Purchases and Sales Made in Q2 2023 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
374K+ 1506.64% |
$6.49M - $6.7M
|
399K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
257K+ 33.97% |
$4.46M - $4.6M
|
1.01M
$18.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130KNew |
$2.25M - $2.32M
|
130K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107K+ 1.42% |
$1.86M - $1.92M
|
7.65M
$138M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.9K+ 8.45% |
$1.23M - $1.27M
|
909K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.4K+ 39.91% |
$927K - $957K
|
187K
$3.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 38.4% |
$515K - $531K
|
107K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.3K+ 48.87% |
$369K - $381K
|
64.8K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 2.7% |
$351K - $362K
|
769K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16.9K+ 3.87% |
$293K - $303K
|
454K
$8.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
15.2K+ 4.17% |
$265K - $273K
|
381K
$6.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15.2K+ 27.56% |
$264K - $273K
|
70.4K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.5K+ 39.53% |
$251K - $259K
|
51K
$918K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 12.75% |
$236K - $244K
|
121K
$2.17M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12.1KNew |
$209K - $216K
|
12.1K
$217K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$209K - $215K
|
12K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.4KNew |
$197K - $204K
|
11.4K
$205K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
7.35K+ 40.08% |
$127K - $132K
|
25.7K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.92K+ 43.48% |
$103K - $106K
|
19.5K
$351K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.52K+ 3.24% |
$95.8K - $98.9K
|
176K
$3.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.06K+ 201.98% |
$53.1K - $54.8K
|
4.58K
$82.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 0.35% |
$36.4K - $37.6K
|
605K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.73K+ 361.3% |
$30K - $30.9K
|
2.21K
$39.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 7.66% |
$22.8K - $23.5K
|
18.4K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
685+ 4.14% |
$11.9K - $12.3K
|
17.2K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
524+ 4.93% |
$9.09K - $9.38K
|
11.2K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
253+ 0.47% |
$4.39K - $4.53K
|
54.1K
$972K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
154New |
$2.67K - $2.76K
|
154
$2.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13+ 0.08% |
$226 - $233
|
16.1K
$289K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.01% |
$52.1 - $53.7
|
24.5K
$441K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-294- 2.0% |
$5.1K - $5.27K
|
14.4K
$259K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-610- 1.99% |
$10.6K - $10.9K
|
30.1K
$540K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-926- 7.97% |
$16.1K - $16.6K
|
10.7K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.11K- 1.02% |
$19.2K - $19.9K
|
107K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.21K- 6.46% |
$20.9K - $21.6K
|
17.5K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.37K- 10.16% |
$23.7K - $24.4K
|
12.1K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.82K- 3.65% |
$31.5K - $32.5K
|
47.9K
$861K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.95K- 80.3% |
$33.8K - $34.9K
|
478
$8.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.6K- 1.92% |
$45.1K - $46.5K
|
133K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.64K- 28.57% |
$63.1K - $65.2K
|
9.1K
$164K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.69K- 1.71% |
$64K - $66K
|
212K
$3.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.75K- 6.67% |
$65.1K - $67.2K
|
52.6K
$945K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.15K- 21.33% |
$89.4K - $92.2K
|
19K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-5.38K- 10.18% |
$93.4K - $96.4K
|
47.5K
$854K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.89K- 6.72% |
$154K - $159K
|
123K
$2.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.33K- 3.13% |
$162K - $167K
|
289K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 49.54% |
$231K - $239K
|
13.6K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 19.84% |
$247K - $255K
|
57.5K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-16.4K- 24.74% |
$284K - $294K
|
49.9K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.6K- 32.74% |
$566K - $584K
|
67K
$1.2M
|