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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-134K- 20.48% |
$2.57M - $2.83M
|
521K
$9.37M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-164K- 43.41% |
$3.15M - $3.47M
|
214K
$3.85M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-285K- 23.1% |
$5.45M - $6.01M
|
948K
$17M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-304KClosed |
$5.83M - $6.43M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-432K- 42.09% |
$8.26M - $9.12M
|
594K
$10.7M
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-439KClosed |
$8.41M - $9.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-925K- 52.07% |
$17.7M - $19.5M
|
851K
$15.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.13M- 99.92% |
$21.6M - $23.8M
|
923
$16.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.31M- 99.16% |
$63.4M - $69.9M
|
27.9K
$502K
|