Purchases and Sales Made in Q1 2023 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q1 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
538K+ 246.32% |
$9.26M - $9.81M
|
757K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
456KNew |
$7.86M - $8.32M
|
456K
$8.21M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
437KNew |
$7.52M - $7.96M
|
437K
$7.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.9K+ 32.48% |
$910K - $964K
|
216K
$3.88M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9KNew |
$463K - $490K
|
26.9K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
24.8KNew |
$427K - $452K
|
24.8K
$446K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.5KNew |
$422K - $447K
|
24.5K
$441K
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.7KNew |
$253K - $268K
|
14.7K
$264K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.1K+ 3.71% |
$226K - $239K
|
366K
$6.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
12.1K+ 7.67% |
$209K - $221K
|
170K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
11.6KNew |
$200K - $212K
|
11.6K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
8.16K+ 12.85% |
$141K - $149K
|
71.7K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.81K+ 138.77% |
$134K - $142K
|
13.4K
$242K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.81K+ 138.77% |
$134K - $142K
|
13.4K
$242K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.94K+ 2.21% |
$85K - $90K
|
228K
$4.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 4.96% |
$52.4K - $55.5K
|
64.4K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.71K+ 5.31% |
$46.7K - $49.4K
|
53.8K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24KNew |
$21.3K - $22.5K
|
1.24K
$22.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
990+ 165.0% |
$17K - $18K
|
1.59K
$28.6K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
610+ 2.03% |
$10.5K - $11.1K
|
30.7K
$551K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
445+ 2.67% |
$7.66K - $8.11K
|
17.1K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106+ 0.57% |
$1.82K - $1.93K
|
18.7K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.04% |
$120 - $128
|
16K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4New |
$68.8 - $72.9
|
4
$71.9
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 18.75% |
$51.6 - $54.7
|
13
$234
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32- 0.29% |
$551 - $583
|
11K
$197K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-50- 13.12% |
$861 - $911
|
331
$5.95K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-130- 3.79% |
$2.24K - $2.37K
|
3.3K
$59.4K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-244- 0.46% |
$4.2K - $4.45K
|
52.9K
$951K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-292- 0.52% |
$5.03K - $5.32K
|
56.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-473- 16.28% |
$8.14K - $8.62K
|
2.43K
$43.7K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-610- 1.99% |
$10.5K - $11.1K
|
30.1K
$540K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.18K- 93.08% |
$20.4K - $21.6K
|
88
$1.58K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 65.6% |
$20.7K - $22K
|
632
$11.4K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 0.79% |
$20.8K - $22K
|
153K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.93K- 12.42% |
$33.2K - $35.2K
|
13.6K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.06K- 16.24% |
$35.5K - $37.6K
|
10.6K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 15.06% |
$50.5K - $53.5K
|
16.6K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.26K- 5.23% |
$73.3K - $77.6K
|
77.2K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.26K- 3.82% |
$90.5K - $95.8K
|
132K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-6.61K- 17.98% |
$114K - $120K
|
30.2K
$542K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.03K- 50.85% |
$138K - $146K
|
7.76K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.24K- 7.96% |
$159K - $168K
|
107K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.69K- 20.95% |
$167K - $177K
|
36.6K
$658K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.3K- 80.89% |
$177K - $187K
|
2.43K
$43.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 33.24% |
$207K - $219K
|
24.1K
$434K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.7K- 8.68% |
$219K - $232K
|
134K
$2.41M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.5K- 28.33% |
$249K - $263K
|
36.6K
$658K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-19.6K- 34.7% |
$338K - $358K
|
36.9K
$664K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 63.75% |
$353K - $374K
|
11.7K
$210K
|