Purchases and Sales Made in Q3 2021 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.28MNew |
$27.4M - $27.9M
|
1.28M
$23.1M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12MNew |
$24M - $24.4M
|
1.12M
$20.2M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.05M+ 10.2% |
$22.5M - $22.9M
|
11.4M
$205M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
480K+ 35.56% |
$10.3M - $10.4M
|
1.83M
$32.9M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
389K+ 7.13% |
$8.32M - $8.46M
|
5.85M
$105M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
342KNew |
$7.31M - $7.44M
|
342K
$6.16M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
117K+ 3.81% |
$2.49M - $2.53M
|
3.18M
$57.1M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 14.47% |
$2.16M - $2.19M
|
799K
$14.4M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
90.9K+ 7.57% |
$1.94M - $1.97M
|
1.29M
$23.2M
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
51.7K+ 15.69% |
$1.1M - $1.12M
|
381K
$6.85M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.7KNew |
$570K - $580K
|
26.7K
$480K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
25.7K+ 5.15% |
$548K - $557K
|
523K
$9.41M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 9.99% |
$491K - $500K
|
253K
$4.55M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
21K+ 14.6% |
$448K - $456K
|
165K
$2.96M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
20.8K+ 600.58% |
$445K - $452K
|
24.3K
$437K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.6K+ 40.36% |
$418K - $425K
|
68.1K
$1.22M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.1K+ 213.2% |
$343K - $349K
|
23.6K
$425K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 269.63% |
$290K - $295K
|
18.6K
$334K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6K+ 18.0% |
$268K - $273K
|
82.3K
$1.48M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 263.76% |
$254K - $259K
|
16.4K
$295K
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.6K+ 527.84% |
$248K - $253K
|
13.8K
$249K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 3.95% |
$245K - $249K
|
302K
$5.42M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.3K+ 2.88% |
$242K - $247K
|
405K
$7.28M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8K+ 33.63% |
$231K - $235K
|
43K
$773K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 14.72% |
$219K - $223K
|
79.9K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.06K+ 1.41% |
$194K - $197K
|
651K
$11.7M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.8K+ 26.33% |
$167K - $169K
|
37.4K
$673K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.75K+ 3.92% |
$123K - $125K
|
152K
$2.74M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.49K+ 22.88% |
$117K - $119K
|
29.5K
$530K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.39K+ 4.69% |
$115K - $117K
|
120K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
5.09K+ 8.86% |
$109K - $111K
|
62.5K
$1.12M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.68KNew |
$99.9K - $102K
|
4.68K
$84.1K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$98.3K - $100K
|
4.6K
$82.7K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.67K+ 2.2% |
$78.4K - $79.8K
|
171K
$3.07M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.54K+ 4.5% |
$75.5K - $76.8K
|
82.1K
$1.48M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 2.47% |
$74.8K - $76.1K
|
145K
$2.61M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.17K+ 1.42% |
$46.4K - $47.2K
|
155K
$2.79M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.1K+ 6.6% |
$44.9K - $45.7K
|
33.9K
$610K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.02KNew |
$43.2K - $44K
|
2.02K
$36.4K
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.41K+ 1.73% |
$30.1K - $30.6K
|
83.1K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.2K+ 2.95% |
$25.6K - $26.1K
|
41.8K
$751K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
935+ 4.29% |
$20K - $20.3K
|
22.7K
$408K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
839+ 1.39% |
$17.9K - $18.2K
|
61.1K
$1.1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
824+ 7.61% |
$17.6K - $17.9K
|
11.7K
$210K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
552+ 0.68% |
$11.8K - $12K
|
81.5K
$1.47M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
365+ 2.08% |
$7.8K - $7.93K
|
17.9K
$322K
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
187+ 0.11% |
$3.99K - $4.06K
|
164K
$2.95M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
161+ 42.26% |
$3.44K - $3.5K
|
542
$9.75K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
10+ 0.62% |
$214 - $217
|
1.63K
$29.3K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.59% |
$64.1 - $65.2
|
508
$9.13K
|