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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
23.3K+ 2.63% |
$838K - $907K
|
909K
$34.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.84KNew |
$319K - $345K
|
8.84K
$338K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.43KNew |
$196K - $212K
|
5.43K
$208K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.82K+ 29.2% |
$102K - $110K
|
12.5K
$478K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.66K+ 1.43% |
$95.9K - $104K
|
188K
$7.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.32K+ 8.58% |
$83.6K - $90.5K
|
29.4K
$1.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.31K+ 0.2% |
$47.2K - $51.1K
|
668K
$25.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 1.33% |
$3.06K - $3.31K
|
6.5K
$249K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 3.14% |
$576 - $624
|
525
$20.1K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
742KNew |
$25.1M - $27.4M
|
742K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
244K+ 3662.71% |
$8.27M - $9.01M
|
251K
$9.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
232K+ 8.24% |
$7.86M - $8.55M
|
3.05M
$117M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 26.58% |
$5.14M - $5.6M
|
723K
$27.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102K+ 7.7% |
$3.44M - $3.74M
|
1.42M
$54.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
96.8K+ 968.58% |
$3.28M - $3.57M
|
107K
$4.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
84.1KNew |
$2.85M - $3.1M
|
84.1K
$3.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
57.2K+ 24.17% |
$1.94M - $2.11M
|
294K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
41KNew |
$1.39M - $1.51M
|
41K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
34.7KNew |
$1.17M - $1.28M
|
34.7K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
30.2KNew |
$1.02M - $1.11M
|
30.2K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 259.38% |
$870K - $947K
|
35.6K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 1.53% |
$830K - $904K
|
1.63M
$62.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.2K+ 22.57% |
$819K - $891K
|
131K
$5.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.2K+ 40.32% |
$752K - $819K
|
77.3K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 0.71% |
$683K - $743K
|
2.86M
$109M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.8K+ 15.24% |
$637K - $694K
|
142K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.8K+ 2.19% |
$635K - $691K
|
876K
$33.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.7K+ 28.19% |
$633K - $689K
|
85K
$3.25M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.3K+ 78.72% |
$517K - $563K
|
34.7K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.2K+ 4.86% |
$480K - $523K
|
306K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$438K - $477K
|
12.9K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.52K+ 7.73% |
$322K - $351K
|
133K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.93KNew |
$302K - $329K
|
8.93K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.48K+ 5.49% |
$287K - $312K
|
163K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.59KNew |
$257K - $280K
|
7.59K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.88KNew |
$233K - $253K
|
6.88K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6.7K+ 2.75% |
$227K - $247K
|
250K
$9.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
6.6KNew |
$223K - $243K
|
6.6K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.43K+ 17.12% |
$218K - $237K
|
44K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.18K+ 30.46% |
$209K - $228K
|
26.5K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.1K+ 4.08% |
$206K - $225K
|
156K
$5.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 160.67% |
$206K - $224K
|
9.86K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.83K+ 3.33% |
$197K - $215K
|
181K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.81KNew |
$197K - $214K
|
5.81K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
5.79K+ 29.31% |
$196K - $213K
|
25.5K
$977K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.49K+ 11.54% |
$186K - $202K
|
53K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.4K+ 4.62% |
$183K - $199K
|
122K
$4.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.26K+ 3.63% |
$178K - $194K
|
150K
$5.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
5.06K+ 1.56% |
$171K - $187K
|
329K
$12.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.68KNew |
$159K - $173K
|
4.68K
$179K
|
|