Latest Institutional Purchases of Columbia ETF Tr I Diversified (DIAL)
This list provides information on the latest institutional transactions involving Columbia ETF Tr I Diversified (DIAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 349.26% |
$8.53M - $8.77M
|
627K
$11.1M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
486K+ 470.8% |
$8.51M - $8.76M
|
590K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
311K+ 3.88% |
$5.44M - $5.6M
|
8.32M
$147M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
309K+ 52.51% |
$5.42M - $5.57M
|
898K
$15.8M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
273KNew |
$4.78M - $4.92M
|
273K
$4.82M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.3KNew |
$1.7M - $1.75M
|
97.3K
$1.72M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$1.69M - $1.74M
|
96.5K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.9K+ 8.51% |
$769K - $791K
|
560K
$9.88M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.5K+ 4.14% |
$605K - $622K
|
869K
$15.3M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 141.98% |
$510K - $524K
|
49.6K
$875K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25.3K+ 65.33% |
$444K - $456K
|
64.1K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 2.16% |
$375K - $386K
|
1.01M
$17.9M
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
18.4K+ 4.34% |
$322K - $331K
|
442K
$7.8M
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15.9KNew |
$279K - $287K
|
15.9K
$281K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 15.64% |
$273K - $280K
|
115K
$2.03M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36K+ 92855.56% |
$146K - $151K
|
8.37K
$148K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.82K+ 53.53% |
$137K - $141K
|
22.4K
$396K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.66K+ 3.68% |
$99.2K - $102K
|
160K
$2.82M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 5.39% |
$91K - $93.6K
|
102K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.75K+ 11.99% |
$48.1K - $49.5K
|
25.7K
$453K
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.5K+ 3.28% |
$26.3K - $27K
|
47.3K
$834K
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
437+ 3.88% |
$7.65K - $7.87K
|
11.7K
$206K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
432+ 0.85% |
$7.56K - $7.78K
|
51.2K
$903K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127+ 0.97% |
$2.22K - $2.29K
|
13.3K
$234K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66New |
$1.16K - $1.19K
|
66
$1.16K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.42% |
$876 - $901
|
12.1K
$213K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 1.76% |
$595 - $612
|
1.96K
$34.6K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$123 - $126
|
11.5K
$202K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.6KNew |
$1.15M - $1.28M
|
70.6K
$1.25M
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
55.3K+ 313.57% |
$905K - $1M
|
73K
$1.29M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$251K - $279K
|
15.4K
$271K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$194K - $215K
|
11.9K
$210K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.48KNew |
$155K - $172K
|
9.48K
$167K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
778New |
$12.7K - $14.1K
|
778
$13.7K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$32.7 - $36.3
|
2
$35.3
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.18K+ 416.1% |
$154K - $163K
|
11.4K
$201K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 268.99% |
$71.8K - $76K
|
5.87K
$103K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.9K+ 119.12% |
$48.6K - $51.5K
|
5.33K
$94K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.5KNew |
$41.9K - $44.3K
|
2.5K
$44K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 2.57% |
$22K - $23.3K
|
52.3K
$923K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.2K - $4.44K
|
250
$4.41K
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13+ 0.08% |
$218 - $231
|
16.1K
$283K
|
|
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
$213K
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.4KNew |
$197K - $204K
|
11.4K
$201K
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.52K+ 3.24% |
$95.8K - $98.9K
|
176K
$3.1M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
154New |
$2.67K - $2.76K
|
154
$2.72K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 4.96% |
$52.4K - $55.5K
|
64.4K
$1.14M
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
363KNew |
$6.05M - $6.5M
|
363K
$6.4M
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.9KNew |
$900K - $966K
|
53.9K
$951K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
24.6KNew |
$410K - $440K
|
24.6K
$433K
|