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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.54K- 3.26% |
$164K - $181K
|
164K
$5.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.74K+ 52.15% |
$111K - $122K
|
10.9K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-617- 72.16% |
$18.3K - $20.2K
|
238
$8.27K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.97K+ 4.13% |
$236K - $260K
|
201K
$6.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.6K- 38.43% |
$934K - $1.03M
|
50.5K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.28K+ 46.81% |
$67.4K - $74.4K
|
7.14K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.76% |
$1.01K - $1.11K
|
1.26K
$43.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$312K - $344K
|
10.5K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1KNew |
$389K - $429K
|
13.1K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
8.04KNew |
$238K - $263K
|
8.04K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
37+ 2.69% |
$1.1K - $1.21K
|
1.41K
$49.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
950New |
$28.1K - $31K
|
950
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.78K- 31.37% |
$230K - $254K
|
17K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.1KNew |
$626K - $691K
|
21.1K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
34+ 0.18% |
$1.01K - $1.11K
|
18.9K
$656K
|
|
|
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
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
37New |
$1.1K - $1.21K
|
37
$1.29K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.58K+ 7.75% |
$46.6K - $51.5K
|
21.9K
$761K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-183K- 95.09% |
$5.51M - $6.17M
|
9.44K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.7KNew |
$502K - $563K
|
16.7K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 6.15% |
$33.4K - $37.4K
|
16.9K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.56K- 8.16% |
$47K - $52.6K
|
17.5K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-49- 2.21% |
$1.48K - $1.66K
|
2.17K
$75.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.24KNew |
$188K - $211K
|
6.24K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
33.1K+ 39.09% |
$998K - $1.12M
|
118K
$4.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
84.2KNew |
$2.54M - $2.84M
|
84.2K
$2.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 21.43% |
$181 - $203
|
34
$1.18K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
404+ 0.9% |
$12.2K - $13.7K
|
45.3K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1K+ 6.35% |
$364K - $408K
|
202K
$7.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-79.8K- 12.82% |
$2.41M - $2.7M
|
543K
$18.9M
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$36.4K - $39.1K
|
1.22K
$42.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
946New |
$28.1K - $30.2K
|
946
$32.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.6KNew |
$226K - $243K
|
7.6K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
451KNew |
$13.4M - $14.4M
|
451K
$15.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$6.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
76.3KNew |
$2.27M - $2.44M
|
76.3K
$2.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9K+ 65.31% |
$1.39M - $1.5M
|
119K
$4.13M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
17.7K+ 10.16% |
$508K - $550K
|
192K
$6.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.51K+ 7.62% |
$129K - $140K
|
63.6K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2K+ 2.38% |
$34.5K - $37.3K
|
51.5K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.74K+ 13.31% |
$49.9K - $54.1K
|
14.8K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
554New |
$15.9K - $17.2K
|
554
$19.2K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
137KNew |
$3.94M - $4.27M
|
137K
$4.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$267K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.66K- 5.19% |
$43.4K - $50.3K
|
30.3K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
71.7KNew |
$1.88M - $2.17M
|
71.7K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38New |
$995 - $1.15K
|
38
$1.32K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
76.2K+ 745.47% |
$1.99M - $2.31M
|
86.4K
$3M
|
|