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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-200K- 32.74% |
$5.34M - $6.84M
|
411K
$15.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.75KNew |
$127K - $162K
|
4.75K
$182K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
900+ 16.14% |
$24K - $30.8K
|
6.48K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 13.02% |
$39.7K - $50.8K
|
12.9K
$494K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.68K- 91.01% |
$178K - $228K
|
660
$25.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.45K- 4.27% |
$119K - $152K
|
99.6K
$3.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.94K+ 11.1% |
$105K - $135K
|
39.4K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
195+ 46.99% |
$5.2K - $6.67K
|
610
$23.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$35.2K - $45.1K
|
1.32K
$50.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
416+ 5.29% |
$11.1K - $14.2K
|
8.28K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.14KNew |
$137K - $176K
|
5.14K
$197K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.41KNew |
$171K - $219K
|
6.41K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.8K- 24.85% |
$1.81M - $2.32M
|
205K
$7.84M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 94.03% |
$57.5K - $60.5K
|
125
$4.78K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
950New |
$27.7K - $29.2K
|
950
$36.3K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 74.51% |
$310K - $327K
|
3.64K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.25KNew |
$65.7K - $69.2K
|
2.25K
$86.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$344K - $363K
|
11.8K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.58K- 6.78% |
$46.1K - $48.5K
|
21.7K
$831K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-333- 76.38% |
$9.72K - $10.2K
|
103
$3.94K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-307- 25.43% |
$8.96K - $9.43K
|
900
$34.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82KNew |
$53K - $55.8K
|
1.82K
$69.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
77.2KNew |
$2.25M - $2.37M
|
77.2K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169New |
$4.93K - $5.19K
|
169
$6.47K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-140K- 95.22% |
$4.09M - $4.3M
|
7.03K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-424- 45.44% |
$12.4K - $13K
|
509
$19.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-47.1K- 22.07% |
$1.38M - $1.45M
|
166K
$6.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-92- 52.27% |
$2.68K - $2.83K
|
84
$3.21K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.48K- 12.48% |
$43.2K - $45.5K
|
10.4K
$397K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.37K- 40.88% |
$159K - $175K
|
7.76K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.15% |
$1.01K - $1.11K
|
22.4K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-94.4K- 77.19% |
$2.79M - $3.08M
|
27.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$310K - $342K
|
10.5K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
31KNew |
$917K - $1.01M
|
31K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30.8KNew |
$911K - $1.01M
|
30.8K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.09KNew |
$32.2K - $35.5K
|
1.09K
$41.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.54K- 3.26% |
$164K - $181K
|
164K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.74K+ 52.15% |
$111K - $122K
|
10.9K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.97K+ 4.13% |
$236K - $260K
|
201K
$7.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.6K- 38.43% |
$934K - $1.03M
|
50.5K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.76% |
$1.01K - $1.11K
|
1.26K
$48.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$312K - $344K
|
10.5K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
37+ 2.69% |
$1.1K - $1.21K
|
1.41K
$54.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1KNew |
$389K - $429K
|
13.1K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
950New |
$28.1K - $31K
|
950
$36.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.1KNew |
$626K - $691K
|
21.1K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
37New |
$1.1K - $1.21K
|
37
$1.42K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.7KNew |
$502K - $563K
|
16.7K
$637K
|
|