Purchases and Sales Made in Q4 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
788KNew |
$23.3M - $25.8M
|
788K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
81.5KNew |
$2.41M - $2.66M
|
81.5K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
65.7K+ 10.01% |
$1.94M - $2.15M
|
722K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
61.1K+ 35.86% |
$1.81M - $1.99M
|
231K
$6.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
45.8KNew |
$1.36M - $1.5M
|
45.8K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35.7KNew |
$1.06M - $1.17M
|
35.7K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
33.8K+ 41.56% |
$1M - $1.1M
|
115K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
31.6K+ 18.22% |
$937K - $1.03M
|
205K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
31K+ 48.11% |
$919K - $1.01M
|
95.6K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
31K+ 36.83% |
$917K - $1.01M
|
115K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.1KNew |
$626K - $691K
|
21.1K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.6K+ 12.68% |
$579K - $640K
|
174K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 3.05% |
$546K - $603K
|
624K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
18.4K+ 13.85% |
$544K - $601K
|
151K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
17.8KNew |
$526K - $580K
|
17.8K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.7KNew |
$495K - $546K
|
16.7K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.4K+ 1.89% |
$426K - $470K
|
776K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.3K+ 4.88% |
$423K - $467K
|
307K
$9.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 7.61% |
$392K - $432K
|
187K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1KNew |
$389K - $429K
|
13.1K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
12.6K+ 4.59% |
$372K - $411K
|
287K
$8.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 9.76% |
$362K - $400K
|
138K
$4.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
11.6KNew |
$344K - $380K
|
11.6K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.5K+ 8.73% |
$342K - $377K
|
144K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.9KNew |
$323K - $357K
|
10.9K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$312K - $344K
|
10.5K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
9.96K+ 4.89% |
$295K - $325K
|
214K
$6.45M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.94K+ 7.35% |
$294K - $325K
|
145K
$4.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.64K+ 6.78% |
$285K - $315K
|
152K
$4.59M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
8.48K+ 4.74% |
$251K - $277K
|
187K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.43K+ 7.82% |
$249K - $275K
|
116K
$3.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
8.04KNew |
$238K - $263K
|
8.04K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.97K+ 4.13% |
$236K - $260K
|
201K
$6.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.91K+ 8.38% |
$234K - $258K
|
102K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.21K+ 6.96% |
$184K - $203K
|
95.5K
$2.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
5.94K+ 0.68% |
$176K - $194K
|
874K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.46K+ 2.73% |
$161K - $178K
|
205K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.35K+ 3.77% |
$158K - $175K
|
147K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5K+ 5.5% |
$148K - $163K
|
95.9K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
4.78K+ 0.62% |
$142K - $156K
|
774K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
4.65K+ 5.56% |
$138K - $152K
|
88.2K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.5K+ 5.34% |
$133K - $147K
|
88.7K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.74K+ 52.15% |
$111K - $122K
|
10.9K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.5K+ 4.44% |
$103K - $114K
|
82.2K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.98K+ 21.2% |
$88.3K - $97.5K
|
17.1K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.73K+ 2.88% |
$80.7K - $89.1K
|
97.5K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.28K+ 46.81% |
$67.4K - $74.4K
|
7.14K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75K+ 4.78% |
$51.9K - $57.3K
|
38.4K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.58K+ 7.75% |
$46.6K - $51.5K
|
21.9K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.51K+ 14.55% |
$44.6K - $49.2K
|
11.9K
$358K
|