Purchases and Sales Made in Q4 2022 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
577K+ 443.99% |
$13.5M - $15.9M
|
707K
$22.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
192K+ 259.06% |
$4.48M - $5.28M
|
266K
$8.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
183KNew |
$4.27M - $5.03M
|
183K
$5.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
166KNew |
$3.88M - $4.57M
|
166K
$5.18M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
151KNew |
$3.53M - $4.16M
|
151K
$4.72M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
120KNew |
$2.81M - $3.32M
|
120K
$3.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
114KNew |
$2.66M - $3.14M
|
114K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
101KNew |
$2.35M - $2.77M
|
101K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
89.7KNew |
$2.1M - $2.47M
|
89.7K
$2.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
86.5KNew |
$2.02M - $2.38M
|
86.5K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.3K+ 5.45% |
$592K - $698K
|
490K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.5KNew |
$572K - $674K
|
24.5K
$763K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$494K - $581K
|
21.1K
$659K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.6KNew |
$319K - $375K
|
13.6K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.3KNew |
$311K - $366K
|
13.3K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.1KNew |
$306K - $360K
|
13.1K
$409K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.7KNew |
$249K - $294K
|
10.7K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
8.33KNew |
$195K - $229K
|
8.33K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.08KNew |
$189K - $223K
|
8.08K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.45K+ 7.31% |
$104K - $122K
|
65.3K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.48K+ 12.36% |
$81.3K - $95.8K
|
31.6K
$987K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 10.14% |
$68.4K - $80.6K
|
31.8K
$992K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.6K+ 2793.55% |
$60.7K - $71.5K
|
2.69K
$84K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 13.17% |
$55.2K - $65K
|
20.3K
$633K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$29.2K - $34.3K
|
1.25K
$38.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
869+ 2.03% |
$20.3K - $23.9K
|
43.6K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
810+ 5.16% |
$18.9K - $22.3K
|
16.5K
$515K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
621+ 5.09% |
$14.5K - $17.1K
|
12.8K
$400K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
357New |
$8.35K - $9.83K
|
357
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
300New |
$7.01K - $8.26K
|
300
$9.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.34K - $2.75K
|
100
$3.12K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 1.73% |
$1.08K - $1.27K
|
2.71K
$84.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
31+ 2.33% |
$725 - $854
|
1.36K
$42.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31New |
$725 - $854
|
31
$968
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 2.51% |
$514 - $606
|
897
$28K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-475- 3.23% |
$11.1K - $13.1K
|
14.2K
$444K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.27K- 5.84% |
$29.7K - $35K
|
20.5K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.94K- 14.16% |
$45.3K - $53.4K
|
11.7K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 9.44% |
$68.6K - $80.9K
|
28.2K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.78K- 10.41% |
$88.4K - $104K
|
32.5K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-6.23K- 10.56% |
$146K - $171K
|
52.7K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.23K- 21.88% |
$146K - $172K
|
22.2K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-6.81K- 69.92% |
$159K - $188K
|
2.93K
$91.5K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-9.32K- 12.37% |
$218K - $257K
|
66K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-14.5K- 7.42% |
$340K - $400K
|
181K
$5.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.1K- 10.41% |
$400K - $471K
|
147K
$4.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22.3K- 38.96% |
$520K - $613K
|
34.9K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-36.3K- 88.62% |
$848K - $999K
|
4.66K
$145K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36.7K- 47.2% |
$859K - $1.01M
|
41.1K
$1.28M
|