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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
130New |
$8.36K - $9.94K
|
130
$8.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.43K - $7.65K
|
100
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 431.25% |
$4.44K - $5.28K
|
85
$5.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14New |
$900 - $1.07K
|
14
$905
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$8.1M - $9.03M
|
115K
$7.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
97.1KNew |
$6.81M - $7.59M
|
97.1K
$6.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.45KNew |
$453K - $504K
|
6.45K
$417K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.3KNew |
$231K - $258K
|
3.3K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$217K - $242K
|
3.09K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.93KNew |
$206K - $229K
|
2.93K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89KNew |
$203K - $226K
|
2.89K
$187K
|
|
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200+ 22.52% |
$14K - $15.7K
|
1.09K
$70.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139New |
$9.76K - $10.9K
|
139
$8.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
130New |
$9.13K - $10.2K
|
130
$8.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
118New |
$8.28K - $9.23K
|
118
$7.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.19K - $1.33K
|
17
$1.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$491 - $548
|
7
$453
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$1.01M - $1.14M
|
16K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$191K - $216K
|
3.04K
$196K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$18.9K - $21.3K
|
300
$19.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$2.84K - $3.2K
|
45
$2.91K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.33K+ 25.54% |
$311K - $343K
|
26.2K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$232K - $255K
|
3.96K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.3KNew |
$193K - $212K
|
3.3K
$213K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$3.86K - $4.25K
|
66
$4.27K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.83K - $3.22K
|
54
$3.49K
|
|
| 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
|
|
| 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 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
502New |
$23.1K - $26K
|
502
$32.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
37New |
$1.71K - $1.92K
|
37
$2.39K
|
|
| Q3 2021 | |||||||
|
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
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
330New |
$13.3K - $15.9K
|
330
$21.3K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
359New |
$9.55K - $15.7K
|
359
$23.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
350New |
N/A
|
350
$22.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
95New |
N/A
|
95
$6.14K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$64.7
|
|