Purchases and Sales Made in Q4 2022 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q4 2022. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I DIVERSIFIED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.4K- 2.49% |
$351K - $383K
|
839K
$14.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-27.3K- 32.53% |
$447K - $489K
|
56.6K
$996K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-33.1K- 94.74% |
$543K - $593K
|
1.84K
$32.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.5K- 9.04% |
$582K - $635K
|
357K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40.9K- 71.03% |
$671K - $733K
|
16.7K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.5K- 27.25% |
$713K - $779K
|
116K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.5K- 23.71% |
$747K - $816K
|
147K
$2.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-50.4K- 44.22% |
$826K - $902K
|
63.6K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.4K- 31.47% |
$1.25M - $1.37M
|
166K
$2.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-93.2K- 53.36% |
$1.53M - $1.67M
|
81.5K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-96.8K- 15.09% |
$1.59M - $1.73M
|
545K
$9.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-99.7K- 56.27% |
$1.63M - $1.79M
|
77.5K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-218K- 60.24% |
$3.57M - $3.9M
|
144K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-423K- 26.94% |
$6.94M - $7.58M
|
1.15M
$20.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.56M- 92.21% |
$74.8M - $81.6M
|
385K
$6.78M
|