Purchases and Sales Made in Q3 2023 in Columbia ETF Tr Isustainable U (ESGS)
This table provides information about the institutional ownership of Columbia ETF Tr Isustainable U (ESGS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
29.4K+ 40330.14% |
$1.1M - $1.17M
|
29.5K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$840K - $896K
|
22.6K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 34.55% |
$694K - $741K
|
72.7K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.2KNew |
$676K - $721K
|
18.2K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6K+ 17.43% |
$393K - $419K
|
71.1K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.25KNew |
$344K - $367K
|
9.25K
$427K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.38K+ 26.33% |
$88.5K - $94.5K
|
11.4K
$527K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.77K+ 19.6% |
$65.9K - $70.3K
|
10.8K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 51.51% |
$40.7K - $43.4K
|
3.22K
$148K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
119+ 18.83% |
$4.43K - $4.72K
|
751
$34.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-574- 45.05% |
$21.4K - $22.8K
|
700
$32.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.31K- 1.77% |
$48.6K - $51.9K
|
72.7K
$3.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.59K- 14.13% |
$96.2K - $103K
|
15.7K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.4K- 31.25% |
$497K - $531K
|
29.4K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15K- 3.23% |
$559K - $597K
|
450K
$20.8M
|