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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.89KNew |
$259K - $273K
|
8.89K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 7.13% |
$48.7K - $51.3K
|
21.7K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.42K- 11.74% |
$217K - $228K
|
55.8K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
176K+ 56.97% |
$5.13M - $5.4M
|
484K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.3K- 82.37% |
$1.26M - $1.33M
|
9.27K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.7K- 55.01% |
$544K - $573K
|
15.3K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-151K- 77.23% |
$4.41M - $4.64M
|
44.6K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84.1K+ 10.66% |
$2.45M - $2.58M
|
872K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.48K- 5.58% |
$277K - $291K
|
160K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-66.7K- 11.59% |
$1.95M - $2.05M
|
509K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.2K+ 16.73% |
$560K - $589K
|
134K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
117K+ 93.3% |
$3.4M - $3.58M
|
242K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-59K- 18.99% |
$1.72M - $1.81M
|
252K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.49K- 9.33% |
$43.4K - $45.7K
|
14.5K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 74.51% |
$310K - $327K
|
3.64K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-819- 4.61% |
$23.9K - $25.2K
|
16.9K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.34KNew |
$214K - $226K
|
7.34K
$255K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.34K- 3.9% |
$243K - $256K
|
205K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 2.14% |
$390K - $411K
|
638K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1K+ 21.86% |
$29.2K - $30.7K
|
5.58K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.01% |
$87.5 - $92.2
|
35.3K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$344K - $363K
|
11.8K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
39.5K+ 13.78% |
$1.15M - $1.21M
|
326K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.7K- 17.01% |
$487K - $512K
|
81.4K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
1.33K+ 2.91% |
$38.8K - $40.9K
|
47.1K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.7KNew |
$488K - $514K
|
16.7K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.25KNew |
$65.7K - $69.2K
|
2.25K
$78.2K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
171KNew |
$4.99M - $5.25M
|
171K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-404K- 86.86% |
$11.8M - $12.4M
|
61.1K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.58K- 6.78% |
$46.1K - $48.5K
|
21.7K
$754K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
304+ 48.41% |
$8.87K - $9.34K
|
932
$32.4K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-132K- 29.6% |
$3.85M - $4.05M
|
314K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-243K- 16.34% |
$7.09M - $7.46M
|
1.24M
$43.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
948+ 9.05% |
$27.7K - $29.1K
|
11.4K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 26.51% |
$751K - $791K
|
123K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.75K+ 32.18% |
$255K - $269K
|
35.9K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.7K- 12.13% |
$662K - $697K
|
164K
$5.71M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 8.2% |
$345K - $363K
|
132K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-333- 76.38% |
$9.72K - $10.2K
|
103
$3.58K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8.95K+ 9.37% |
$261K - $275K
|
104K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.92KNew |
$202K - $213K
|
6.92K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-68.1K- 8.79% |
$1.99M - $2.09M
|
706K
$24.5M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-19.7K- 17.14% |
$575K - $606K
|
95.3K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-19.7K- 17.14% |
$575K - $606K
|
95.3K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.03K+ 4.89% |
$205K - $216K
|
151K
$5.24M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-307- 25.43% |
$8.96K - $9.43K
|
900
$31.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.41K+ 16.84% |
$99.5K - $105K
|
23.7K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.2K+ 21.61% |
$590K - $621K
|
114K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.96K+ 21.3% |
$115K - $122K
|
22.5K
$783K
|