Latest Institutional Transactions on Columbia ETF Tr Isustainable U (ESGS)
This table provides information on the latest institutional transactions involving Columbia ETF Tr Isustainable U (ESGS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5KNew |
$419K - $467K
|
10.5K
$484K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
700New |
$28K - $31.2K
|
700
$32.3K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.9K- 5.98% |
$1.08M - $1.2M
|
423K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23KClosed |
$921K - $1.03M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.4K+ 90.81% |
$336K - $374K
|
17.7K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$656K - $731K
|
16.4K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
27+ 0.39% |
$1.08K - $1.2K
|
6.88K
$317K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.11K+ 8.68% |
$284K - $317K
|
89K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
715+ 72.15% |
$28.6K - $31.8K
|
1.71K
$78.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$40 - $44.5
|
1
$46.2
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
483+ 192.43% |
$19.3K - $21.5K
|
734
$33.9K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4K+ 39.6% |
$1.34M - $1.49M
|
118K
$5.44M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-806- 65.32% |
$32.2K - $35.9K
|
428
$19.8K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
75+ 1.45% |
$3K - $3.34K
|
5.26K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.6K+ 24.58% |
$384K - $428K
|
48.7K
$2.25M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
119KNew |
$4.74M - $5.29M
|
119K
$5.48M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.8KNew |
$431K - $481K
|
10.8K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.62K- 17.83% |
$105K - $117K
|
12.1K
$558K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54KNew |
$221K - $246K
|
5.54K
$255K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.41K- 15.01% |
$56.4K - $62.9K
|
7.99K
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.84K+ 21.85% |
$114K - $127K
|
15.9K
$732K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.54KNew |
$181K - $202K
|
4.54K
$209K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 0.36% |
$1.08K - $1.2K
|
7.57K
$349K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
874+ 3.04% |
$34.9K - $38.9K
|
29.6K
$1.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-23.7K- 75.88% |
$948K - $1.06M
|
7.54K
$348K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.14K+ 112.68% |
$221K - $251K
|
11.6K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
54+ 7.19% |
$1.95K - $2.2K
|
805
$37.2K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.38K+ 26.33% |
$88.5K - $94.5K
|
11.4K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.31K- 1.77% |
$48.6K - $51.9K
|
72.7K
$3.35M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251New |
$8.99K - $9.52K
|
251
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.62KNew |
$58K - $61.5K
|
1.62K
$74.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
644+ 0.34% |
$23.1K - $24.4K
|
187K
$8.64M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.9KNew |
$3.31M - $3.62M
|
91.9K
$4.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$40.1K - $43.9K
|
1.11K
$51.4K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.9KClosed |
$745K - $884K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
5New |
$170 - $202
|
5
$231
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
572New |
$21.2K - $22.6K
|
572
$26.4K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.9KClosed |
$388K - $415K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.67K- 99.82% |
$57.9K - $63.3K
|
3
$138
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$43K - $50.5K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.46KClosed |
$43K - $50.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-146Closed |
$4.31K - $5.07K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.71KClosed |
$228K - $267K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.93KClosed |
$116K - $131K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Appleton Partners Inc
|
SELL
|
- |
-7.23KClosed |
$130K - $225K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.15KClosed |
$75.3K - $86.9K
|
0
$0
|
|