Latest Institutional Transactions on Columbia ETF Tr Ii (XCEM)
This table provides information on the latest institutional transactions involving Columbia ETF Tr Ii (XCEM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.81KNew |
$197K - $214K
|
5.81K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.9K- 2.82% |
$946K - $1.03M
|
961K
$36.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
601+ 60.16% |
$20.3K - $22.2K
|
1.6K
$61.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.46K+ 15.78% |
$117K - $127K
|
25.4K
$970K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 259.38% |
$870K - $947K
|
35.6K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
693+ 2.7% |
$23.5K - $25.5K
|
26.4K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
5.79K+ 29.31% |
$196K - $213K
|
25.5K
$977K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.84K+ 1.04% |
$62.4K - $68K
|
180K
$6.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.24KNew |
$41.8K - $45.5K
|
1.24K
$47.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.23K- 25.61% |
$75.6K - $82.3K
|
6.48K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.43K+ 17.12% |
$218K - $237K
|
44K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$169 - $184
|
21.2K
$809K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.1K+ 4.08% |
$206K - $225K
|
156K
$5.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 2.45% |
$137K - $149K
|
169K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.04K+ 5.37% |
$35.1K - $38.2K
|
20.3K
$778K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
5.06K+ 1.56% |
$171K - $187K
|
329K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
34.7KNew |
$1.17M - $1.28M
|
34.7K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 3.6% |
$67.6K - $73.6K
|
57.5K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
491+ 1.61% |
$16.6K - $18.1K
|
31K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.62K- 1.61% |
$88.8K - $96.7K
|
160K
$6.13M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.03K+ 7.99% |
$34.8K - $37.9K
|
13.9K
$532K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 160.67% |
$206K - $224K
|
9.86K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.25% |
$37.9K - $41.3K
|
33.3K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-419- 19.31% |
$14.2K - $15.4K
|
1.75K
$67K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-562- 42.03% |
$19K - $20.7K
|
775
$29.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.4K+ 4.62% |
$183K - $199K
|
122K
$4.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2K+ 1.15% |
$67.7K - $73.7K
|
176K
$6.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-519- 3.33% |
$17.6K - $19.1K
|
15K
$576K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-229K- 90.98% |
$7.75M - $8.44M
|
22.7K
$868K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.67K+ 4.0% |
$260K - $283K
|
200K
$7.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-107K- 23.62% |
$3.61M - $3.93M
|
345K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
326+ 1.73% |
$11K - $12K
|
19.2K
$735K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.38K+ 29.89% |
$80.4K - $87.5K
|
10.3K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-232- 0.29% |
$7.85K - $8.55K
|
79.8K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.52K+ 7.73% |
$322K - $351K
|
133K
$5.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
57.2K+ 24.17% |
$1.94M - $2.11M
|
294K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10K- 3.27% |
$340K - $370K
|
297K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
575+ 6.32% |
$19.5K - $21.2K
|
9.67K
$370K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.31K+ 3.65% |
$112K - $122K
|
93.8K
$3.59M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 0.97% |
$64.9K - $70.6K
|
196K
$7.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.35K+ 8.59% |
$45.6K - $49.7K
|
17K
$652K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-597- 0.1% |
$20.2K - $22K
|
575K
$22M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102K+ 7.7% |
$3.44M - $3.74M
|
1.42M
$54.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.07% |
$169 - $184
|
7.43K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 2.12% |
$3.39K - $3.69K
|
4.62K
$177K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.37K- 1.44% |
$46.4K - $50.5K
|
93.8K
$3.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-236- 1.12% |
$7.99K - $8.7K
|
20.8K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.92K- 1.25% |
$98.7K - $107K
|
230K
$8.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-24.3K- 19.07% |
$823K - $896K
|
103K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$438K - $477K
|
12.9K
$495K
|
|