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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 7.61% |
$392K - $432K
|
187K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.28K+ 46.81% |
$67.4K - $74.4K
|
7.14K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.76% |
$1.01K - $1.11K
|
1.26K
$37.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$312K - $344K
|
10.5K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35.7KNew |
$1.06M - $1.17M
|
35.7K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.03K- 46.12% |
$30.6K - $33.7K
|
1.21K
$35.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
37+ 2.69% |
$1.1K - $1.21K
|
1.41K
$41.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
8.04KNew |
$238K - $263K
|
8.04K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
31K+ 48.11% |
$919K - $1.01M
|
95.6K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1KNew |
$389K - $429K
|
13.1K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.26K- 1.33% |
$37.4K - $41.2K
|
93.5K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.13K+ 5.08% |
$33.3K - $36.8K
|
23.3K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.5K+ 4.44% |
$103K - $114K
|
82.2K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
816New |
$24.2K - $26.7K
|
816
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
65.7K+ 10.01% |
$1.94M - $2.15M
|
722K
$21.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
950New |
$28.1K - $31K
|
950
$28.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
292+ 1.6% |
$8.64K - $9.54K
|
18.6K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.5K+ 8.73% |
$342K - $377K
|
144K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
4.78K+ 0.62% |
$142K - $156K
|
774K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5K+ 5.5% |
$148K - $163K
|
95.9K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.3K+ 4.88% |
$423K - $467K
|
307K
$9.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.9KNew |
$323K - $357K
|
10.9K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.98K+ 21.2% |
$88.3K - $97.5K
|
17.1K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.78K- 31.37% |
$230K - $254K
|
17K
$504K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
564New |
$16.7K - $18.4K
|
564
$16.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.1KNew |
$626K - $691K
|
21.1K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.4K+ 1.89% |
$426K - $470K
|
776K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
865+ 2.36% |
$25.6K - $28.3K
|
37.5K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 32.39% |
$389K - $429K
|
27.4K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
18.4K+ 13.85% |
$544K - $601K
|
151K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.35K+ 3.77% |
$158K - $175K
|
147K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
8.48K+ 4.74% |
$251K - $277K
|
187K
$5.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 4.71% |
$2.96K - $3.27K
|
2.22K
$65.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 7.41% |
$171K - $189K
|
72.2K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 25.27% |
$38.3K - $42.3K
|
6.41K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
34+ 0.18% |
$1.01K - $1.11K
|
18.9K
$560K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.07K+ 9.05% |
$31.7K - $35K
|
12.9K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
108+ 0.4% |
$3.2K - $3.53K
|
27.2K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 12.88% |
$51.9K - $57.3K
|
11.9K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 9.76% |
$362K - $400K
|
138K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.58K+ 7.75% |
$46.6K - $51.5K
|
21.9K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
37New |
$1.1K - $1.21K
|
37
$1.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.91K+ 8.38% |
$234K - $258K
|
102K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.73K+ 2.88% |
$80.7K - $89.1K
|
97.5K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-63.3K- 39.89% |
$1.87M - $2.07M
|
95.4K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
81.5KNew |
$2.41M - $2.66M
|
81.5K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 2.75% |
$740 - $817
|
933
$27.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.37K+ 0.3% |
$40.6K - $44.8K
|
465K
$13.8M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.7KNew |
$502K - $563K
|
16.7K
$493K
|
|