Purchases and Sales Made in Q2 2023 in Columbia ETF Tr Isustainable U (ESGS)
This table provides information about the institutional ownership of Columbia ETF Tr Isustainable U (ESGS) during Q2 2023. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR ISUSTAINABLE U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.8KNew |
$1.53M - $1.62M
|
42.8K
$1.97M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04KNew |
$324K - $343K
|
9.04K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.74K+ 16.73% |
$277K - $294K
|
54K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.17K+ 11.35% |
$221K - $234K
|
60.5K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.62KNew |
$58K - $61.5K
|
1.62K
$74.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.32KNew |
$47.3K - $50.1K
|
1.32K
$61K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
644+ 0.34% |
$23.1K - $24.4K
|
187K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251New |
$8.99K - $9.52K
|
251
$11.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
73New |
$2.61K - $2.77K
|
73
$3.37K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 0.56% |
$859 - $911
|
4.34K
$200K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
24+ 0.44% |
$859 - $911
|
5.45K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.05% |
$35.8 - $37.9
|
2.12K
$97.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.42K- 1.88% |
$50.8K - $53.8K
|
74K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 54.56% |
$54.8K - $58K
|
1.27K
$58.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.4K- 40.45% |
$445K - $471K
|
18.3K
$844K
|