Latest Institutional Transactions on Columbia ETF Tr Ii Columbia In (INCO)
This table provides information on the latest institutional transactions involving Columbia ETF Tr Ii Columbia In (INCO) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$166K - $197K
|
227K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.47K+ 103.68% |
$94.2K - $112K
|
2.88K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.86KNew |
$634K - $754K
|
9.86K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14New |
$900 - $1.07K
|
14
$865
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.71K- 7.65% |
$174K - $207K
|
32.8K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.56K- 12.7% |
$229K - $272K
|
24.5K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.89KNew |
$250K - $297K
|
3.89K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$19.3K - $22.9K
|
300
$18.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 47.81% |
$177K - $210K
|
8.5K
$525K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.58K- 28.12% |
$295K - $350K
|
11.7K
$723K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.7K+ 8.32% |
$173K - $206K
|
35.1K
$2.17M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.9K- 73.72% |
$1.05M - $1.17M
|
5.32K
$328K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.3KNew |
$231K - $258K
|
3.3K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$820K - $914K
|
11.7K
$722K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16New |
$1.12K - $1.25K
|
16
$988
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 1.98% |
$11.6K - $12.9K
|
8.51K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$484K - $540K
|
6.9K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$491 - $548
|
7
$432
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
684+ 5.75% |
$48K - $53.5K
|
12.6K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139New |
$9.76K - $10.9K
|
139
$8.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 10.71% |
$246K - $274K
|
36.2K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
586+ 12.01% |
$41.1K - $45.9K
|
5.47K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.1K+ 115.01% |
$5.2M - $5.79M
|
138K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.3K+ 11.98% |
$4.09M - $4.56M
|
545K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
75+ 4.8% |
$5.27K - $5.87K
|
1.64K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72K- 73.22% |
$5.05M - $5.63M
|
26.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.73K+ 144.64% |
$332K - $370K
|
8.01K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.34KNew |
$235K - $261K
|
3.34K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.05KNew |
$565K - $630K
|
8.05K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-501- 17.59% |
$35.2K - $39.2K
|
2.35K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.03K+ 38.03% |
$283K - $315K
|
14.6K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
130New |
$9.13K - $10.2K
|
130
$8.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.26% |
$632 - $704
|
706
$43.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.45KNew |
$453K - $504K
|
6.45K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-576- 12.73% |
$40.4K - $45.1K
|
3.95K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14+ 34.15% |
$983 - $1.1K
|
55
$3.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.61K+ 5.31% |
$113K - $126K
|
32K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.37K+ 48.07% |
$237K - $264K
|
10.4K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
772+ 22.36% |
$54.2K - $60.4K
|
4.23K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
705+ 21.77% |
$49.5K - $55.2K
|
3.94K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$140K - $157K
|
2K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
705+ 12.9% |
$49.5K - $55.2K
|
6.17K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22K+ 1760.79% |
$1.54M - $1.72M
|
23.2K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200+ 22.52% |
$14K - $15.7K
|
1.09K
$67.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
97.1KNew |
$6.81M - $7.59M
|
97.1K
$5.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91K+ 173.49% |
$6.39M - $7.12M
|
143K
$8.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.28KNew |
$511K - $570K
|
7.28K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 0.25% |
$14K - $15.7K
|
81.6K
$5.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.48K+ 55.43% |
$314K - $350K
|
12.6K
$776K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.19K - $1.33K
|
17
$1.05K
|
|