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 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-294- 2.0% |
$5.1K - $5.27K
|
14.4K
$264K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.52K+ 3.24% |
$95.8K - $98.9K
|
176K
$3.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-170K- 72.71% |
$2.94M - $3.04M
|
63.7K
$1.17M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 65.6% |
$20.7K - $22K
|
632
$11.6K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 4.96% |
$52.4K - $55.5K
|
64.4K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 63.75% |
$353K - $374K
|
11.7K
$214K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 0.79% |
$20.8K - $22K
|
153K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.18K- 93.08% |
$20.4K - $21.6K
|
88
$1.61K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-19.6K- 34.7% |
$338K - $358K
|
36.9K
$677K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 18.75% |
$51.6 - $54.7
|
13
$238
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-50- 13.12% |
$861 - $911
|
331
$6.06K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
363KNew |
$5.95M - $6.5M
|
363K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 22.34% |
$48.3K - $52.7K
|
10.2K
$187K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$46.1K - $50.3K
|
2.81K
$51.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
24.6KNew |
$403K - $440K
|
24.6K
$450K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.9KNew |
$884K - $966K
|
53.9K
$988K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.3KNew |
$201K - $219K
|
12.3K
$224K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 52.14% |
$210K - $229K
|
11.8K
$215K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65.8KNew |
$1.09M - $1.23M
|
65.8K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 28.53% |
$124K - $140K
|
33.8K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 43.9% |
$169K - $190K
|
13K
$239K
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$231K - $260K
|
14K
$256K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
24+ 0.14% |
$397 - $447
|
16.6K
$304K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.98K- 3.59% |
$49.3K - $55.5K
|
80K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-338- 0.84% |
$5.59K - $6.3K
|
39.9K
$732K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$43.3K - $48.6K
|
2.5K
$45.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.53% |
$294 - $330
|
3.21K
$58.7K
|
|
|
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
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-30- 0.18% |
$520 - $583
|
16.3K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-19Closed |
$329 - $369
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-680KClosed |
$11.8M - $13.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-55.7K- 98.41% |
$965K - $1.08M
|
900
$16.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.6K- 13.99% |
$184K - $207K
|
65.4K
$1.2M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.9KClosed |
$1.63M - $1.82M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-30.7K- 39.61% |
$531K - $596K
|
46.8K
$857K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-788KClosed |
$13.7M - $15.3M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-824K- 97.58% |
$14.3M - $16M
|
20.5K
$375K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-217KClosed |
$3.76M - $4.22M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5- 0.05% |
$86.6 - $97.2
|
10.2K
$186K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-85- 8.43% |
$1.47K - $1.65K
|
923
$16.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
927New |
$16.1K - $18K
|
927
$17K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20.4KClosed |
$354K - $397K
|
0
$0
|
|
|
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 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
$8.81K
|
|