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 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.98K- 1.59% |
$241K - $270K
|
494K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.35K+ 4338.71% |
$40.6K - $45.4K
|
1.38K
$42.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-90.1K- 68.96% |
$2.72M - $3.04M
|
40.5K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.86K+ 21.82% |
$86.3K - $96.6K
|
16K
$498K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.4K- 10.32% |
$374K - $419K
|
108K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
19.6K+ 12.34% |
$592K - $664K
|
179K
$5.58M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
471+ 4.15% |
$14.2K - $15.9K
|
11.8K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.5K+ 11.32% |
$406K - $455K
|
132K
$4.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.37K- 5.93% |
$252K - $283K
|
133K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.78K- 0.49% |
$114K - $128K
|
762K
$23.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.9K+ 14.41% |
$359K - $402K
|
94.5K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
48.3K+ 38.53% |
$1.46M - $1.63M
|
174K
$5.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
30.5K+ 17.59% |
$919K - $1.03M
|
204K
$6.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.4K- 10.88% |
$374K - $419K
|
102K
$3.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.7K+ 4.85% |
$51.1K - $57.3K
|
36.6K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 13.98% |
$79.2K - $88.7K
|
16.1K
$504K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
17.5K+ 27.39% |
$527K - $590K
|
81.3K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 32.05% |
$616K - $690K
|
84.1K
$2.62M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-4.7K- 5.33% |
$142K - $159K
|
83.6K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.13K+ 3.43% |
$155K - $173K
|
154K
$4.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23K+ 24.68% |
$693K - $776K
|
116K
$3.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.86K+ 38.11% |
$86.2K - $96.5K
|
10.4K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
84.2KNew |
$2.54M - $2.84M
|
84.2K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
27.1K+ 18.92% |
$817K - $915K
|
170K
$5.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
23.2K+ 3.6% |
$701K - $785K
|
669K
$20.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.2K+ 7.68% |
$430K - $481K
|
200K
$6.23M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
84.2K+ 10.74% |
$2.54M - $2.84M
|
868K
$27.1M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
396K+ 262.38% |
$11.7M - $12.6M
|
546K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52.5KNew |
$1.56M - $1.68M
|
52.5K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.12KNew |
$152K - $163K
|
5.12K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-406- 32.2% |
$12.1K - $13K
|
855
$26.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$36.4K - $39.1K
|
1.22K
$38.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6.28KNew |
$186K - $200K
|
6.28K
$196K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
946New |
$28.1K - $30.2K
|
946
$29.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75+ 1.67% |
$2.23K - $2.39K
|
4.58K
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.6KNew |
$226K - $243K
|
7.6K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
451KNew |
$13.4M - $14.4M
|
451K
$14.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$6.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
76.3KNew |
$2.27M - $2.44M
|
76.3K
$2.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-12.9K- 40.66% |
$384K - $413K
|
18.9K
$589K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9K+ 65.31% |
$1.39M - $1.5M
|
119K
$3.71M
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 78.07% |
$10.2K - $11.1K
|
100
$3.12K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.51K+ 7.62% |
$129K - $140K
|
63.6K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
17.7K+ 10.16% |
$508K - $550K
|
192K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-504- 33.05% |
$14.5K - $15.7K
|
1.02K
$31.9K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2K+ 2.38% |
$34.5K - $37.3K
|
51.5K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-700Closed |
$20.1K - $21.8K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
554New |
$15.9K - $17.2K
|
554
$17.3K
|
|