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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-250- 6.74% |
$13.9K - $16.6K
|
3.46K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-28- 0.65% |
$1.56K - $1.86K
|
4.28K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-965- 4.7% |
$53.7K - $64.2K
|
19.6K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$334 - $399
|
6
$388
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-87- 1.02% |
$4.84K - $5.79K
|
8.42K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.05K+ 2.67% |
$337K - $403K
|
233K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-10.3K- 42.47% |
$573K - $685K
|
14K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-40- 1.39% |
$2.22K - $2.66K
|
2.84K
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
671+ 1.91% |
$37.3K - $44.6K
|
35.8K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$16.7K - $20K
|
300
$19.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.13K+ 18.19% |
$118K - $142K
|
13.8K
$895K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$556 - $665
|
10
$647
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.44K+ 189.92% |
$543K - $645K
|
12.9K
$833K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
200+ 5.07% |
$12.9K - $15.3K
|
4.14K
$268K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
823New |
$52.9K - $62.9K
|
823
$53.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.43K - $7.65K
|
100
$6.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
560+ 9.07% |
$36K - $42.8K
|
6.73K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
582New |
$37.4K - $44.5K
|
582
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.1KNew |
$1.55M - $1.84M
|
24.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-952- 8.15% |
$61.2K - $72.8K
|
10.7K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 11.45% |
$175K - $209K
|
21.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 431.25% |
$4.44K - $5.28K
|
85
$5.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.32K- 74.08% |
$599K - $713K
|
3.26K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45K- 83.71% |
$286K - $340K
|
866
$56K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 76.92% |
$64.3K - $76.5K
|
300
$19.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
480New |
$30.9K - $36.7K
|
480
$31K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.2KNew |
$77.1K - $91.7K
|
1.2K
$77.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
130New |
$8.36K - $9.94K
|
130
$8.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 16.25% |
$836 - $994
|
93
$6.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.35% |
$771 - $917
|
3.43K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10New |
$643 - $765
|
10
$647
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
356New |
$22.9K - $27.2K
|
356
$23K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14New |
$900 - $1.07K
|
14
$905
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.56K- 12.7% |
$229K - $272K
|
24.5K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.71K- 7.65% |
$174K - $207K
|
32.8K
$2.12M
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.3KNew |
$231K - $258K
|
3.3K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139New |
$9.76K - $10.9K
|
139
$8.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$491 - $548
|
7
$453
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.45KNew |
$453K - $504K
|
6.45K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.26% |
$632 - $704
|
706
$45.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
130New |
$9.13K - $10.2K
|
130
$8.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
97.1KNew |
$6.81M - $7.59M
|
97.1K
$6.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200+ 22.52% |
$14K - $15.7K
|
1.09K
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.19K - $1.33K
|
17
$1.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-285- 0.18% |
$20K - $22.3K
|
162K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$217K - $242K
|
3.09K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
118New |
$8.28K - $9.23K
|
118
$7.63K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29.1K- 93.87% |
$2.04M - $2.28M
|
1.9K
$123K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89KNew |
$203K - $226K
|
2.89K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$8.1M - $9.03M
|
115K
$7.46M
|
|