Latest Institutional Purchases of Columbia ETF Tr Ii Columbia In (INCO)
This list provides information on the latest institutional transactions involving Columbia ETF Tr Ii Columbia In (INCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 30.29% |
$2.22M - $2.54M
|
166K
$10.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.5K+ 13.96% |
$2.16M - $2.46M
|
306K
$19.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.6KNew |
$1.7M - $1.94M
|
29.6K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 43.43% |
$1.59M - $1.82M
|
91.4K
$5.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
16.1K+ 75.78% |
$925K - $1.06M
|
37.3K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.37KNew |
$481K - $550K
|
8.37K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.59KNew |
$263K - $301K
|
4.59K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.51KNew |
$259K - $296K
|
4.51K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.84K+ 86.37% |
$221K - $252K
|
8.28K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.76K+ 39.76% |
$216K - $247K
|
13.2K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.3KNew |
$190K - $217K
|
3.3K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.25KNew |
$187K - $213K
|
3.25K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 13.99% |
$157K - $180K
|
22.3K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28K+ 9.22% |
$73.3K - $83.8K
|
15.1K
$948K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.12K+ 15.19% |
$64.6K - $73.8K
|
8.52K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
957+ 366.67% |
$55K - $62.8K
|
1.22K
$76.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
909+ 12.05% |
$52.2K - $59.7K
|
8.46K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
849+ 2.6% |
$48.8K - $55.7K
|
33.5K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
779+ 20.56% |
$44.8K - $51.1K
|
4.57K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
777+ 3.53% |
$44.6K - $51K
|
22.8K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
492+ 2.46% |
$28.3K - $32.3K
|
20.5K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
458+ 25.1% |
$26.3K - $30.1K
|
2.28K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83+ 0.18% |
$4.77K - $5.45K
|
46.9K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35+ 1.0% |
$2.01K - $2.3K
|
3.55K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.63% |
$1.55K - $1.77K
|
4.31K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
39.8K+ 43.56% |
$2.21M - $2.65M
|
131K
$8.22M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.9K+ 284.51% |
$1.16M - $1.39M
|
28.2K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.77KNew |
$210K - $251K
|
3.77K
$236K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.31K+ 33.8% |
$72.7K - $86.9K
|
5.17K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
720New |
$40K - $47.9K
|
720
$45.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 200.0% |
$33.4K - $39.9K
|
900
$56.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
522New |
$29K - $34.7K
|
522
$32.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
487+ 5.32% |
$27.1K - $32.4K
|
9.64K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
309+ 6.84% |
$17.2K - $20.5K
|
4.83K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$16.7K - $20K
|
300
$18.8K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 6.33% |
$15.8K - $19K
|
4.79K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
88New |
$4.89K - $5.85K
|
88
$5.52K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$556 - $665
|
10
$627
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$334 - $399
|
6
$376
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.2KNew |
$77.1K - $91.7K
|
1.2K
$75.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
823New |
$52.9K - $62.9K
|
823
$51.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
582New |
$37.4K - $44.5K
|
582
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
560+ 9.07% |
$36K - $42.8K
|
6.73K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
480New |
$30.9K - $36.7K
|
480
$30.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
356New |
$22.9K - $27.2K
|
356
$22.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
200+ 5.07% |
$12.9K - $15.3K
|
4.14K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
130New |
$8.36K - $9.94K
|
130
$8.15K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.43K - $7.65K
|
100
$6.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 431.25% |
$4.44K - $5.28K
|
85
$5.33K
|
|