Purchases and Sales Made in Q3 2023 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q3 2023. 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 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 10.63% |
$52.3K - $57.2K
|
20K
$624K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.64KNew |
$44.6K - $48.7K
|
1.64K
$51.1K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44K+ 2.04% |
$39.3K - $43K
|
72.4K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.14K+ 3.41% |
$30.9K - $33.8K
|
34.5K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
395+ 0.38% |
$10.8K - $11.8K
|
105K
$3.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
232+ 50.66% |
$6.32K - $6.9K
|
690
$21.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
128+ 0.15% |
$3.48K - $3.81K
|
83K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$436 - $476
|
16
$499
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-17- 0.58% |
$463 - $506
|
2.91K
$90.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-76- 0.52% |
$2.07K - $2.26K
|
14.5K
$452K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-131- 0.91% |
$3.57K - $3.9K
|
14.3K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158- 1.08% |
$4.3K - $4.7K
|
14.5K
$452K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-368- 2.86% |
$10K - $10.9K
|
12.5K
$390K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-644- 0.55% |
$17.5K - $19.2K
|
116K
$3.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-650- 0.25% |
$17.7K - $19.3K
|
262K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-975- 3.12% |
$26.5K - $29K
|
30.3K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 4.78% |
$28.9K - $31.6K
|
21.2K
$661K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.32K- 1.77% |
$35.9K - $39.3K
|
73.4K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.65K- 2.0% |
$44.9K - $49.1K
|
80.6K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 0.76% |
$58.1K - $63.5K
|
281K
$8.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 8.98% |
$73K - $79.8K
|
27.2K
$848K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 18.9% |
$79.6K - $87K
|
12.6K
$392K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-12.7K- 13.49% |
$345K - $377K
|
81.2K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.6K- 85.46% |
$1.32M - $1.45M
|
8.27K
$258K
|