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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.7K+ 27.66% |
$187K - $195K
|
49.5K
$898K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$60.8K - $63.4K
|
3.49K
$63.3K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63New |
$1.1K - $1.15K
|
63
$1.14K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 15.69% |
$2.49M - $2.57M
|
1.06M
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.3K+ 11.17% |
$1.65M - $1.71M
|
948K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
92.5K+ 224.78% |
$1.61M - $1.66M
|
134K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$250K - $258K
|
14.4K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$231K - $239K
|
13.3K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
13.1KNew |
$227K - $235K
|
13.1K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.6KNew |
$202K - $209K
|
11.6K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.6KNew |
$184K - $190K
|
10.6K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 14.17% |
$176K - $182K
|
81.9K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.49KNew |
$113K - $117K
|
6.49K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.36K+ 16.57% |
$110K - $114K
|
44.7K
$811K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4KNew |
$69.4K - $71.8K
|
4K
$72.6K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.22K+ 113.72% |
$55.8K - $57.7K
|
6.05K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.02K+ 1.79% |
$52.5K - $54.3K
|
172K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.03K+ 3.42% |
$35.2K - $36.4K
|
61.4K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59K+ 1.48% |
$27.7K - $28.6K
|
109K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
997+ 4.61% |
$17.3K - $17.9K
|
22.6K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
466+ 3.49% |
$8.09K - $8.36K
|
13.8K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
315+ 0.43% |
$5.47K - $5.65K
|
74.1K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194+ 28.91% |
$3.37K - $3.48K
|
865
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$34.7 - $35.9
|
11.8K
$213K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
169K+ 15.22% |
$2.96M - $3.12M
|
1.28M
$23.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 41.24% |
$416K - $438K
|
81.3K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$408K - $430K
|
23.3K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15.4KNew |
$270K - $284K
|
15.4K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
11.7K+ 52.56% |
$204K - $215K
|
33.8K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 4.77% |
$8.88K - $9.35K
|
11.1K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
495+ 24.29% |
$8.67K - $9.13K
|
2.53K
$46K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
350New |
$6.13K - $6.46K
|
350
$6.35K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.4K+ 7.52% |
$374K - $396K
|
306K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$287K - $304K
|
16.4K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25KNew |
$21.8K - $23.1K
|
1.25K
$22.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.42% |
$2.64K - $2.8K
|
36.2K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27+ 0.08% |
$472 - $500
|
35.3K
$641K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$174K - $179K
|
10.1K
$183K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
384New |
$6.61K - $6.83K
|
384
$6.97K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$1.69M - $1.74M
|
96.5K
$1.75M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
437+ 3.88% |
$7.65K - $7.87K
|
11.7K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66New |
$1.16K - $1.19K
|
66
$1.2K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.6KNew |
$1.15M - $1.28M
|
70.6K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
55.3K+ 313.57% |
$905K - $1M
|
73K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$251K - $279K
|
15.4K
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$194K - $215K
|
11.9K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$32.7 - $36.3
|
2
$36.3
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 268.99% |
$71.8K - $76K
|
5.87K
$106K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 2.57% |
$22K - $23.3K
|
52.3K
$950K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.2K - $4.44K
|
250
$4.54K
|
|