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 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.7KNew |
$502K - $563K
|
16.7K
$505K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1K+ 6.35% |
$364K - $408K
|
202K
$6.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.24KNew |
$188K - $211K
|
6.24K
$189K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
404+ 0.9% |
$12.2K - $13.7K
|
45.3K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 21.43% |
$181 - $203
|
34
$1.03K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
451KNew |
$13.4M - $14.4M
|
451K
$13.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
76.3KNew |
$2.27M - $2.44M
|
76.3K
$2.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9K+ 65.31% |
$1.39M - $1.5M
|
119K
$3.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.6KNew |
$226K - $243K
|
7.6K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$36.4K - $39.1K
|
1.22K
$37.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
946New |
$28.1K - $30.2K
|
946
$28.7K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
137KNew |
$3.94M - $4.27M
|
137K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
17.7K+ 10.16% |
$508K - $550K
|
192K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.51K+ 7.62% |
$129K - $140K
|
63.6K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.74K+ 13.31% |
$49.9K - $54.1K
|
14.8K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2K+ 2.38% |
$34.5K - $37.3K
|
51.5K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
554New |
$15.9K - $17.2K
|
554
$16.8K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
76.2K+ 745.47% |
$1.99M - $2.31M
|
86.4K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
71.7KNew |
$1.88M - $2.17M
|
71.7K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.61KNew |
$199K - $231K
|
7.61K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.73K+ 3.81% |
$45.3K - $52.5K
|
47.2K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38New |
$995 - $1.15K
|
38
$1.15K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.22% |
$26.2 - $30.3
|
83
$2.52K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.7KNew |
$347K - $379K
|
12.7K
$386K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
25.3KNew |
$670K - $741K
|
25.3K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.2KNew |
$456K - $504K
|
17.2K
$521K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
415New |
$11K - $12.2K
|
415
$12.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
184+ 71.32% |
$4.88K - $5.4K
|
442
$13.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$1.46K - $1.61K
|
55
$1.67K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$29.2K - $34.3K
|
1.25K
$37.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31New |
$725 - $854
|
31
$940
|
|
| Q1 2022 | |||||||
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17.3KNew |
$492K - $573K
|
17.3K
$524K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16KNew |
$33.1K - $38.6K
|
1.16K
$35.3K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
29.1KNew |
$799K - $817K
|
29.1K
$882K
|
|