Purchases and Sales Made in Q3 2025 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q3 2025. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I DIVERSIFIED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
805K+ 13.85% |
$14.5M - $14.9M
|
6.62M
$121M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
417K+ 34.33% |
$7.5M - $7.72M
|
1.63M
$29.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
315KNew |
$5.67M - $5.84M
|
315K
$5.78M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
305KNew |
$5.47M - $5.64M
|
305K
$5.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.9K+ 7.05% |
$1.47M - $1.52M
|
1.24M
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2KNew |
$345K - $355K
|
19.2K
$352K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.8KNew |
$213K - $219K
|
11.8K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$212K - $218K
|
11.8K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.8KNew |
$194K - $199K
|
10.8K
$197K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.83KNew |
$141K - $145K
|
7.83K
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.57K+ 0.76% |
$82.1K - $84.6K
|
608K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.34K+ 4.72% |
$60K - $61.8K
|
74.1K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.72K+ 3.48% |
$30.9K - $31.9K
|
51.2K
$938K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.57K+ 5.42% |
$28.2K - $29K
|
30.5K
$559K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.39KNew |
$25.1K - $25.8K
|
1.39K
$25.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
910+ 5.73% |
$16.4K - $16.8K
|
16.8K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215+ 0.9% |
$3.86K - $3.98K
|
24.1K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168+ 0.32% |
$3.02K - $3.11K
|
53.3K
$976K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
105+ 5.9% |
$1.89K - $1.94K
|
1.89K
$34.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15New |
$270 - $278
|
15
$275
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-169- 48.29% |
$3.04K - $3.13K
|
181
$3.32K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-532- 3.5% |
$9.56K - $9.85K
|
14.7K
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.28K- 27.97% |
$23K - $23.7K
|
3.29K
$60.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.4K- 11.85% |
$25.2K - $25.9K
|
10.4K
$191K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.6K- 4.44% |
$28.7K - $29.6K
|
34.4K
$629K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.82K- 5.34% |
$32.8K - $33.8K
|
32.4K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.27K- 4.95% |
$40.7K - $41.9K
|
43.5K
$797K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.58K- 19.66% |
$46.4K - $47.8K
|
10.5K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.29K- 5.51% |
$59.2K - $61K
|
56.4K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-3.3K- 28.45% |
$59.3K - $61.1K
|
8.3K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.91K- 3.38% |
$106K - $109K
|
169K
$3.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.75K- 11.59% |
$121K - $125K
|
51.5K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 1.98% |
$325K - $335K
|
898K
$16.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.6K- 61.41% |
$407K - $419K
|
14.2K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.6K- 71.4% |
$460K - $474K
|
10.3K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.2K- 2.94% |
$488K - $503K
|
898K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.8K- 33.91% |
$517K - $532K
|
56.1K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.1K- 61.7% |
$738K - $761K
|
25.5K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.5K- 87.3% |
$1.72M - $1.77M
|
13.9K
$255K
|
|