Columbia ETF Tr I Diversified DIAL

DIAL Quotes by TradingView
Institutional shares held 13.6 Million
0 calls
0 puts
Total value of holdings $244M
$0 calls
$0 puts
# of Institutions 53

Quarterly Institutional Activity in DIAL

Shares Bought
Shares Sold
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Top Institutions Holding DIAL

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Latest Institutional Activity in DIAL

Top Purchases

Q1 2025
5 T Wealth, LLC Shares Held: 10.6K ($190K)
10.6K Shares purchased
New Holding
Q1 2025
Bank Plus Wealth Management LLC Shares Held: 38.8K ($694K)
9.37K Shares purchased
31.87% Added
Q1 2025
Westside Investment Management, Inc. Shares Held: 4K ($71.6K)
4K Shares purchased
New Holding
Q1 2025
Millington Financial Advisors, LLC Shares Held: 61.4K ($1.1M)
2.03K Shares purchased
3.42% Added
Q1 2025
Envestnet Asset Management Inc Shares Held: 109K ($1.96M)
1.59K Shares purchased
1.48% Added
View All Buyers

Top Sells

Q1 2025
Prentice Wealth Management LLC Shares Held: 19.7K ($353K)
526K Shares sold
96.39% Reduced
Q1 2025
New Insight Wealth Advisors Shares Held: 38.1K ($683K)
14.6K Shares sold
27.69% Reduced
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 36K ($644K)
14K Shares sold
28.0% Reduced
Q1 2025
Acorn Wealth Advisors, LLC Shares Held: 58.4K ($1.05M)
7.67K Shares sold
11.62% Reduced
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 40.2K ($720K)
5.65K Shares sold
12.32% Reduced
View All Sellers

About DIAL

DIAL Chart by TradingView
DIAL Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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