Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 14.98% |
$1.93M - $1.99M
|
627K
$11.1M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-56.6K- 31.73% |
$991K - $1.02M
|
122K
$2.15M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-51.6K- 48.37% |
$903K - $929K
|
55.1K
$972K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51.2K- 77.02% |
$897K - $922K
|
15.3K
$270K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.9K- 75.52% |
$769K - $791K
|
14.2K
$251K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-43.5K- 54.96% |
$763K - $784K
|
35.7K
$630K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3K- 18.78% |
$391K - $402K
|
96.6K
$1.7M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.1K- 94.35% |
$281K - $289K
|
961
$17K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.12K- 10.18% |
$160K - $164K
|
80.5K
$1.42M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.74K- 7.07% |
$118K - $121K
|
88.6K
$1.56M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.37K- 60.08% |
$76.6K - $78.8K
|
2.91K
$51.3K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.36K- 6.21% |
$76.3K - $78.5K
|
65.8K
$1.16M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.29K- 6.33% |
$75.1K - $77.3K
|
63.5K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.62K- 11.05% |
$63.4K - $65.2K
|
29.2K
$514K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 22.36% |
$57.1K - $58.7K
|
11.3K
$200K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.13K- 23.95% |
$54.9K - $56.4K
|
9.95K
$176K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 10.05% |
$32.7K - $33.6K
|
16.7K
$295K
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.86K- 11.5% |
$32.5K - $33.5K
|
14.3K
$252K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.74K- 3.81% |
$30.4K - $31.3K
|
43.9K
$775K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-941- 5.01% |
$16.5K - $16.9K
|
17.9K
$315K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-318- 2.04% |
$5.57K - $5.73K
|
15.3K
$269K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 5.67% |
$2.29K - $2.36K
|
2.18K
$38.5K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 0.66% |
$1.75K - $1.8K
|
15K
$264K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-32- 3.38% |
$560 - $576
|
916
$16.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.36K- 4.93% |
$39.7K - $42K
|
45.5K
$803K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.7K- 12.53% |
$28.6K - $30.2K
|
11.9K
$210K
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-170K- 72.71% |
$2.94M - $3.04M
|
63.7K
$1.12M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-294- 2.0% |
$5.1K - $5.27K
|
14.4K
$254K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 63.75% |
$353K - $374K
|
11.7K
$206K
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-19.6K- 34.7% |
$338K - $358K
|
36.9K
$652K
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 0.79% |
$20.8K - $22K
|
153K
$2.69M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 65.6% |
$20.7K - $22K
|
632
$11.1K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.18K- 93.08% |
$20.4K - $21.6K
|
88
$1.55K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-130- 3.79% |
$2.24K - $2.37K
|
3.3K
$58.3K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-50- 13.12% |
$861 - $911
|
331
$5.84K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 18.75% |
$51.6 - $54.7
|
13
$229
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 52.14% |
$214K - $229K
|
11.8K
$207K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 49.64% |
$206K - $221K
|
12.5K
$221K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 22.34% |
$49.1K - $52.7K
|
10.2K
$180K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 43.9% |
N/A
|
13K
$230K
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.98K- 3.59% |
N/A
|
80K
$1.41M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-338- 0.84% |
N/A
|
39.9K
$705K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.16MClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-824K- 97.58% |
N/A
|
20.5K
$361K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-788KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-680KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-594KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-217KClosed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.9KClosed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-88.3KClosed |
N/A
|
0
$0
|