Purchases and Sales Made in Q2 2023 in Columbia Banking System, Inc. (COLB)
This table provides information about the institutional ownership of Columbia Banking System, Inc. (COLB) during Q2 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 |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
328New |
$6.05K - $7.78K
|
328
$8.93K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
277+ 1.35% |
$5.11K - $6.57K
|
20.8K
$565K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
274New |
$5.05K - $6.5K
|
274
$7.46K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
271+ 22.3% |
$5K - $6.43K
|
1.49K
$40.4K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
225+ 0.8% |
$4.15K - $5.33K
|
28.5K
$775K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
195+ 1.79% |
$3.6K - $4.62K
|
11.1K
$301K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
188+ 0.41% |
$3.47K - $4.46K
|
46.3K
$1.26M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
179New |
$3.3K - $4.24K
|
179
$4.87K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
159+ 47.89% |
$2.93K - $3.77K
|
491
$13.4K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
153New |
$2.82K - $3.63K
|
153
$4.16K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
146+ 0.76% |
$2.69K - $3.46K
|
19.4K
$528K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
146+ 0.76% |
$2.69K - $3.46K
|
19.4K
$528K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
133+ 33.5% |
$2.45K - $3.15K
|
530
$14.4K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
124+ 0.97% |
$2.29K - $2.94K
|
13K
$353K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114New |
$2.1K - $2.7K
|
114
$3.1K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111+ 2.72% |
$2.05K - $2.63K
|
4.19K
$114K
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
86+ 0.06% |
$1.59K - $2.04K
|
133K
$3.62M
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
79+ 0.21% |
$1.46K - $1.87K
|
37.9K
$1.03M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
43+ 10.41% |
$793 - $1.02K
|
456
$12.4K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
43+ 10.41% |
$793 - $1.02K
|
456
$12.4K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28New |
$516 - $664
|
28
$762
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27New |
$498 - $640
|
27
$735
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$443 - $569
|
24
$653
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 20.39% |
$387 - $498
|
124
$3.38K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$350 - $450
|
19
$517
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 1.55% |
$258 - $332
|
920
$25K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$240 - $308
|
13
$354
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$111 - $142
|
6
$163
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 2.82% |
$92.2 - $119
|
182
$4.95K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$55.3 - $71.1
|
3
$81.7
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 4.76% |
$18.4 - $23.7
|
22
$599
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.56% |
$18.4 - $23.7
|
38
$1.03K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.61% |
$111 - $142
|
985
$26.8K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 12.96% |
$129 - $166
|
47
$1.28K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 13.79% |
$295 - $379
|
100
$2.72K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 40.43% |
$350 - $450
|
28
$762
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-37- 0.57% |
$682 - $877
|
6.45K
$176K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-47- 26.86% |
$867 - $1.11K
|
128
$3.48K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-83- 0.99% |
$1.53K - $1.97K
|
8.3K
$226K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 46.11% |
$1.64K - $2.11K
|
104
$2.83K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-97- 9.44% |
$1.79K - $2.3K
|
931
$25.3K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-109- 0.12% |
$2.01K - $2.58K
|
92.9K
$2.53M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-111- 0.6% |
$2.05K - $2.63K
|
18.4K
$502K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-119- 51.07% |
$2.19K - $2.82K
|
114
$3.1K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-124- 30.85% |
$2.29K - $2.94K
|
278
$7.57K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127- 59.07% |
$2.34K - $3.01K
|
88
$2.4K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-132- 11.73% |
$2.43K - $3.13K
|
993
$27K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-153- 1.24% |
$2.82K - $3.63K
|
12.2K
$331K
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154- 0.27% |
$2.84K - $3.65K
|
57.6K
$1.57M
|