Purchases and Sales Made in Q1 2022 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q1 2022. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
166KNew |
$4.72M - $5.5M
|
166K
$5.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
79.3KNew |
$2.26M - $2.63M
|
79.3K
$2.48M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.8K+ 83.08% |
$2.18M - $2.55M
|
169K
$5.28M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
69KNew |
$1.96M - $2.29M
|
69K
$2.15M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20KNew |
$569K - $664K
|
20K
$625K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.9K+ 57.79% |
$566K - $660K
|
54.4K
$1.7M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 4.81% |
$518K - $603K
|
397K
$12.4M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17.3KNew |
$492K - $573K
|
17.3K
$540K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.4KNew |
$465K - $542K
|
16.4K
$510K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.8K+ 135.65% |
$421K - $491K
|
25.7K
$803K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 43.64% |
$355K - $414K
|
41.1K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$351K - $410K
|
12.4K
$386K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.39K+ 21.06% |
$182K - $212K
|
36.8K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
5.14K+ 9.85% |
$146K - $170K
|
57.3K
$1.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.73K+ 26.01% |
$135K - $157K
|
22.9K
$715K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.9K+ 25.01% |
$54.1K - $63.1K
|
9.51K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16KNew |
$33.1K - $38.6K
|
1.16K
$36.3K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
751+ 39.32% |
$21.4K - $24.9K
|
2.66K
$83K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
543+ 3.63% |
$15.4K - $18K
|
15.5K
$483K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-312Closed |
$8.87K - $10.3K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.28K- 19.89% |
$179K - $208K
|
25.3K
$789K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.63K- 17.88% |
$188K - $220K
|
30.5K
$951K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.94KClosed |
$226K - $263K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-39.6KClosed |
$1.13M - $1.31M
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45.1K- 57.94% |
$1.28M - $1.49M
|
32.7K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.8K- 36.73% |
$1.3M - $1.52M
|
78.9K
$2.46M
|