Purchases and Sales Made in Q4 2023 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.61KNew |
$199K - $231K
|
7.61K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.78K+ 39.91% |
$151K - $175K
|
20.3K
$759K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.86K+ 1.69% |
$127K - $147K
|
293K
$11M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
4.59K+ 1.75% |
$120K - $139K
|
267K
$9.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.27KNew |
$112K - $129K
|
4.27K
$160K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.27KNew |
$112K - $129K
|
4.27K
$160K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.08K+ 15.42% |
$107K - $124K
|
30.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.75K+ 4.55% |
$98.2K - $114K
|
86.3K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.58KNew |
$93.8K - $109K
|
3.58K
$134K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
3.27K+ 4.46% |
$85.6K - $99.1K
|
76.7K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.95KNew |
$77.3K - $89.4K
|
2.95K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.71KNew |
$71.1K - $82.3K
|
2.71K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.64K+ 161.36% |
$69.2K - $80.1K
|
4.28K
$160K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.26K+ 3.53% |
$59.2K - $68.6K
|
66.3K
$2.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.26K+ 16.22% |
$59.1K - $68.4K
|
16.2K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.25K+ 7.41% |
$58.8K - $68K
|
32.5K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.2KNew |
$57.6K - $66.7K
|
2.2K
$82.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 16.14% |
$53K - $61.4K
|
14.6K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.87K+ 22.56% |
$48.9K - $56.6K
|
10.1K
$380K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.82K+ 2.24% |
$47.7K - $55.3K
|
83K
$3.11M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.79K+ 2.42% |
$47K - $54.4K
|
76K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.73K+ 3.81% |
$45.3K - $52.5K
|
47.2K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.65K+ 2.05% |
$43.3K - $50.1K
|
82.3K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.53KNew |
$39.9K - $46.2K
|
1.53K
$57.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24KNew |
$32.5K - $37.7K
|
1.24K
$46.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.23KNew |
$32.2K - $37.3K
|
1.23K
$46.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
931+ 4.89% |
$24.4K - $28.2K
|
20K
$748K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
715+ 0.86% |
$18.7K - $21.7K
|
83.7K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
660+ 0.12% |
$17.3K - $20K
|
570K
$21.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
508+ 2.54% |
$13.3K - $15.4K
|
20.5K
$768K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
461+ 66.81% |
$12.1K - $14K
|
1.15K
$43.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
290+ 0.32% |
$7.59K - $8.79K
|
91.3K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
151+ 0.29% |
$3.95K - $4.58K
|
52.9K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38New |
$995 - $1.15K
|
38
$1.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 1.25% |
$445 - $515
|
1.38K
$51.5K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 1.23% |
$288 - $333
|
908
$34K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.22% |
$26.2 - $30.3
|
83
$3.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-41- 0.02% |
$1.07K - $1.24K
|
199K
$7.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-73- 0.94% |
$1.91K - $2.21K
|
7.69K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-193- 1.2% |
$5.05K - $5.85K
|
15.9K
$596K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-629- 2.97% |
$16.5K - $19.1K
|
20.6K
$770K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-770- 6.16% |
$20.2K - $23.3K
|
11.7K
$439K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-819- 28.11% |
$21.4K - $24.8K
|
2.1K
$78.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-966- 6.67% |
$25.3K - $29.3K
|
13.5K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-988- 0.62% |
$25.9K - $29.9K
|
159K
$5.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.02K- 7.1% |
$26.6K - $30.8K
|
13.3K
$499K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 76.69% |
$39.3K - $45.5K
|
456
$17.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.66K- 5.19% |
$43.4K - $50.3K
|
30.3K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-3.14K- 5.78% |
$82.3K - $95.3K
|
51.2K
$1.92M
|