Latest Institutional Purchases of Columbia ETF Tr Ii (XCEM)
This list provides information on the latest institutional transactions involving Columbia ETF Tr Ii (XCEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 26.58% |
$5.14M - $5.6M
|
723K
$28M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
84.1KNew |
$2.85M - $3.1M
|
84.1K
$3.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
41KNew |
$1.39M - $1.51M
|
41K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.2K+ 22.57% |
$819K - $891K
|
131K
$5.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.5K+ 2.7% |
$593K - $646K
|
667K
$25.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
9.26K+ 1.06% |
$313K - $341K
|
886K
$34.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.48K+ 5.49% |
$287K - $312K
|
163K
$6.3M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6.7K+ 2.75% |
$227K - $247K
|
250K
$9.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
6.6KNew |
$223K - $243K
|
6.6K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.49K+ 11.54% |
$186K - $202K
|
53K
$2.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.68KNew |
$159K - $173K
|
4.68K
$181K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 14.14% |
$64.5K - $70.2K
|
15.4K
$595K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.74K+ 1.03% |
$58.9K - $64.1K
|
170K
$6.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.43K+ 10.13% |
$48.3K - $52.6K
|
15.5K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
970+ 1.27% |
$32.8K - $35.8K
|
77.1K
$2.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600New |
$20.3K - $22.1K
|
600
$23.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
476+ 1.65% |
$16.1K - $17.5K
|
29.4K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
464+ 0.44% |
$15.7K - $17.1K
|
106K
$4.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
212New |
$7.18K - $7.81K
|
212
$8.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
168+ 0.37% |
$5.69K - $6.19K
|
45.2K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
65+ 0.5% |
$2.2K - $2.4K
|
13K
$501K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06M+ 192.92% |
$28.2M - $36.1M
|
1.6M
$62.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
453K+ 52.29% |
$12.1M - $15.5M
|
1.32M
$51.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
241K+ 468.84% |
$6.42M - $8.22M
|
292K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
145KNew |
$3.87M - $4.96M
|
145K
$5.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124K+ 112.56% |
$3.3M - $4.22M
|
233K
$9.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
99.9K+ 586.87% |
$2.66M - $3.41M
|
117K
$4.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.3K+ 172.95% |
$1.61M - $2.06M
|
95.1K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45KNew |
$1.2M - $1.54M
|
45K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45K+ 1.62% |
$1.2M - $1.54M
|
2.82M
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.9K+ 32.79% |
$1.17M - $1.5M
|
178K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
37K+ 8.92% |
$986K - $1.26M
|
452K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19.3K+ 127.98% |
$516K - $661K
|
34.5K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.2KNew |
$432K - $553K
|
16.2K
$626K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7KNew |
$418K - $536K
|
15.7K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 39.95% |
$417K - $534K
|
54.7K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 22.31% |
$323K - $413K
|
66.3K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.9K+ 7.9% |
$318K - $407K
|
163K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 23.7% |
$282K - $361K
|
55.1K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9.5K+ 1.22% |
$253K - $325K
|
789K
$30.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.96K+ 53.6% |
$239K - $306K
|
25.7K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.91K+ 19.14% |
$238K - $305K
|
55.5K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.8KNew |
$235K - $301K
|
8.8K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
7.95KNew |
$212K - $272K
|
7.95K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.82K+ 28.8% |
$182K - $233K
|
30.5K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.41KNew |
$171K - $219K
|
6.41K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.46K+ 2.93% |
$146K - $187K
|
192K
$7.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.14KNew |
$137K - $176K
|
5.14K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.87K+ 3.04% |
$130K - $166K
|
165K
$6.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.87K+ 3.04% |
$130K - $166K
|
165K
$6.39M
|
|