Purchases and Sales Made in Q1 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q1 2024. 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 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
21.2K+ 19.43% |
$608K - $659K
|
130K
$4.06M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.8K+ 87.37% |
$510K - $553K
|
38.1K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
17.7K+ 10.16% |
$508K - $550K
|
192K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$497K - $538K
|
17.3K
$540K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.5KNew |
$474K - $514K
|
16.5K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$426K - $461K
|
14.8K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5K+ 13.65% |
$388K - $421K
|
113K
$3.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.3K+ 17.04% |
$382K - $414K
|
91.4K
$2.85M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 12.18% |
$372K - $403K
|
119K
$3.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
11.8K+ 59.19% |
$339K - $368K
|
31.8K
$992K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
11.7K+ 52.28% |
$336K - $364K
|
34K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11.4K+ 126.82% |
$326K - $354K
|
20.3K
$634K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
8.87K+ 17.32% |
$255K - $276K
|
60.1K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.86K+ 7.4% |
$254K - $276K
|
129K
$4.02M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.79K+ 10.5% |
$252K - $273K
|
92.5K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.7K+ 20.43% |
$250K - $271K
|
51.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.22K+ 87.9% |
$236K - $256K
|
17.6K
$548K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
8.21K+ 1.84% |
$236K - $255K
|
455K
$14.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.88K+ 7.36% |
$226K - $245K
|
115K
$3.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.72KNew |
$222K - $240K
|
7.72K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7.65KNew |
$220K - $238K
|
7.65K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.36KNew |
$211K - $229K
|
7.36K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.23KNew |
$208K - $225K
|
7.23K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
5.95K+ 55.02% |
$171K - $185K
|
16.8K
$523K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.79K+ 32.84% |
$137K - $149K
|
19.4K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.51K+ 7.62% |
$129K - $140K
|
63.6K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.17K+ 2.76% |
$120K - $130K
|
155K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.17K+ 2.76% |
$120K - $130K
|
155K
$4.83M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.3K+ 104.55% |
$66K - $71.6K
|
4.5K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.74K+ 59.03% |
$50K - $54.2K
|
4.69K
$146K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.74K+ 13.31% |
$49.9K - $54.1K
|
14.8K
$462K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.65K+ 1.2% |
$47.3K - $51.2K
|
139K
$4.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.6K+ 1.01% |
$46K - $49.9K
|
161K
$5.02M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.35K+ 4203.13% |
$38.6K - $41.9K
|
1.38K
$43K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.29K+ 1.41% |
$36.9K - $40K
|
92.6K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2K+ 2.38% |
$34.5K - $37.3K
|
51.5K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
911+ 2.8% |
$26.2K - $28.4K
|
33.5K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
671+ 4.15% |
$19.3K - $20.9K
|
16.8K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
640+ 1.21% |
$18.4K - $19.9K
|
53.6K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
554New |
$15.9K - $17.2K
|
554
$17.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
314+ 0.12% |
$9.01K - $9.77K
|
267K
$8.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
308+ 1.5% |
$8.84K - $9.58K
|
20.8K
$650K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259+ 1.92% |
$7.44K - $8.06K
|
13.8K
$430K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
230+ 0.71% |
$6.6K - $7.16K
|
32.4K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
100+ 2.34% |
$2.87K - $3.11K
|
4.37K
$136K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 2.34% |
$2.87K - $3.11K
|
4.37K
$136K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 56.25% |
$258 - $280
|
25
$780
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10- 0.23% |
$287 - $311
|
4.27K
$133K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$240K
|