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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-42- 0.36% |
$1.21K - $1.31K
|
11.7K
$438K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-70- 0.55% |
$2.01K - $2.18K
|
12.6K
$470K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-212- 0.23% |
$6.09K - $6.6K
|
93.4K
$3.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-262- 1.65% |
$7.52K - $8.15K
|
15.7K
$586K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-262- 1.27% |
$7.52K - $8.15K
|
20.3K
$762K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 78.07% |
$10.2K - $11.1K
|
100
$3.75K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-504- 33.05% |
$14.5K - $15.7K
|
1.02K
$38.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-700Closed |
$20.1K - $21.8K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.34K- 97.67% |
$38.6K - $41.8K
|
32
$1.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.42K- 1.34% |
$40.7K - $44.1K
|
104K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.46K- 0.72% |
$42K - $45.6K
|
201K
$7.54M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 6.11% |
$48.2K - $52.2K
|
25.8K
$965K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.08K- 3.71% |
$88.5K - $95.9K
|
79.9K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 2.71% |
$93.9K - $102K
|
117K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.45K- 1.18% |
$99.1K - $107K
|
289K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.4K- 0.77% |
$126K - $137K
|
566K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.65K- 16.66% |
$133K - $145K
|
23.3K
$871K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.99K- 4.07% |
$287K - $311K
|
236K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.9K- 29.48% |
$313K - $339K
|
26.1K
$976K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-12.3K- 90.71% |
$354K - $383K
|
1.26K
$47.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 2.4% |
$369K - $400K
|
524K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.5K- 23.43% |
$676K - $732K
|
76.9K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-25.4K- 62.6% |
$728K - $789K
|
15.1K
$567K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-272K- 6.19% |
$7.8M - $8.45M
|
4.12M
$154M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-363K- 70.67% |
$10.4M - $11.3M
|
151K
$5.65M
|