Purchases and Sales Made in Q3 2022 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74KNew |
$1.74M - $2.04M
|
74K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40.9KNew |
$959K - $1.13M
|
40.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.5K+ 20.98% |
$528K - $622K
|
130K
$4.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5K+ 110.61% |
$527K - $620K
|
42.8K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
17.9KNew |
$420K - $494K
|
17.9K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 2.89% |
$306K - $360K
|
465K
$14.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$286K - $337K
|
12.2K
$381K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
12.2K+ 19.32% |
$286K - $337K
|
75.3K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 20.17% |
$240K - $282K
|
60.9K
$1.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.96KNew |
$210K - $247K
|
8.96K
$280K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.55K+ 19.25% |
$107K - $125K
|
28.2K
$879K
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
BUY
|
- |
3.19K+ 4.68% |
$74.7K - $87.9K
|
71.3K
$2.23M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.5K+ 6.85% |
$58.5K - $68.9K
|
39K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 1.12% |
$50.8K - $59.8K
|
196K
$6.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
2.14K+ 3.76% |
$50.1K - $59K
|
58.9K
$1.84M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.85KNew |
$43.4K - $51.1K
|
1.85K
$57.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55K+ 3.23% |
$36.3K - $42.7K
|
49.5K
$1.54M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.42K+ 7.01% |
$33.4K - $39.3K
|
21.7K
$679K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.33KNew |
$31.1K - $36.6K
|
1.33K
$41.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
373+ 3.98% |
$8.75K - $10.3K
|
9.75K
$304K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
93New |
$2.18K - $2.57K
|
93
$2.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 2.45% |
$516 - $607
|
875
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122- 99.19% |
$2.86K - $3.37K
|
1
$31.2
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-265- 1.66% |
$6.21K - $7.31K
|
15.7K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-435- 2.87% |
$10.2K - $12K
|
14.7K
$459K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.06K- 8.97% |
$71.8K - $84.5K
|
31.1K
$970K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.2K- 10.36% |
$98.4K - $116K
|
36.3K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.7K- 3.35% |
$134K - $157K
|
164K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.63K- 18.89% |
$155K - $183K
|
28.5K
$888K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.82K- 39.19% |
$207K - $243K
|
13.7K
$427K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.2K- 17.54% |
$285K - $335K
|
57.1K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.4K- 39.27% |
$314K - $369K
|
20.7K
$646K
|