Purchases and Sales Made in Q1 2022 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q1 2022. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I DIVERSIFIED .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
767K+ 192.95% |
$14.7M - $16.2M
|
1.16M
$20.9M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
680KNew |
$13M - $14.4M
|
680K
$12.2M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
649K+ 450.97% |
$12.4M - $13.7M
|
793K
$14.3M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
334K+ 29.25% |
$6.4M - $7.06M
|
1.48M
$26.6M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
243K+ 286.82% |
$4.66M - $5.14M
|
328K
$5.9M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140K+ 2.21% |
$2.67M - $2.95M
|
6.45M
$116M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 16.12% |
$2.52M - $2.78M
|
948K
$17M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 1.08% |
$2.18M - $2.4M
|
10.6M
$191M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
94.4KNew |
$1.81M - $1.99M
|
94.4K
$1.7M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
88.3KNew |
$1.69M - $1.87M
|
88.3K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.8K+ 37.23% |
$1.37M - $1.52M
|
265K
$4.76M
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
68.8K+ 156.47% |
$1.32M - $1.45M
|
113K
$2.03M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
65.4KNew |
$1.25M - $1.38M
|
65.4K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
59KNew |
$1.13M - $1.25M
|
59K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
57.7K+ 47.51% |
$1.1M - $1.22M
|
179K
$3.22M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57.1KNew |
$1.09M - $1.21M
|
57.1K
$1.03M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.9K+ 3.88% |
$936K - $1.03M
|
1.31M
$23.6M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
42.3K+ 24.15% |
$810K - $893K
|
217K
$3.91M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.5KNew |
$719K - $793K
|
37.5K
$675K
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32.1KNew |
$614K - $678K
|
32.1K
$577K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.2K+ 160.41% |
$578K - $638K
|
49K
$881K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
19.7K+ 154.42% |
$377K - $416K
|
32.4K
$583K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.6K+ 2.28% |
$336K - $371K
|
788K
$14.2M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17KNew |
$326K - $359K
|
17K
$306K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.6KNew |
$317K - $350K
|
16.6K
$298K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 4.74% |
$280K - $309K
|
323K
$5.81M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
13.7KNew |
$263K - $290K
|
13.7K
$247K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$259K - $286K
|
13.5K
$243K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 7.41% |
$206K - $227K
|
156K
$2.81M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$195K - $215K
|
10.2K
$183K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 10.81% |
$175K - $193K
|
93.9K
$1.69M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.09K+ 22.7% |
$174K - $192K
|
49.2K
$884K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.69K+ 9.05% |
$128K - $141K
|
80.6K
$1.45M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.55KNew |
$87.1K - $96.1K
|
4.55K
$81.8K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.43K+ 12.56% |
$84.9K - $93.6K
|
39.7K
$714K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.84K+ 18.95% |
$73.5K - $81.1K
|
24.1K
$433K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.37K+ 2.08% |
$64.6K - $71.2K
|
166K
$2.98M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.1K+ 9.31% |
$59.3K - $65.4K
|
36.3K
$653K
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.77K+ 3.15% |
$52.9K - $58.4K
|
90.5K
$1.63M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.53K+ 7.28% |
$48.5K - $53.5K
|
37.3K
$671K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.04K+ 16.51% |
$39K - $43.1K
|
14.4K
$259K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.66K+ 7.12% |
$31.7K - $35K
|
24.9K
$448K
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.16K+ 1.69% |
$22.1K - $24.4K
|
69.7K
$1.25M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
860+ 36.93% |
$16.5K - $18.2K
|
3.19K
$57.3K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
856New |
$16.4K - $18.1K
|
856
$15.4K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
739+ 3.28% |
$14.2K - $15.6K
|
23.3K
$418K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
738+ 3.17% |
$14.1K - $15.6K
|
24K
$432K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
600New |
$11.5K - $12.7K
|
600
$10.8K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
259+ 13.28% |
$4.96K - $5.47K
|
2.21K
$39.7K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116New |
$2.22K - $2.45K
|
116
$2.09K
|