Purchases and Sales Made in Q4 2024 in Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
310K+ 4.75% |
$5.42M - $5.71M
|
6.83M
$123M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 33.42% |
$4.01M - $4.22M
|
914K
$16.4M
|
|
|
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 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 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.2KNew |
$721K - $760K
|
41.2K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.3KNew |
$672K - $707K
|
38.3K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
29.4KNew |
$515K - $542K
|
29.4K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
29K+ 5.61% |
$508K - $535K
|
546K
$9.8M
|
|
|
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
|
North Rock Partners, LLC
|
BUY
|
- |
15.4KNew |
$270K - $284K
|
15.4K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.8KNew |
$206K - $217K
|
11.8K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
11.7K+ 52.56% |
$204K - $215K
|
33.8K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10K+ 15.75% |
$176K - $185K
|
73.8K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.89K+ 17.61% |
$156K - $164K
|
59.4K
$1.07M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.88K+ 3.61% |
$103K - $109K
|
169K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.83K+ 3.69% |
$67.2K - $70.7K
|
108K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.83KNew |
$49.6K - $52.2K
|
2.83K
$50.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 4.77% |
$8.88K - $9.35K
|
11.1K
$200K
|
|
|
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
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 35.28% |
$3.07K - $3.23K
|
671
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127+ 0.06% |
$2.23K - $2.34K
|
226K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 0.25% |
$578 - $609
|
13.3K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-28- 0.12% |
$491 - $517
|
22.6K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112- 12.58% |
$1.96K - $2.07K
|
778
$14K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-270- 1.7% |
$4.73K - $4.98K
|
15.6K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-295- 2.45% |
$5.17K - $5.44K
|
11.7K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-388- 40.37% |
$6.8K - $7.16K
|
573
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-395- 18.12% |
$6.92K - $7.29K
|
1.79K
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-605- 3.64% |
$10.6K - $11.2K
|
16K
$287K
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 1.58% |
$20.2K - $21.3K
|
71.7K
$1.29M
|
|
|
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
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 67.82% |
$39.2K - $41.3K
|
1.06K
$19.1K
|
|
|
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 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.6K- 12.59% |
$116K - $122K
|
45.8K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.2K- 20.95% |
$232K - $244K
|
49.9K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 2.22% |
$239K - $252K
|
599K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-20.3K- 27.76% |
$355K - $374K
|
52.7K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87K- 15.18% |
$1.52M - $1.6M
|
486K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-263K- 23.59% |
$4.61M - $4.86M
|
853K
$15.3M
|