Latest Institutional Purchases of Columbia ETF Tr Isustainable U (ESGS)
This list provides information on the latest institutional transactions involving Columbia ETF Tr Isustainable U (ESGS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
119KNew |
$4.74M - $5.29M
|
119K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4K+ 39.6% |
$1.34M - $1.49M
|
118K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$656K - $731K
|
16.4K
$758K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.8KNew |
$431K - $481K
|
10.8K
$498K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.6K+ 24.58% |
$384K - $428K
|
48.7K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.4K+ 90.81% |
$336K - $374K
|
17.7K
$815K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.11K+ 8.68% |
$284K - $317K
|
89K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54KNew |
$221K - $246K
|
5.54K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.54KNew |
$181K - $202K
|
4.54K
$209K
|
|
|
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 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
874+ 3.04% |
$34.9K - $38.9K
|
29.6K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
715+ 72.15% |
$28.6K - $31.8K
|
1.71K
$78.7K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
700New |
$28K - $31.2K
|
700
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
483+ 192.43% |
$19.3K - $21.5K
|
734
$33.9K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
75+ 1.45% |
$3K - $3.34K
|
5.26K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
27+ 0.39% |
$1.08K - $1.2K
|
6.88K
$317K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 0.36% |
$1.08K - $1.2K
|
7.57K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$40 - $44.5
|
1
$46.2
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.14K+ 141.41% |
$221K - $251K
|
10.5K
$484K
|
|
|
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
|
|
| Q2 2023 | |||||||
|
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
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251New |
$8.99K - $9.52K
|
251
$11.6K
|
|
| 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 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
|
|