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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
130New |
$8.36K - $9.94K
|
130
$7.72K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.53K+ 22.16% |
$548K - $652K
|
47K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 33.37% |
$71.4K - $84.9K
|
4.44K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 16.25% |
$836 - $994
|
93
$5.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58+ 0.8% |
$3.73K - $4.43K
|
7.34K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.35% |
$771 - $917
|
3.43K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.71KNew |
$238K - $283K
|
3.71K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10New |
$643 - $765
|
10
$594
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-12.2K- 33.47% |
$784K - $933K
|
24.3K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
356New |
$22.9K - $27.2K
|
356
$21.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$166K - $197K
|
227K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14New |
$900 - $1.07K
|
14
$831
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.86KNew |
$634K - $754K
|
9.86K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.56K- 12.7% |
$229K - $272K
|
24.5K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.71K- 7.65% |
$174K - $207K
|
32.8K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$19.3K - $22.9K
|
300
$17.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.89KNew |
$250K - $297K
|
3.89K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 47.81% |
$177K - $210K
|
8.5K
$505K
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.3KNew |
$231K - $258K
|
3.3K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.73K+ 144.64% |
$332K - $370K
|
8.01K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.34KNew |
$235K - $261K
|
3.34K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$491 - $548
|
7
$416
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139New |
$9.76K - $10.9K
|
139
$8.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.45KNew |
$453K - $504K
|
6.45K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.26% |
$632 - $704
|
706
$41.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
130New |
$9.13K - $10.2K
|
130
$7.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
772+ 22.36% |
$54.2K - $60.4K
|
4.23K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200+ 22.52% |
$14K - $15.7K
|
1.09K
$64.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
97.1KNew |
$6.81M - $7.59M
|
97.1K
$5.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.19K - $1.33K
|
17
$1.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-285- 0.18% |
$20K - $22.3K
|
162K
$9.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$217K - $242K
|
3.09K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
118New |
$8.28K - $9.23K
|
118
$7.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
446+ 77.97% |
$31.3K - $34.9K
|
1.02K
$60.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89KNew |
$203K - $226K
|
2.89K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29.1K- 93.87% |
$2.04M - $2.28M
|
1.9K
$113K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$8.1M - $9.03M
|
115K
$6.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.54K- 3.54% |
$108K - $121K
|
42.1K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.14K+ 32.64% |
$79.9K - $89K
|
4.62K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.93KNew |
$206K - $229K
|
2.93K
$174K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-493- 14.51% |
$34.6K - $38.6K
|
2.9K
$172K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.8K- 86.32% |
$2.26M - $2.54M
|
5.68K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$1.01M - $1.14M
|
16K
$953K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10.4K+ 37.98% |
$655K - $739K
|
37.8K
$2.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$2.84K - $3.2K
|
45
$2.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$18.9K - $21.3K
|
300
$17.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$191K - $216K
|
3.04K
$180K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$232K - $255K
|
3.96K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.33K+ 25.54% |
$311K - $343K
|
26.2K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$3.86K - $4.25K
|
66
$3.92K
|
|