$10.4K - $11.7K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-116Closed |
$2.01K - $2.26K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-21.7KClosed |
$376K - $422K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-304KClosed |
$5.83M - $6.43M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
94.4KNew |
$1.81M - $1.99M
|
94.4K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-12.1KClosed |
$232K - $256K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.1K- 80.96% |
$97.7K - $108K
|
1.2K
$21.6K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.98KClosed |
$191K - $211K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.5KClosed |
$794K - $876K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.2KClosed |
$195K - $215K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1KClosed |
$19.2K - $21.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.4KClosed |
$238K - $263K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.64KClosed |
$31.4K - $34.6K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-15.4KClosed |
$295K - $325K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-10.8KClosed |
$207K - $228K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$198K - $219K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12.6KClosed |
$241K - $266K
|
0
$0
|
|