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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22.6KNew |
$395K - $418K
|
22.6K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.4K+ 7.52% |
$374K - $396K
|
306K
$5.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
14.4K+ 2.86% |
$252K - $266K
|
517K
$9.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.91K+ 36.3% |
$103K - $109K
|
22.2K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.4K+ 5.0% |
$42K - $44.5K
|
50.5K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
476+ 3.15% |
$8.32K - $8.81K
|
15.6K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 4.11% |
$7.34K - $7.77K
|
10.6K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.42% |
$2.64K - $2.8K
|
36.2K
$644K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 7.35% |
$793K - $820K
|
673K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
30.7K+ 3.42% |
$528K - $546K
|
929K
$16.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6KNew |
$423K - $437K
|
24.6K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.1K+ 228.48% |
$329K - $340K
|
27.5K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.7KNew |
$287K - $297K
|
16.7K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$174K - $179K
|
10.1K
$179K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.71K+ 9.55% |
$167K - $173K
|
111K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.8K+ 17.73% |
$151K - $157K
|
58.4K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.82K+ 0.48% |
$48.5K - $50.1K
|
592K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
900+ 6.01% |
$15.5K - $16K
|
15.9K
$282K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
496New |
$8.54K - $8.82K
|
496
$8.81K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
384New |
$6.61K - $6.83K
|
384
$6.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
212+ 0.83% |
$3.65K - $3.77K
|
25.9K
$460K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 1.7% |
$3.36K - $3.47K
|
11.7K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188+ 0.16% |
$3.24K - $3.34K
|
115K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
188+ 9.59% |
$3.24K - $3.34K
|
2.15K
$38.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.19% |
$430 - $445
|
13.3K
$236K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.1% |
$51.6 - $53.4
|
2.91K
$51.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.5KNew |
$1.69M - $1.74M
|
96.5K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
437+ 3.88% |
$7.65K - $7.87K
|
11.7K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66New |
$1.16K - $1.19K
|
66
$1.17K
|
|
| 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
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$251K - $279K
|
15.4K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$194K - $215K
|
11.9K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$32.7 - $36.3
|
2
$35.5
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.18K+ 416.1% |
$154K - $163K
|
11.4K
$202K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 268.99% |
$71.8K - $76K
|
5.87K
$104K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.9K+ 119.12% |
$48.6K - $51.5K
|
5.33K
$94.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 2.57% |
$22K - $23.3K
|
52.3K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.2K - $4.44K
|
250
$4.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13+ 0.08% |
$218 - $231
|
16.1K
$285K
|
|
| 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
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.4KNew |
$197K - $204K
|
11.4K
$202K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.52K+ 3.24% |
$95.8K - $98.9K
|
176K
$3.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
154New |
$2.67K - $2.76K
|
154
$2.74K
|
|
| 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 |
$5.95M - $6.5M
|
363K
$6.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.9KNew |
$884K - $966K
|
53.9K
$958K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
24.6KNew |
$403K - $440K
|
24.6K
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.3KNew |
$201K - $219K
|
12.3K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$46.1K - $50.3K
|
2.81K
$49.9K
|
|