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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.37K+ 0.3% |
$40.6K - $44.8K
|
465K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 25.27% |
$38.3K - $42.3K
|
6.41K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.13K+ 5.08% |
$33.3K - $36.8K
|
23.3K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.07K+ 9.05% |
$31.7K - $35K
|
12.9K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
950New |
$28.1K - $31K
|
950
$28.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
865+ 2.36% |
$25.6K - $28.3K
|
37.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
816New |
$24.2K - $26.7K
|
816
$24.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
760+ 2.29% |
$22.5K - $24.8K
|
33.9K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
594+ 0.24% |
$17.6K - $19.4K
|
251K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
564New |
$16.7K - $18.4K
|
564
$17K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
292+ 1.6% |
$8.64K - $9.54K
|
18.6K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
200+ 1.14% |
$5.92K - $6.53K
|
17.7K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
108+ 0.4% |
$3.2K - $3.53K
|
27.2K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 4.71% |
$2.96K - $3.27K
|
2.22K
$67K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85New |
$2.52K - $2.78K
|
85
$2.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
37New |
$1.1K - $1.21K
|
37
$1.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
37+ 2.69% |
$1.1K - $1.21K
|
1.41K
$42.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
34+ 0.18% |
$1.01K - $1.11K
|
18.9K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.76% |
$1.01K - $1.11K
|
1.26K
$38.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 2.75% |
$740 - $817
|
933
$28.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.69% |
$88.8 - $98
|
436
$13.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 16.6% |
$3.7K - $4.08K
|
628
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.67% |
$5.27K - $5.82K
|
10.5K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-236- 3.18% |
$6.99K - $7.71K
|
7.19K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-617- 72.16% |
$18.3K - $20.2K
|
238
$7.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-878- 5.44% |
$26K - $28.7K
|
15.3K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.03K- 46.12% |
$30.6K - $33.7K
|
1.21K
$36.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.26K- 1.33% |
$37.4K - $41.2K
|
93.5K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 12.88% |
$51.9K - $57.3K
|
11.9K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.82K- 8.24% |
$53.8K - $59.4K
|
20.3K
$611K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.32K- 0.47% |
$68.8K - $75.9K
|
491K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.84K- 2.06% |
$83.9K - $92.7K
|
135K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.54K- 3.26% |
$164K - $181K
|
164K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 7.41% |
$171K - $189K
|
72.2K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.22K- 5.37% |
$184K - $203K
|
110K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.78K- 31.37% |
$230K - $254K
|
17K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 4.83% |
$321K - $355K
|
214K
$6.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 32.39% |
$389K - $429K
|
27.4K
$827K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.1K- 2.59% |
$448K - $494K
|
569K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19.4K- 16.55% |
$576K - $635K
|
98K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.6K- 38.43% |
$934K - $1.03M
|
50.5K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-36.3K- 5.42% |
$1.07M - $1.19M
|
633K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-63.3K- 39.89% |
$1.87M - $2.07M
|
95.4K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-393K- 71.94% |
$11.6M - $12.8M
|
153K
$4.63M
|