Latest Institutional Sells of Columbia ETF Tr Ii (XCEM)
This list provides information on the latest institutional transactions involving Columbia ETF Tr Ii (XCEM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-382K- 54.76% |
$11.5M - $12.9M
|
316K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 5.13% |
$6.79M - $7.6M
|
4.16M
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-183K- 95.09% |
$5.51M - $6.17M
|
9.44K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158K- 82.66% |
$4.77M - $5.34M
|
33.2K
$990K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-90.1K- 68.96% |
$2.72M - $3.04M
|
40.5K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-79.8K- 12.82% |
$2.41M - $2.7M
|
543K
$16.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57.1K- 18.52% |
$1.72M - $1.93M
|
251K
$7.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-42K- 20.91% |
$1.27M - $1.42M
|
159K
$4.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.2K- 50.13% |
$669K - $750K
|
22.1K
$659K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 15.11% |
$419K - $469K
|
78K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.4K- 10.32% |
$374K - $419K
|
108K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.4K- 10.88% |
$374K - $419K
|
102K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.1K- 9.36% |
$366K - $410K
|
117K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.37K- 5.93% |
$252K - $283K
|
133K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.98K- 1.59% |
$241K - $270K
|
494K
$14.7M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-4.7K- 5.33% |
$142K - $159K
|
83.6K
$2.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 21.88% |
$124K - $139K
|
14.7K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.78K- 0.49% |
$114K - $128K
|
762K
$22.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 13.98% |
$79.2K - $88.7K
|
16.1K
$482K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.36K- 2.53% |
$71.2K - $79.7K
|
90.9K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.56K- 8.16% |
$47K - $52.6K
|
17.5K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 11.29% |
$40.9K - $45.8K
|
10.7K
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 33.29% |
$33.7K - $37.8K
|
2.24K
$66.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 6.15% |
$33.4K - $37.4K
|
16.9K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 0.19% |
$32K - $35.8K
|
571K
$17M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-878- 0.45% |
$26.5K - $29.7K
|
193K
$5.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-449- 5.7% |
$13.5K - $15.2K
|
7.43K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-344- 56.03% |
$10.4K - $11.6K
|
270
$8.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-159- 17.43% |
$4.8K - $5.37K
|
753
$22.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-135- 0.15% |
$4.07K - $4.56K
|
90.8K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-49- 2.21% |
$1.48K - $1.66K
|
2.17K
$64.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31- 0.14% |
$935 - $1.05K
|
22.4K
$668K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-12.9K- 40.66% |
$384K - $413K
|
18.9K
$563K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$5.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-406- 32.2% |
$12.1K - $13K
|
855
$25.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$213K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-700Closed |
$20.1K - $21.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-504- 33.05% |
$14.5K - $15.7K
|
1.02K
$30.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 78.07% |
$10.2K - $11.1K
|
100
$2.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$229K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.97K- 10.7% |
$104K - $120K
|
33.2K
$991K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.66K- 5.19% |
$43.4K - $50.3K
|
30.3K
$905K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-819- 28.11% |
$21.4K - $24.8K
|
2.1K
$62.6K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-125- 49.21% |
$3.32K - $3.67K
|
129
$3.85K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-39.6KClosed |
$1.13M - $1.31M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-312Closed |
$8.87K - $10.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62.2KClosed |
$1.91M - $2.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-8.93KClosed |
$282K - $302K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-618- 33.37% |
$19.6K - $20.9K
|
1.23K
$36.9K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-3.38KClosed |
$61.8K - $80.7K
|
0
$0
|
|