Purchases and Sales Made in Q2 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$267K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-396- 0.48% |
$11.8K - $12.6K
|
82.9K
$3.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-406- 32.2% |
$12.1K - $13K
|
855
$32K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-487- 11.4% |
$14.5K - $15.5K
|
3.78K
$142K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-493- 18.17% |
$14.6K - $15.7K
|
2.22K
$83.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-578- 0.62% |
$17.2K - $18.4K
|
91.9K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-587- 0.52% |
$17.4K - $18.7K
|
112K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-680- 3.51% |
$20.2K - $21.7K
|
18.7K
$700K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-728- 0.7% |
$21.6K - $23.2K
|
103K
$3.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.09K- 1.16% |
$32.3K - $34.7K
|
92.3K
$3.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.35K- 97.75% |
$40K - $43K
|
31
$1.16K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.39K- 0.72% |
$41.3K - $44.4K
|
192K
$7.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 7.75% |
$46.8K - $50.3K
|
18.8K
$703K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.61K- 1.74% |
$47.9K - $51.5K
|
90.9K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.78K- 12.89% |
$52.7K - $56.7K
|
12K
$450K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.85K- 1.28% |
$55.1K - $59.2K
|
143K
$5.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 9.78% |
$60.4K - $65K
|
18.8K
$704K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.47K- 2.95% |
$103K - $111K
|
114K
$4.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$7.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.74K- 3.36% |
$200K - $215K
|
194K
$7.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.47K- 32.11% |
$222K - $238K
|
15.8K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.04K- 30.87% |
$239K - $257K
|
18K
$675K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 5.06% |
$354K - $380K
|
224K
$8.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-12.9K- 40.66% |
$384K - $413K
|
18.9K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.3K- 3.88% |
$604K - $649K
|
504K
$18.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 19.88% |
$1.4M - $1.51M
|
190K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-71.6K- 35.58% |
$2.13M - $2.28M
|
130K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.3K- 99.28% |
$2.5M - $2.69M
|
614
$23K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-805K- 99.58% |
$23.9M - $25.7M
|
3.36K
$126K
|