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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.33K- 10.98% |
$185K - $194K
|
51.3K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.42K- 5.66% |
$158K - $166K
|
90.3K
$3.12M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.82K- 1.57% |
$141K - $148K
|
303K
$10.4M
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.36K- 1.74% |
$127K - $134K
|
247K
$8.51M
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 94.03% |
$57.5K - $60.5K
|
125
$4.31K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 7.13% |
$48.7K - $51.3K
|
21.7K
$750K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58K- 6.52% |
$46.1K - $48.6K
|
22.7K
$782K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.58K- 6.78% |
$46.1K - $48.5K
|
21.7K
$749K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.49K- 9.33% |
$43.4K - $45.7K
|
14.5K
$499K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.48K- 12.48% |
$43.2K - $45.5K
|
10.4K
$358K
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-819- 4.61% |
$23.9K - $25.2K
|
16.9K
$584K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-816- 50.0% |
$23.8K - $25.1K
|
816
$28.2K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-486- 2.85% |
$14.2K - $14.9K
|
16.6K
$572K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-424- 45.44% |
$12.4K - $13K
|
509
$17.6K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-333- 76.38% |
$9.72K - $10.2K
|
103
$3.55K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-307- 25.43% |
$8.96K - $9.43K
|
900
$31.1K
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-250- 0.7% |
$7.3K - $7.68K
|
35.5K
$1.22M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-92- 52.27% |
$2.68K - $2.83K
|
84
$2.9K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-70- 1.6% |
$2.04K - $2.15K
|
4.31K
$149K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-94.4K- 77.19% |
$2.79M - $3.08M
|
27.9K
$962K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.6K- 38.43% |
$934K - $1.03M
|
50.5K
$1.74M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 14.71% |
$763K - $843K
|
150K
$5.16M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.78K- 31.37% |
$230K - $254K
|
17K
$587K
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.54K- 3.26% |
$164K - $181K
|
164K
$5.67M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.37K- 40.88% |
$159K - $175K
|
7.76K
$268K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$527K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-617- 72.16% |
$18.3K - $20.2K
|
238
$8.21K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-183K- 95.09% |
$5.51M - $6.17M
|
9.44K
$326K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-79.8K- 12.82% |
$2.41M - $2.7M
|
543K
$18.7M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.56K- 8.16% |
$47K - $52.6K
|
17.5K
$604K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 6.15% |
$33.4K - $37.4K
|
16.9K
$583K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-49- 2.21% |
$1.48K - $1.66K
|
2.17K
$75K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$6.73M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$246K
|
|
Q1 2024 | |||||||
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$265K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.97K- 10.7% |
$104K - $120K
|
33.2K
$1.14M
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-125- 49.21% |
$3.32K - $3.67K
|
129
$4.45K
|
|
Q4 2022 | |||||||
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-564Closed |
$13.2K - $15.5K
|
0
$0
|
|
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
$42.6K
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-3.38KClosed |
$61.8K - $80.7K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-260Closed |
$6.44K - $6.82K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-68Closed |
$1.68K - $1.78K
|
0
$0
|
|
Q2 2018 | |||||||
Jul 26, 2018
Q2 2018
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-23KClosed |
$563K - $652K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$370K - $412K
|
0
$0
|