Latest Institutional Transactions on Columbia ETF Tr Ii Columbia In (INCO)
This table provides information on the latest institutional transactions involving Columbia ETF Tr Ii Columbia In (INCO) 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-792- 19.94% |
$45.5K - $52K
|
3.18K
$206K
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-93- 0.16% |
$5.34K - $6.11K
|
57K
$3.68M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-12.2K- 29.38% |
$699K - $799K
|
29.3K
$1.89M
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.37KNew |
$481K - $550K
|
8.37K
$541K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
300New |
$16.7K - $20K
|
300
$19.4K
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.79KNew |
$211K - $252K
|
3.79K
$245K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
39.8K+ 43.56% |
$2.21M - $2.65M
|
131K
$8.48M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
275K+ 170.6% |
$15.3M - $18.3M
|
436K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-226K- 45.71% |
$12.6M - $15M
|
269K
$17.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-528- 22.44% |
$29.4K - $35.1K
|
1.83K
$118K
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.31K+ 33.8% |
$72.7K - $86.9K
|
5.17K
$334K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.7K+ 442.18% |
$3.82M - $4.57M
|
84.3K
$5.45M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 38.08% |
$101K - $120K
|
6.57K
$425K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-868- 6.66% |
$48.3K - $57.7K
|
12.2K
$787K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
209K+ 236.61% |
$11.6M - $13.9M
|
297K
$19.2M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89+ 51.74% |
$4.95K - $5.92K
|
261
$16.9K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 81.02% |
$836K - $999K
|
33.6K
$2.17M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-37- 5.2% |
$2.06K - $2.46K
|
675
$43.6K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
487+ 5.32% |
$27.1K - $32.4K
|
9.64K
$623K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.52KNew |
$196K - $234K
|
3.52K
$227K
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
39+ 0.18% |
$2.17K - $2.59K
|
22K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 24.89% |
$139K - $166K
|
7.55K
$488K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.27K- 93.85% |
$404K - $483K
|
476
$30.8K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 49.97% |
$106K - $127K
|
5.72K
$370K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.49K+ 3.29% |
$82.8K - $99K
|
46.8K
$3.02M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.38K+ 4.06% |
$76.8K - $91.8K
|
35.4K
$2.29M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.4KNew |
$411K - $492K
|
7.4K
$478K
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.88K+ 22.35% |
$216K - $258K
|
21.2K
$1.37M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14K+ 28.12% |
$778K - $930K
|
63.7K
$4.12M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.8K- 22.56% |
$878K - $1.05M
|
54.2K
$3.51M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.9K+ 284.51% |
$1.16M - $1.39M
|
28.2K
$1.82M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
286New |
$15.9K - $19K
|
286
$18.5K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
522New |
$29K - $34.7K
|
522
$33.7K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 200.0% |
$33.4K - $39.9K
|
900
$58.2K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.9K- 22.42% |
$2.05M - $2.45M
|
128K
$8.25M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 3.75% |
$65.7K - $78.5K
|
32.7K
$2.11M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
309+ 6.84% |
$17.2K - $20.5K
|
4.83K
$312K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.77KNew |
$210K - $251K
|
3.77K
$244K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20KNew |
$1.11M - $1.33M
|
20K
$1.29M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 6.33% |
$15.8K - $19K
|
4.79K
$310K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-725- 16.33% |
$40.3K - $48.2K
|
3.72K
$240K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-24.5K- 64.85% |
$1.36M - $1.63M
|
13.3K
$859K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.59K+ 5.96% |
$88.2K - $105K
|
28.2K
$1.82M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
88New |
$4.89K - $5.85K
|
88
$5.69K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.28KNew |
$238K - $284K
|
4.28K
$277K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
720New |
$40K - $47.9K
|
720
$46.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.89K- 23.67% |
$216K - $258K
|
12.5K
$810K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-449- 44.11% |
$25K - $29.9K
|
569
$36.8K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-404- 4.1% |
$22.5K - $26.9K
|
9.46K
$612K
|