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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
212New |
$7.18K - $7.81K
|
212
$8.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
168+ 0.37% |
$5.69K - $6.19K
|
45.2K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2- 0.02% |
$67.7 - $73.7
|
8.59K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
6.6KNew |
$223K - $243K
|
6.6K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-823- 12.02% |
$27.9K - $30.3K
|
6.02K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.74K+ 1.03% |
$58.9K - $64.1K
|
170K
$6.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
41KNew |
$1.39M - $1.51M
|
41K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
970+ 1.27% |
$32.8K - $35.8K
|
77.1K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.5K- 19.51% |
$523K - $570K
|
63.8K
$2.47M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6.7K+ 2.75% |
$227K - $247K
|
250K
$9.69M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-50- 0.05% |
$1.69K - $1.84K
|
98.8K
$3.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
65+ 0.5% |
$2.2K - $2.4K
|
13K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-2.81K- 5.22% |
$95K - $103K
|
50.9K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600New |
$20.3K - $22.1K
|
600
$23.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 26.58% |
$5.14M - $5.6M
|
723K
$28M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.33K- 4.77% |
$214K - $233K
|
126K
$4.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.48K+ 5.49% |
$287K - $312K
|
163K
$6.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.2K+ 22.57% |
$819K - $891K
|
131K
$5.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.5K+ 2.7% |
$593K - $646K
|
667K
$25.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-635- 1.85% |
$21.5K - $23.4K
|
33.7K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-686- 3.78% |
$23.2K - $25.3K
|
17.5K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
464+ 0.44% |
$15.7K - $17.1K
|
106K
$4.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.5K- 3.68% |
$560K - $609K
|
433K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5.12K- 0.68% |
$173K - $189K
|
743K
$28.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-4.21K- 13.47% |
$143K - $155K
|
27.1K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 14.14% |
$64.5K - $70.2K
|
15.4K
$595K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.37K- 11.66% |
$317K - $345K
|
71K
$2.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-69- 0.28% |
$2.34K - $2.54K
|
24.5K
$949K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.43K+ 10.13% |
$48.3K - $52.6K
|
15.5K
$600K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.88K- 16.03% |
$199K - $217K
|
30.8K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.97K- 17.54% |
$304K - $331K
|
42.2K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-151- 1.85% |
$5.11K - $5.57K
|
8K
$309K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-355- 3.21% |
$12K - $13.1K
|
10.7K
$414K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
9.26K+ 1.06% |
$313K - $341K
|
886K
$34.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.24K- 27.46% |
$75.7K - $82.4K
|
5.91K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.94K- 10.9% |
$201K - $219K
|
48.6K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.4K- 16.32% |
$183K - $199K
|
27.7K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-24.6K- 4.45% |
$832K - $906K
|
528K
$20.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 29.07% |
$221K - $240K
|
15.9K
$615K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.68KNew |
$159K - $173K
|
4.68K
$181K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.49K+ 11.54% |
$186K - $202K
|
53K
$2.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
476+ 1.65% |
$16.1K - $17.5K
|
29.4K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
84.1KNew |
$2.85M - $3.1M
|
84.1K
$3.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.27K- 2.76% |
$178K - $194K
|
186K
$7.18M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42.4K- 59.31% |
$1.43M - $1.56M
|
29.1K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.27K- 1.41% |
$43.1K - $46.9K
|
89K
$3.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-110- 4.33% |
$3.72K - $4.05K
|
2.43K
$94.1K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.7K- 27.28% |
$1.75M - $2.25M
|
175K
$6.77M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.25K+ 21.33% |
$86.8K - $111K
|
18.5K
$716K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.66K- 11.74% |
$71K - $91K
|
20K
$774K
|
|