Latest Institutional Transactions on Columbia ETF Tr Ii (XCEM)
This table provides information on the latest institutional transactions involving Columbia ETF Tr Ii (XCEM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 4.08% |
$175K - $225K
|
154K
$5.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.84K- 30.87% |
$102K - $131K
|
8.59K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54KNew |
$67.8K - $86.9K
|
2.54K
$88.3K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-95- 0.73% |
$2.53K - $3.25K
|
12.9K
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36.1K- 33.57% |
$963K - $1.23M
|
71.4K
$2.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88.9K- 79.85% |
$2.37M - $3.04M
|
22.4K
$779K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.07K- 52.7% |
$242K - $310K
|
8.14K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.15K+ 8.05% |
$57.4K - $73.6K
|
28.9K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.98K+ 3.41% |
$79.5K - $102K
|
90.3K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
248K+ 49.53% |
$6.61M - $8.47M
|
748K
$26M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.56K+ 2.12% |
$68.2K - $87.4K
|
123K
$4.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-23.6K- 11.39% |
$629K - $805K
|
183K
$6.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-241K- 30.31% |
$6.42M - $8.22M
|
553K
$19.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.19K+ 5.06% |
$245K - $314K
|
191K
$6.63M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.9K+ 3.02% |
$77.3K - $99K
|
98.9K
$3.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-24K- 26.63% |
$641K - $821K
|
66.2K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-94.7K- 92.08% |
$2.53M - $3.24M
|
8.15K
$283K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
8.55K+ 0.98% |
$228K - $292K
|
877K
$30.5M
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
289K+ 58.73% |
$8.42M - $8.86M
|
780K
$27.1M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.3K+ 378.42% |
$67K - $70.6K
|
2.9K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-250- 0.7% |
$7.3K - $7.68K
|
35.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.08K+ 4.13% |
$89.9K - $94.6K
|
77.7K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58K- 6.52% |
$46.1K - $48.6K
|
22.7K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 1.45% |
$173K - $182K
|
415K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.16KNew |
$209K - $220K
|
7.16K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
489K+ 725.78% |
$14.3M - $15M
|
556K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.48K- 5.58% |
$277K - $291K
|
160K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.89K+ 5.04% |
$55.1K - $58K
|
39.4K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.6K+ 12.13% |
$338K - $356K
|
107K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19M- 29.97% |
$34.6M - $36.4M
|
2.77M
$96.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 4.22% |
$48.1K - $50.7K
|
40.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
53+ 0.28% |
$1.55K - $1.63K
|
19.1K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
950New |
$27.7K - $29.2K
|
950
$33K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.42K- 5.66% |
$158K - $166K
|
90.3K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$392K - $413K
|
13.4K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 14.52% |
$726K - $764K
|
146K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 3953.02% |
$1.3M - $1.37M
|
45.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 94.03% |
$57.5K - $60.5K
|
125
$4.34K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-217K- 5.8% |
$6.34M - $6.67M
|
3.53M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92.4K- 14.43% |
$2.7M - $2.84M
|
548K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.15K+ 15.18% |
$209K - $220K
|
54.2K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.33K- 10.98% |
$185K - $194K
|
51.3K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
686+ 1.79% |
$20K - $21.1K
|
39.1K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
406K+ 265.03% |
$11.9M - $12.5M
|
560K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-57.7K- 36.58% |
$1.68M - $1.77M
|
100K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.89K+ 34.7% |
$114K - $120K
|
15.1K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
237K+ 381.96% |
$6.92M - $7.28M
|
299K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-70- 1.6% |
$2.04K - $2.15K
|
4.31K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-321K- 94.31% |
$9.38M - $9.87M
|
19.4K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
176K+ 56.97% |
$5.13M - $5.4M
|
484K
$16.8M
|
|