Latest Institutional Sells of Columbia ETF Tr I Diversified (DIAL)
This list provides information on the latest institutional transactions involving Columbia ETF Tr I Diversified (DIAL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-263K- 23.59% |
$4.61M - $4.86M
|
853K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87K- 15.18% |
$1.52M - $1.6M
|
486K
$8.72M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-20.3K- 27.76% |
$355K - $374K
|
52.7K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 2.22% |
$239K - $252K
|
599K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.2K- 20.95% |
$232K - $244K
|
49.9K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.6K- 12.59% |
$116K - $122K
|
45.8K
$823K
|
|
|
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 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 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
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.04K- 2.28% |
$18.3K - $19.3K
|
44.7K
$802K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-605- 3.64% |
$10.6K - $11.2K
|
16K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-395- 18.12% |
$6.92K - $7.29K
|
1.79K
$32K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-388- 40.37% |
$6.8K - $7.16K
|
573
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-295- 2.45% |
$5.17K - $5.44K
|
11.7K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-270- 1.7% |
$4.73K - $4.98K
|
15.6K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112- 12.58% |
$1.96K - $2.07K
|
778
$14K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-28- 0.12% |
$491 - $517
|
22.6K
$405K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 53.83% |
$243K - $258K
|
11.9K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.32K- 43.43% |
$75.5K - $80K
|
5.63K
$101K
|
|
|
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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-481- 0.63% |
$8.41K - $8.9K
|
75.9K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-450- 2.64% |
$7.87K - $8.33K
|
16.6K
$298K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 2.34% |
$4.77K - $5.05K
|
11.4K
$204K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 17.0% |
$193K - $199K
|
54.6K
$981K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.22K- 18.81% |
$72.6K - $75.1K
|
18.2K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.45K- 98.28% |
$42.2K - $43.6K
|
43
$772
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.86K- 13.03% |
$32.1K - $33.1K
|
12.4K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 0.26% |
$534 - $551
|
12K
$216K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.9K- 75.52% |
$769K - $791K
|
14.2K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3K- 18.78% |
$391K - $402K
|
96.6K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 10.05% |
$32.7K - $33.6K
|
16.7K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-32- 3.38% |
$560 - $576
|
916
$16.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.36K- 4.93% |
$39.7K - $42K
|
45.5K
$817K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-453- 1.85% |
$7.61K - $8.05K
|
24.1K
$432K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-170K- 72.71% |
$2.94M - $3.04M
|
63.7K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-294- 2.0% |
$5.1K - $5.27K
|
14.4K
$258K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 63.75% |
$353K - $374K
|
11.7K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-19.6K- 34.7% |
$338K - $358K
|
36.9K
$663K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 0.79% |
$20.8K - $22K
|
153K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 65.6% |
$20.7K - $22K
|
632
$11.3K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.18K- 93.08% |
$20.4K - $21.6K
|
88
$1.58K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-50- 13.12% |
$861 - $911
|
331
$5.94K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 18.75% |
$51.6 - $54.7
|
13
$233
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 52.14% |
$210K - $229K
|
11.8K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 49.64% |
$202K - $221K
|
12.5K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 22.34% |
$48.3K - $52.7K
|
10.2K
$184K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 43.9% |
$169K - $190K
|
13K
$234K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.98K- 3.59% |
$49.3K - $55.5K
|
80K
$1.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-338- 0.84% |
$5.59K - $6.3K
|
39.9K
$717K
|
|