Latest Institutional Transactions on Columbia ETF Tr Ii Columbia In (INCO)

INCO Quotes by TradingView

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
May 13, 2024 Q1 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
3.3K
New
$193K - $212K
3.3K $196K
Q4 2023
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
54
New
$2.83K - $3.22K
54 $3.21K
Feb 09, 2024 Q4 2023
Pictet North America Advisors Sa

SELL
 -
-2.49K
- 25.73%
$130K - $149K
7.18K $426K
Q3 2023
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
4.15K
New
$212K - $226K
4.15K $247K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
280
+ 5.05%
$14.3K - $15.2K
5.83K $346K
Nov 02, 2023 Q3 2023
Banque Pictet & Cie Sa

BUY
 -
81
+ 0.84%
$4.14K - $4.4K
9.67K $574K
Q1 2023
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
9.45K
New
$409K - $439K
9.45K $561K
May 01, 2023 Q1 2023
Csenge Advisory Group

SELL
 -
-556
- 9.67%
$24.1K - $25.8K
5.19K $308K
Q4 2022
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
128
New
$5.71K - $6.88K
128 $7.6K
Q2 2022
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-4.81K
Closed
$222K - $249K
0 $0
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
502
New
$23.1K - $26K
502 $29.8K
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.22K
Closed
$54.9K - $68.7K
0 $0
May 16, 2022 Q1 2022
New Vernon Capital Holdings Ii LLC

Morristown, NJ
SELL
 -
-200
- 12.59%
$8.99K - $11.2K
1.39K $82.4K
Q4 2021
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-267
Closed
$13.5K - $16.4K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-497
Closed
$25.1K - $30.6K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-3.89K
Closed
$206K - $228K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
515
New
$27.3K - $30.1K
515 $30.6K
Q2 2021
Aug 16, 2021 Q2 2021
Credit Suisse Ag

Zurich, V8
BUY
 -
1.14K
+ 16.23%
$54.7K - $62.4K
8.16K $485K
Jul 27, 2021 Q2 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-4
Closed
$192 - $219
0 $0
Q1 2021
May 17, 2021 Q1 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2020
Feb 09, 2021 Q4 2020
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-100
Closed
$4.03K - $4.82K
0 $0
Feb 04, 2021 Q4 2020
Atwood & Palmer Inc

BUY
 -
330
New
$13.3K - $15.9K
330 $19.6K
Q2 2020
Sep 08, 2021 Q2 2020
Retirement Group, LLC

SELL
 -
-75
Closed
$2.14K - $2.84K
0 $0
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-906
Closed
$25.9K - $34.3K
0 $0
Q1 2020
May 14, 2020 Q1 2020
Cutler Investment Counsel LLC

SELL
 -
-11K
Closed
$292K - $481K
0 $0
May 12, 2020 Q1 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-980
Closed
$26.1K - $42.9K
0 $0
May 08, 2020 Q1 2020
Nvwm, LLC

SELL
 -
-389
Closed
$10.3K - $17K
0 $0
Apr 23, 2020 Q1 2020
Signaturefd, LLC

Atlanta, GA
SELL
 -
-331
Closed
$8.8K - $14.5K
0 $0
Apr 16, 2020 Q1 2020
Ballast Advisors LLC

BUY
 -
359
New
$9.55K - $15.7K
359 $21.3K
Q4 2019
Feb 14, 2020 Q4 2019
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-5.35K
Closed
$214K - $237K
0 $0
Q3 2019
Oct 28, 2019 Q3 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-495
Closed
$18.6K - $21K
0 $0
Q2 2019
Aug 08, 2019 Q2 2019
Cibc World Market Inc.

Toronto, A6
SELL
 -
-15K
Closed
N/A
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-375
Closed
N/A
0 $0
Q4 2018
Feb 08, 2019 Q4 2018
Stratos Wealth Partners, Ltd.

SELL
 -
-400
Closed
N/A
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
Financial Advocates Investment Management

Olympia, WA
BUY
 -
350
New
N/A
350 $20.8K
Nov 13, 2018 Q3 2018
Altshuler Shaham LTD

SELL
 -
-10
Closed
N/A
0 $0
Nov 13, 2018 Q3 2018
Blair William & CO

Chicago, IL
SELL
 -
-250
Closed
N/A
0 $0
Nov 05, 2018 Q3 2018
Bay Colony Advisory Group, Inc D

SELL
 -
-602
Closed
N/A
0 $0
Nov 05, 2018 Q3 2018
Flagship Harbor Advisors, LLC

SELL
 -
-60
Closed
N/A
0 $0
Q2 2018
Aug 13, 2018 Q2 2018
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.83K
Closed
N/A
0 $0
Q1 2018
May 11, 2018 Q1 2018
Seven Bridge Financial Group, LLC

SELL
 -
-7.3K
Closed
N/A
0 $0
May 10, 2018 Q1 2018
Avestar Capital, LLC

SELL
 -
-1.24K
Closed
N/A
0 $0
May 03, 2018 Q1 2018
Sg Americas Securities, LLC

SELL
 -
-5.3K
Closed
N/A
0 $0
Apr 17, 2018 Q1 2018
Calton & Associates, Inc.

SELL
 -
-1.14K
Closed
N/A
0 $0
Q4 2017
Jan 29, 2018 Q4 2017
Verde Servicos Internacionais S.A.

Sao Paulo, D5
SELL
 -
-5K
Closed
N/A
0 $0
Q3 2017
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
N/A
1 $59.4
Nov 14, 2017 Q3 2017
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
95
New
N/A
95 $5.64K

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