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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.24KNew |
$188K - $211K
|
6.24K
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.13K+ 38.79% |
$185K - $207K
|
21.9K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.83K+ 4.29% |
$176K - $197K
|
142K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.35K+ 0.89% |
$161K - $181K
|
608K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.21K+ 3.24% |
$157K - $176K
|
166K
$4.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.21K+ 3.24% |
$157K - $176K
|
166K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.13K+ 3.43% |
$155K - $173K
|
154K
$4.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.01K+ 3.65% |
$151K - $169K
|
142K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 25.32% |
$143K - $160K
|
23.4K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.74K+ 27.52% |
$113K - $126K
|
17.3K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3.46K+ 0.75% |
$105K - $117K
|
463K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.02K+ 12.53% |
$91K - $102K
|
27.1K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.96K+ 7.21% |
$89.2K - $99.8K
|
43.9K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.95K+ 1.77% |
$88.9K - $99.5K
|
170K
$5.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.92K+ 1.0% |
$88K - $98.5K
|
293K
$8.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.86K+ 21.82% |
$86.3K - $96.6K
|
16K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.86K+ 38.11% |
$86.2K - $96.5K
|
10.4K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.78K+ 10.16% |
$83.9K - $93.9K
|
30.1K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.64K+ 0.97% |
$79.8K - $89.3K
|
274K
$8.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.49K+ 2.7% |
$75.2K - $84.3K
|
94.8K
$2.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.36K+ 3.6% |
$71.1K - $79.6K
|
67.8K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.3K+ 1.87% |
$69.5K - $77.9K
|
125K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 7.15% |
$67.8K - $75.9K
|
33.7K
$995K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 1.68% |
$65.4K - $73.3K
|
131K
$3.87M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.12KNew |
$64K - $71.7K
|
2.12K
$62.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 0.61% |
$62.8K - $70.3K
|
342K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.05K+ 1.51% |
$61.8K - $69.2K
|
138K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 5.45% |
$60.3K - $67.6K
|
38.7K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.7K+ 4.85% |
$51.1K - $57.3K
|
36.6K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.54K+ 12.27% |
$46.4K - $52K
|
14.1K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.48K+ 4.58% |
$44.5K - $49.9K
|
33.7K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 1.23% |
$41.5K - $46.4K
|
113K
$3.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 5.85% |
$41.3K - $46.3K
|
24.8K
$732K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.35K+ 4338.71% |
$40.6K - $45.4K
|
1.38K
$40.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.23K+ 7.18% |
$37K - $41.4K
|
18.3K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
912+ 1.17% |
$27.5K - $30.8K
|
78.7K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
857+ 0.38% |
$25.9K - $29K
|
225K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
647+ 3.83% |
$19.5K - $21.9K
|
17.5K
$518K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
478+ 3.64% |
$14.4K - $16.2K
|
13.6K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
471+ 4.15% |
$14.2K - $15.9K
|
11.8K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
404+ 0.9% |
$12.2K - $13.7K
|
45.3K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
373+ 0.39% |
$11.3K - $12.6K
|
94.8K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
369+ 9.75% |
$11.1K - $12.5K
|
4.15K
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
169+ 3.6% |
$5.1K - $5.71K
|
4.86K
$144K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 21.43% |
$181 - $203
|
34
$1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
451KNew |
$13.4M - $14.4M
|
451K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
396K+ 262.38% |
$11.7M - $12.6M
|
546K
$16.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
76.3KNew |
$2.27M - $2.44M
|
76.3K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52.5KNew |
$1.56M - $1.68M
|
52.5K
$1.55M
|
|