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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
340+ 0.06% |
$9.92K - $10.4K
|
611K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.75K- 2.02% |
$285K - $300K
|
472K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
442K+ 104.17% |
$12.9M - $13.6M
|
866K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1K+ 46.96% |
$325K - $342K
|
34.9K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-27.2K- 45.63% |
$794K - $836K
|
32.4K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.53K+ 6.7% |
$191K - $201K
|
104K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.4K+ 5.09% |
$216K - $227K
|
153K
$5.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.44K+ 109.77% |
$71.1K - $74.9K
|
4.66K
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-816- 50.0% |
$23.8K - $25.1K
|
816
$28.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
124KNew |
$3.62M - $3.81M
|
124K
$4.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.86KNew |
$229K - $242K
|
7.86K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-112- 0.94% |
$3.27K - $3.44K
|
11.8K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82KNew |
$53K - $55.8K
|
1.82K
$63.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.8K- 74.12% |
$812K - $855K
|
9.72K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
833+ 7.07% |
$24.3K - $25.6K
|
12.6K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169New |
$4.93K - $5.19K
|
169
$5.87K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.71K+ 8.66% |
$108K - $114K
|
46.6K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.36K- 1.74% |
$127K - $134K
|
247K
$8.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
77.2KNew |
$2.25M - $2.37M
|
77.2K
$2.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.82K- 1.57% |
$141K - $148K
|
303K
$10.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-140K- 95.22% |
$4.09M - $4.3M
|
7.03K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-424- 45.44% |
$12.4K - $13K
|
509
$17.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
553+ 7.69% |
$16.1K - $17K
|
7.75K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.79K+ 9.39% |
$198K - $208K
|
79K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-7.45K- 7.81% |
$217K - $229K
|
88K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-83.6K- 92.03% |
$2.44M - $2.57M
|
7.23K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-486- 2.85% |
$14.2K - $14.9K
|
16.6K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41.4K- 27.39% |
$1.21M - $1.27M
|
110K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-44.1K- 23.56% |
$1.29M - $1.36M
|
143K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-47.1K- 22.07% |
$1.38M - $1.45M
|
166K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-50.6K- 62.09% |
$1.48M - $1.55M
|
30.9K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.8K+ 35.4% |
$1.42M - $1.5M
|
186K
$6.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-92- 52.27% |
$2.68K - $2.83K
|
84
$2.92K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.67K+ 22.99% |
$77.9K - $82.1K
|
14.3K
$496K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.48K- 12.48% |
$43.2K - $45.5K
|
10.4K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
72.7K+ 12.77% |
$2.12M - $2.23M
|
642K
$22.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.43K+ 30.54% |
$158K - $167K
|
23.2K
$806K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-48K- 23.37% |
$1.4M - $1.47M
|
157K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.23K+ 1.28% |
$64.9K - $68.4K
|
176K
$6.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.4K+ 17.89% |
$1.21M - $1.27M
|
273K
$9.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-72.9K- 62.73% |
$2.13M - $2.24M
|
43.3K
$1.5M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 14.71% |
$763K - $843K
|
150K
$5.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.37K- 40.88% |
$159K - $175K
|
7.76K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.15% |
$1.01K - $1.11K
|
22.4K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.17KNew |
$64.2K - $70.9K
|
2.17K
$75.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-94.4K- 77.19% |
$2.79M - $3.08M
|
27.9K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$310K - $342K
|
10.5K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
31KNew |
$917K - $1.01M
|
31K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30.8KNew |
$911K - $1.01M
|
30.8K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.09KNew |
$32.2K - $35.5K
|
1.09K
$37.8K
|
|