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 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 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
|
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
|
|
|
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 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$191K - $216K
|
3.04K
$196K
|
|
| Q1 2024 | |||||||
|
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
|
|
| 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
$268K
|
|
|
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
$89.7K
|
|
| 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
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4Closed |
$192 - $219
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
$4.03K - $4.82K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
330New |
$13.3K - $15.9K
|
330
$21.3K
|
|
| Q2 2020 | |||||||
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-75Closed |
$2.14K - $2.84K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-906Closed |
$25.9K - $34.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-11KClosed |
$292K - $481K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-980Closed |
$26.1K - $42.9K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-389Closed |
$10.3K - $17K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-331Closed |
$8.8K - $14.5K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
359New |
$9.55K - $15.7K
|
359
$23.2K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.35KClosed |
$214K - $237K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-495Closed |
$18.6K - $21K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-375Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
350New |
N/A
|
350
$22.6K
|
|
|
Nov 13, 2018
Q3 2018
|
Altshuler Shaham LTD
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|