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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06M+ 192.92% |
$28.2M - $36.1M
|
1.6M
$56.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
453K+ 52.29% |
$12.1M - $15.5M
|
1.32M
$46.4M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
248K+ 49.53% |
$6.61M - $8.47M
|
748K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
241K+ 468.84% |
$6.42M - $8.22M
|
292K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
145KNew |
$3.87M - $4.96M
|
145K
$5.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124K+ 112.56% |
$3.3M - $4.22M
|
233K
$8.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
99.9K+ 586.87% |
$2.66M - $3.41M
|
117K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.4K+ 37.3% |
$1.74M - $2.24M
|
241K
$8.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.3K+ 172.95% |
$1.61M - $2.06M
|
95.1K
$3.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54.6K+ 47.99% |
$1.46M - $1.87M
|
168K
$5.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45KNew |
$1.2M - $1.54M
|
45K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45KNew |
$1.2M - $1.54M
|
45K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45K+ 1.62% |
$1.2M - $1.54M
|
2.82M
$99M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.9K+ 32.79% |
$1.17M - $1.5M
|
178K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
37K+ 8.92% |
$986K - $1.26M
|
452K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19.3K+ 127.98% |
$516K - $661K
|
34.5K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.2KNew |
$432K - $553K
|
16.2K
$569K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7KNew |
$418K - $536K
|
15.7K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 39.95% |
$417K - $534K
|
54.7K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15.3K+ 525.62% |
$407K - $522K
|
18.2K
$638K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 22.31% |
$323K - $413K
|
66.3K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.9K+ 7.9% |
$318K - $407K
|
163K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 23.7% |
$282K - $361K
|
55.1K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9.5K+ 1.22% |
$253K - $325K
|
789K
$27.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.19K+ 5.06% |
$245K - $314K
|
191K
$6.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.96K+ 53.6% |
$239K - $306K
|
25.7K
$902K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.91K+ 19.14% |
$238K - $305K
|
55.5K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.8KNew |
$235K - $301K
|
8.8K
$309K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
8.55K+ 0.98% |
$228K - $292K
|
877K
$30.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
7.95KNew |
$212K - $272K
|
7.95K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.58K+ 1.18% |
$202K - $259K
|
649K
$22.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.82K+ 28.8% |
$182K - $233K
|
30.5K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.41KNew |
$171K - $219K
|
6.41K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.46K+ 2.93% |
$146K - $187K
|
192K
$6.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.14KNew |
$137K - $176K
|
5.14K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.87K+ 3.04% |
$130K - $166K
|
165K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.87K+ 3.04% |
$130K - $166K
|
165K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.75KNew |
$127K - $162K
|
4.75K
$167K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 1.31% |
$106K - $135K
|
307K
$10.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.94K+ 11.1% |
$105K - $135K
|
39.4K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.78KNew |
$101K - $129K
|
3.78K
$133K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.73K+ 22.5% |
$99.4K - $127K
|
20.3K
$713K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
3.44K+ 2.78% |
$91.9K - $118K
|
128K
$4.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.28K+ 1.92% |
$87.4K - $112K
|
174K
$6.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.25K+ 21.33% |
$86.8K - $111K
|
18.5K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.98K+ 3.41% |
$79.5K - $102K
|
90.3K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91K+ 7.13% |
$77.5K - $99.3K
|
43.6K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.9K+ 3.02% |
$77.3K - $99K
|
98.9K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.56K+ 2.12% |
$68.2K - $87.4K
|
123K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54KNew |
$67.8K - $86.9K
|
2.54K
$89.3K
|