Purchases and Sales Made in Q2 2022 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
194KNew |
$4.9M - $6.06M
|
194K
$6.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107KNew |
$2.72M - $3.36M
|
107K
$3.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
56.8KNew |
$1.44M - $1.78M
|
56.8K
$1.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.4K+ 13.97% |
$1.4M - $1.73M
|
452K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.9KNew |
$1.21M - $1.5M
|
47.9K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30K+ 720.64% |
$759K - $938K
|
34.2K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 90.96% |
$284K - $352K
|
23.6K
$737K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8K+ 113.62% |
$273K - $338K
|
20.3K
$634K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.98KNew |
$253K - $312K
|
9.98K
$312K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
5.86K+ 10.23% |
$148K - $183K
|
63.1K
$1.97M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.74K+ 11.42% |
$94.5K - $117K
|
36.5K
$1.14M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.66KNew |
$67.3K - $83.2K
|
2.66K
$83K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 13.2% |
$27.7K - $34.2K
|
9.37K
$293K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
849+ 0.5% |
$21.5K - $26.5K
|
170K
$5.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
282+ 1.41% |
$7.13K - $8.82K
|
20.3K
$634K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
159New |
$4.02K - $4.97K
|
159
$4.96K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122+ 12200.0% |
$3.09K - $3.81K
|
123
$3.84K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-332- 2.14% |
$8.4K - $10.4K
|
15.2K
$473K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-391- 2.39% |
$9.89K - $12.2K
|
16K
$498K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-416- 1.82% |
$10.5K - $13K
|
22.5K
$702K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-650- 1.58% |
$16.4K - $20.3K
|
40.5K
$1.26M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-827- 1.2% |
$20.9K - $25.9K
|
68.1K
$2.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.33KClosed |
$33.6K - $41.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 5.25% |
$40.4K - $50K
|
28.9K
$901K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67K- 4.53% |
$42.1K - $52.1K
|
35.1K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.17K- 5.98% |
$54.8K - $67.7K
|
34.1K
$1.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.47K- 9.79% |
$62.6K - $77.3K
|
22.8K
$712K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.66KClosed |
$67.3K - $83.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.74K- 6.88% |
$94.7K - $117K
|
50.6K
$1.58M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.1K- 12.68% |
$254K - $314K
|
69.3K
$2.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-25.7KClosed |
$651K - $804K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.6K- 46.38% |
$926K - $1.14M
|
42.3K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90.8K- 54.73% |
$2.3M - $2.84M
|
75.1K
$2.34M
|