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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89KNew |
$203K - $226K
|
2.89K
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-14.1K- 5.79% |
$990K - $1.1M
|
229K
$14.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29.1K- 93.87% |
$2.04M - $2.28M
|
1.9K
$123K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
455+ 15.83% |
$31.9K - $35.6K
|
3.33K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$8.1M - $9.03M
|
115K
$7.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.93KNew |
$206K - $229K
|
2.93K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.14K+ 32.64% |
$79.9K - $89K
|
4.62K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.54K- 3.54% |
$108K - $121K
|
42.1K
$2.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 46.69% |
$1.14M - $1.27M
|
51K
$3.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.25K- 20.68% |
$298K - $333K
|
16.3K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.3KNew |
$91.3K - $102K
|
1.3K
$84.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18.7K+ 94.3% |
$1.31M - $1.46M
|
38.5K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-493- 14.51% |
$34.6K - $38.6K
|
2.9K
$188K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.54KNew |
$223K - $252K
|
3.54K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.1K+ 97.4% |
$1.02M - $1.14M
|
32.7K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.8K- 86.32% |
$2.26M - $2.54M
|
5.68K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$1.01M - $1.14M
|
16K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 17.17% |
$220K - $248K
|
23.8K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.5K+ 17.77% |
$347K - $391K
|
36.5K
$2.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10.4K+ 37.98% |
$655K - $739K
|
37.8K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$2.84K - $3.2K
|
45
$2.91K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$18.9K - $21.3K
|
300
$19.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
80New |
$5.04K - $5.68K
|
80
$5.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$191K - $216K
|
3.04K
$197K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$1.08M - $1.18M
|
18.4K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.1KNew |
$646K - $712K
|
11.1K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$232K - $255K
|
3.96K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.33K+ 25.54% |
$311K - $343K
|
26.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$3.86K - $4.25K
|
66
$4.27K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.3KNew |
$193K - $212K
|
3.3K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-28.5K- 44.58% |
$1.67M - $1.84M
|
35.5K
$2.29M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.83K - $3.22K
|
54
$3.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.49K- 25.73% |
$130K - $149K
|
7.18K
$464K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.15KNew |
$212K - $226K
|
4.15K
$269K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
280+ 5.05% |
$14.3K - $15.2K
|
5.83K
$377K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
81+ 0.84% |
$4.14K - $4.4K
|
9.67K
$625K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.45KNew |
$409K - $439K
|
9.45K
$611K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-556- 9.67% |
$24.1K - $25.8K
|
5.19K
$336K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
128New |
$5.71K - $6.88K
|
128
$8.28K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.81KClosed |
$222K - $249K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
37New |
$1.71K - $1.92K
|
37
$2.39K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
502New |
$23.1K - $26K
|
502
$32.5K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.22KClosed |
$54.9K - $68.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-200- 12.59% |
$8.99K - $11.2K
|
1.39K
$89.8K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-267Closed |
$13.5K - $16.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-497Closed |
$25.1K - $30.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.89KClosed |
$206K - $228K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
515New |
$27.3K - $30.1K
|
515
$33.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.14K+ 16.23% |
$54.7K - $62.4K
|
8.16K
$528K
|
|