Purchases and Sales Made in Q3 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
656KNew |
$19.8M - $22.2M
|
656K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
599K+ 442.9% |
$18.1M - $20.2M
|
734K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
420KNew |
$12.7M - $14.2M
|
420K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
403K+ 39.66% |
$12.1M - $13.6M
|
1.42M
$44.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
258K+ 50.37% |
$7.78M - $8.71M
|
769K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 6.69% |
$7.11M - $7.96M
|
3.76M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
184K+ 399.45% |
$5.54M - $6.21M
|
230K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$3.82M - $4.28M
|
127K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
122KNew |
$3.69M - $4.13M
|
122K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 20.27% |
$3.08M - $3.45M
|
606K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
84.2KNew |
$2.54M - $2.84M
|
84.2K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
84.2KNew |
$2.54M - $2.84M
|
84.2K
$2.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
84.2K+ 10.74% |
$2.54M - $2.84M
|
868K
$27.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
82.1KNew |
$2.48M - $2.77M
|
82.1K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
77.7K+ 20.3% |
$2.34M - $2.63M
|
461K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
67.4K+ 255.31% |
$2.03M - $2.28M
|
93.8K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.1K+ 11.14% |
$1.84M - $2.06M
|
609K
$19M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
48.3K+ 38.53% |
$1.46M - $1.63M
|
174K
$5.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.1K+ 24.79% |
$1.27M - $1.42M
|
212K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.5K+ 34.56% |
$1.07M - $1.2M
|
138K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.3K+ 288.63% |
$1M - $1.13M
|
44.8K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
33.1K+ 39.09% |
$998K - $1.12M
|
118K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.8K+ 44.13% |
$990K - $1.11M
|
107K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32K+ 30.98% |
$965K - $1.08M
|
135K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
30.5K+ 17.59% |
$919K - $1.03M
|
204K
$6.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
27.1K+ 18.92% |
$817K - $915K
|
170K
$5.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
23.2K+ 3.6% |
$701K - $785K
|
669K
$20.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23K+ 24.68% |
$693K - $776K
|
116K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22.9K+ 17.33% |
$689K - $772K
|
155K
$4.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
21.4KNew |
$645K - $723K
|
21.4K
$668K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 32.05% |
$616K - $690K
|
84.1K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
19.6K+ 12.34% |
$592K - $664K
|
179K
$5.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
17.5K+ 27.39% |
$527K - $590K
|
81.3K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.7KNew |
$502K - $563K
|
16.7K
$520K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7K+ 53.71% |
$445K - $498K
|
42.2K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.2K+ 7.68% |
$430K - $481K
|
200K
$6.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.5K+ 11.32% |
$406K - $455K
|
132K
$4.13M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.1KNew |
$396K - $444K
|
13.1K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 8.16% |
$396K - $443K
|
174K
$5.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1K+ 6.35% |
$364K - $408K
|
202K
$6.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.9K+ 14.41% |
$359K - $402K
|
94.5K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.1K+ 20.78% |
$335K - $375K
|
64.5K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
9.91KNew |
$299K - $335K
|
9.91K
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.6K+ 1.49% |
$260K - $291K
|
584K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.28K+ 12.5% |
$250K - $280K
|
74.5K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7.76K+ 3.2% |
$234K - $262K
|
250K
$7.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.17KNew |
$216K - $242K
|
7.17K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.02K+ 46.31% |
$212K - $237K
|
22.2K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.62K+ 22.04% |
$200K - $224K
|
36.7K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.39K+ 7.7% |
$193K - $216K
|
89.3K
$2.79M
|