Purchases and Sales Made in Q1 2024 in Columbia ETF Tr Isustainable U (ESGS)
This table provides information about the institutional ownership of Columbia ETF Tr Isustainable U (ESGS) during Q1 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR ISUSTAINABLE U.
| 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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23KNew |
$921K - $1.03M
|
23K
$1.06M
|
|
|
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
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5KNew |
$419K - $467K
|
10.5K
$484K
|
|
|
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
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 0.36% |
$1.08K - $1.2K
|
7.57K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
27+ 0.39% |
$1.08K - $1.2K
|
6.88K
$317K
|
|
|
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
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300- 30.0% |
$12K - $13.4K
|
700
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-806- 65.32% |
$32.2K - $35.9K
|
428
$19.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.41K- 15.01% |
$56.4K - $62.9K
|
7.99K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.62K- 17.83% |
$105K - $117K
|
12.1K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23KClosed |
$921K - $1.03M
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-23.7K- 75.88% |
$948K - $1.06M
|
7.54K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.9K- 5.98% |
$1.08M - $1.2M
|
423K
$19.5M
|