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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-670Closed |
$12.8K - $14.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-55.5KClosed |
$1.06M - $1.17M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-49.4KClosed |
$947K - $1.04M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.4KClosed |
$276K - $305K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-439KClosed |
$8.41M - $9.28M
|
0
$0
|
|
Q4 2021 | |||||||
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.8KNew |
$101K - $103K
|
4.8K
$86.3K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.3KClosed |
$511K - $521K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
425New |
$8.95K - $9.12K
|
425
$7.64K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
42New |
$884 - $902
|
42
$755
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-508Closed |
$10.7K - $10.9K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.25KClosed |
$112K - $114K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17.3KClosed |
$369K - $375K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.11KClosed |
$23.6K - $24.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-600Closed |
$12.8K - $13K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.8KNew |
$401K - $407K
|
18.8K
$337K
|
|
Q2 2021 | |||||||
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.4KClosed |
$411K - $420K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.4KClosed |
$326K - $333K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10KClosed |
$212K - $216K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-46KClosed |
$968K - $1.01M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.7KClosed |
$288K - $302K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-23.4KClosed |
$492K - $515K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-66.7KClosed |
$1.4M - $1.47M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.22KClosed |
$133K - $137K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Veracity Capital LLC
|
SELL
|
- |
-17.1KClosed |
$366K - $377K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-9.35KClosed |
$200K - $206K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.9KClosed |
$229K - $238K
|
0
$0
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.4KClosed |
$250K - $309K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-4.7KClosed |
$81.5K - $101K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-169KClosed |
$3.48M - $3.52M
|
0
$0
|
|
Q3 2018 | |||||||
Oct 16, 2018
Q3 2018
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.52KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|