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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-344- 56.03% |
$10.4K - $11.6K
|
270
$8.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-449- 5.7% |
$13.5K - $15.2K
|
7.43K
$232K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-878- 0.45% |
$26.5K - $29.7K
|
193K
$6.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 0.19% |
$32K - $35.8K
|
571K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 6.15% |
$33.4K - $37.4K
|
16.9K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 33.29% |
$33.7K - $37.8K
|
2.24K
$69.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 11.29% |
$40.9K - $45.8K
|
10.7K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.56K- 8.16% |
$47K - $52.6K
|
17.5K
$547K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.36K- 2.53% |
$71.2K - $79.7K
|
90.9K
$2.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 13.98% |
$79.2K - $88.7K
|
16.1K
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.78K- 0.49% |
$114K - $128K
|
762K
$23.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 21.88% |
$124K - $139K
|
14.7K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-4.7K- 5.33% |
$142K - $159K
|
83.6K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.98K- 1.59% |
$241K - $270K
|
494K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.37K- 5.93% |
$252K - $283K
|
133K
$4.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.1K- 9.36% |
$366K - $410K
|
117K
$3.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.4K- 10.88% |
$374K - $419K
|
102K
$3.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.4K- 10.32% |
$374K - $419K
|
108K
$3.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 15.11% |
$419K - $469K
|
78K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.2K- 50.13% |
$669K - $750K
|
22.1K
$689K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-42K- 20.91% |
$1.27M - $1.42M
|
159K
$4.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57.1K- 18.52% |
$1.72M - $1.93M
|
251K
$7.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-79.8K- 12.82% |
$2.41M - $2.7M
|
543K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-90.1K- 68.96% |
$2.72M - $3.04M
|
40.5K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158K- 82.66% |
$4.77M - $5.34M
|
33.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-183K- 95.09% |
$5.51M - $6.17M
|
9.44K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 5.13% |
$6.79M - $7.6M
|
4.16M
$130M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-382K- 54.76% |
$11.5M - $12.9M
|
316K
$9.86M
|