Purchases and Sales Made in Q1 2023 in Columbia Banking System, Inc. (COLB)
This table provides information about the institutional ownership of Columbia Banking System, Inc. (COLB) during Q1 2023. The information is specifically focused on institutions that hold shares of COLUMBIA BANKING SYSTEM, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
391+ 3554.55% |
$7.89K - $12.9K
|
402
$11.2K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
374+ 49.8% |
$7.55K - $12.3K
|
1.13K
$31.3K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
373+ 69.98% |
$7.53K - $12.3K
|
906
$25.2K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
327+ 0.47% |
$6.6K - $10.8K
|
69.3K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
327New |
$6.6K - $10.8K
|
327
$9.09K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
323New |
$6.52K - $10.6K
|
323
$8.98K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
311New |
$6.28K - $10.2K
|
311
$8.64K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
308New |
$6.22K - $10.1K
|
308
$8.56K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
304+ 310.2% |
$6.14K - $10K
|
402
$11.2K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
238New |
$4.81K - $7.84K
|
238
$6.61K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
232New |
$4.68K - $7.64K
|
232
$6.45K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
201+ 33.5% |
$4.06K - $6.62K
|
801
$22.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
186+ 13.03% |
$3.76K - $6.13K
|
1.61K
$44.9K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
BUY
|
- |
178New |
$3.59K - $5.86K
|
178
$4.95K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
159New |
$3.21K - $5.24K
|
159
$4.42K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
147+ 18.01% |
$2.97K - $4.84K
|
963
$26.8K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
137+ 0.33% |
$2.77K - $4.51K
|
41.2K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
117New |
$2.36K - $3.85K
|
117
$3.25K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
116+ 196.61% |
$2.34K - $3.82K
|
175
$4.86K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 1.3% |
$2.18K - $3.56K
|
8.39K
$233K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
100New |
$2.02K - $3.29K
|
100
$2.78K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
100New |
$2.02K - $3.29K
|
100
$2.78K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
92+ 25.0% |
$1.86K - $3.03K
|
460
$12.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
66+ 7.14% |
$1.33K - $2.17K
|
991
$27.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
64+ 133.33% |
$1.29K - $2.11K
|
112
$3.11K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
59+ 1.79% |
$1.19K - $1.94K
|
3.36K
$93.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
57New |
$1.15K - $1.88K
|
57
$1.58K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
56+ 93.33% |
$1.13K - $1.84K
|
116
$3.22K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54New |
$1.09K - $1.78K
|
54
$1.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
51New |
$1.03K - $1.68K
|
51
$1.42K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$1.01K - $1.65K
|
50
$1.39K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
49+ 13.46% |
$989 - $1.61K
|
413
$11.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
47New |
$949 - $1.55K
|
47
$1.31K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
42New |
$848 - $1.38K
|
42
$1.17K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 49.28% |
$686 - $1.12K
|
103
$2.86K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31New |
$626 - $1.02K
|
31
$861
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
30New |
$606 - $988
|
30
$834
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26+ 200.0% |
$525 - $856
|
39
$1.08K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 113.64% |
$505 - $824
|
47
$1.31K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$464 - $758
|
23
$639
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21New |
$424 - $692
|
21
$584
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16New |
$323 - $527
|
16
$445
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
13New |
$262 - $428
|
13
$361
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$162 - $264
|
8
$222
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6New |
$121 - $198
|
6
$167
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6+ 0.05% |
$121 - $198
|
11.9K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4New |
$80.8 - $132
|
4
$111
|
|
|
May 31, 2023
Q1 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|