Purchases and Sales Made in Q2 2022 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
211KNew |
$3.65M - $4.1M
|
211K
$3.79M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
159K+ 96.12% |
$2.76M - $3.1M
|
325K
$5.84M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
77.2KNew |
$1.34M - $1.5M
|
77.2K
$1.39M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69.4K+ 4.7% |
$1.2M - $1.35M
|
1.55M
$27.8M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 76.82% |
$652K - $732K
|
86.6K
$1.56M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
31.7K+ 55.44% |
$549K - $616K
|
88.8K
$1.6M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
27.3K+ 8.44% |
$473K - $530K
|
351K
$6.3M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
26.3KNew |
$456K - $512K
|
26.3K
$473K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.9KNew |
$432K - $485K
|
24.9K
$448K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.7K+ 12.65% |
$342K - $384K
|
176K
$3.16M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5KNew |
$235K - $263K
|
13.5K
$244K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3K+ 42.79% |
$178K - $200K
|
34.4K
$618K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.32K+ 5.87% |
$161K - $181K
|
168K
$3.02M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.5K+ 3574.6% |
$78K - $87.6K
|
4.63K
$83.2K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.97K+ 41.86% |
$51.5K - $57.8K
|
10.1K
$181K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$43.3K - $48.6K
|
2.5K
$45K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
927New |
$16.1K - $18K
|
927
$16.7K
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
733+ 0.41% |
$12.7K - $14.2K
|
180K
$3.23M
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
559+ 1.41% |
$9.68K - $10.9K
|
40.3K
$724K
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
481New |
$8.33K - $9.35K
|
481
$8.65K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
402+ 1.81% |
$6.96K - $7.81K
|
22.6K
$407K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
348+ 1.07% |
$6.03K - $6.77K
|
32.7K
$589K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
138+ 0.57% |
$2.39K - $2.68K
|
24.1K
$434K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
102+ 4.62% |
$1.77K - $1.98K
|
2.31K
$41.6K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.53% |
$294 - $330
|
3.21K
$57.6K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5- 0.05% |
$86.6 - $97.2
|
10.2K
$183K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 0.65% |
$104 - $117
|
917
$16.5K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-19Closed |
$329 - $369
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-30- 0.18% |
$520 - $583
|
16.3K
$292K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-85- 8.43% |
$1.47K - $1.65K
|
923
$16.6K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-116Closed |
$2.01K - $2.26K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-236- 0.4% |
$4.09K - $4.59K
|
58.8K
$1.06M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-437- 2.57% |
$7.57K - $8.5K
|
16.6K
$298K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-474- 0.84% |
$8.21K - $9.21K
|
56.2K
$1.01M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
$10.4K - $11.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-797- 5.83% |
$13.8K - $15.5K
|
12.9K
$231K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-805- 1.23% |
$13.9K - $15.6K
|
64.6K
$1.16M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-856Closed |
$14.8K - $16.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.63K- 12.57% |
$28.1K - $31.6K
|
11.3K
$203K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.75K- 7.63% |
$64.9K - $72.9K
|
45.4K
$816K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.55KClosed |
$78.8K - $88.4K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.63K- 3.71% |
$80.2K - $90K
|
120K
$2.16M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.07K- 3.4% |
$87.7K - $98.5K
|
144K
$2.59M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.73K- 8.44% |
$99.3K - $111K
|
62.2K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-7.42K- 14.06% |
$128K - $144K
|
45.3K
$815K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.51K- 8.3% |
$130K - $146K
|
83K
$1.49M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.99K- 12.11% |
$138K - $155K
|
58K
$1.04M
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-9.29K- 7.85% |
$161K - $181K
|
109K
$1.96M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-9.87K- 32.81% |
$171K - $192K
|
20.2K
$363K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10K- 12.43% |
$173K - $195K
|
70.6K
$1.27M
|