Purchases and Sales Made in Q4 2024 in Columbia ETF Tr Ii Columbia In (INCO)
This table provides information about the institutional ownership of Columbia ETF Tr Ii Columbia In (INCO) during Q4 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR II COLUMBIA IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 76.92% |
$64.3K - $76.5K
|
300
$17.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.31K- 2.56% |
$84.1K - $100K
|
49.7K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 30.19% |
$106K - $126K
|
3.82K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.83K- 91.4% |
$118K - $140K
|
172
$10K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 6.1% |
$142K - $169K
|
34K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$166K - $197K
|
227K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.71K- 7.65% |
$174K - $207K
|
32.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 11.45% |
$175K - $209K
|
21.1K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.56K- 12.7% |
$229K - $272K
|
24.5K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45K- 83.71% |
$286K - $340K
|
866
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 31.23% |
$293K - $349K
|
10K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.58K- 28.12% |
$295K - $350K
|
11.7K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.32K- 74.08% |
$599K - $713K
|
3.26K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6K- 14.21% |
$746K - $887K
|
70K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-12.2K- 33.47% |
$784K - $933K
|
24.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.3K- 9.23% |
$3.23M - $3.85M
|
495K
$28.9M
|