Latest Institutional Transactions on Columbia ETF Tr I Diversified (DIAL)
This table provides information on the latest institutional transactions involving Columbia ETF Tr I Diversified (DIAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 2.22% |
$239K - $252K
|
599K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.06K+ 38.91% |
$106K - $112K
|
21.6K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$408K - $430K
|
23.3K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-263K- 23.59% |
$4.61M - $4.86M
|
853K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15.4KNew |
$270K - $284K
|
15.4K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.2KNew |
$721K - $760K
|
41.2K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.88K+ 3.61% |
$103K - $109K
|
169K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
310K+ 4.75% |
$5.42M - $5.71M
|
6.83M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.8K+ 6.11% |
$1.06M - $1.12M
|
1.06M
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.9K+ 163.58% |
$944K - $994K
|
86.8K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.04K- 2.28% |
$18.3K - $19.3K
|
44.7K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
495+ 24.29% |
$8.67K - $9.13K
|
2.53K
$45.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.6K- 12.59% |
$116K - $122K
|
45.8K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 1.58% |
$20.2K - $21.3K
|
71.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 0.25% |
$578 - $609
|
13.3K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127+ 0.06% |
$2.23K - $2.34K
|
226K
$4.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87K- 15.18% |
$1.52M - $1.6M
|
486K
$8.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.83K+ 3.69% |
$67.2K - $70.7K
|
108K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 33.42% |
$4.01M - $4.22M
|
914K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 67.82% |
$39.2K - $41.3K
|
1.06K
$19.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.1K- 4.12% |
$36.8K - $38.8K
|
48.9K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10K+ 15.75% |
$176K - $185K
|
73.8K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.2K- 20.95% |
$232K - $244K
|
49.9K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-295- 2.45% |
$5.17K - $5.44K
|
11.7K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-20.3K- 27.76% |
$355K - $374K
|
52.7K
$947K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.3KNew |
$672K - $707K
|
38.3K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-395- 18.12% |
$6.92K - $7.29K
|
1.79K
$32K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.83KNew |
$49.6K - $52.2K
|
2.83K
$50.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-388- 40.37% |
$6.8K - $7.16K
|
573
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.89K+ 17.61% |
$156K - $164K
|
59.4K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
169K+ 15.22% |
$2.96M - $3.12M
|
1.28M
$23M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.08K- 5.81% |
$71.4K - $75.2K
|
66.1K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
29K+ 5.61% |
$508K - $535K
|
546K
$9.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-605- 3.64% |
$10.6K - $11.2K
|
16K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112- 12.58% |
$1.96K - $2.07K
|
778
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.8KNew |
$206K - $217K
|
11.8K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-270- 1.7% |
$4.73K - $4.98K
|
15.6K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
29.4KNew |
$515K - $542K
|
29.4K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 4.77% |
$8.88K - $9.35K
|
11.1K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
11.7K+ 52.56% |
$204K - $215K
|
33.8K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 35.28% |
$3.07K - $3.23K
|
671
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-28- 0.12% |
$491 - $517
|
22.6K
$405K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 43.97% |
$22.4K - $23.7K
|
1.63K
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$287K - $304K
|
16.4K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 53.83% |
$243K - $258K
|
11.9K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-481- 0.63% |
$8.41K - $8.9K
|
75.9K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25KNew |
$21.8K - $23.1K
|
1.25K
$22.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27+ 0.08% |
$472 - $500
|
35.3K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 2.34% |
$4.77K - $5.05K
|
11.4K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.4K+ 7.52% |
$374K - $396K
|
306K
$5.49M
|
|