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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
13.6KNew |
$404K - $434K
|
13.6K
$439K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 25.63% |
$6.15M - $6.61M
|
1.02M
$32.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-493- 18.17% |
$14.6K - $15.7K
|
2.22K
$71.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40.9K+ 11.96% |
$1.21M - $1.31M
|
383K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.16K+ 16.17% |
$183K - $197K
|
44.3K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 3.81% |
$140K - $151K
|
129K
$4.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
163+ 2.11% |
$4.84K - $5.2K
|
7.88K
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6.28KNew |
$186K - $200K
|
6.28K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.78K+ 3.73% |
$172K - $184K
|
161K
$5.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75+ 1.67% |
$2.23K - $2.39K
|
4.58K
$148K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
946New |
$28.1K - $30.2K
|
946
$30.5K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-728- 0.7% |
$21.6K - $23.2K
|
103K
$3.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.74K- 3.36% |
$200K - $215K
|
194K
$6.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 9.78% |
$60.4K - $65K
|
18.8K
$606K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.6KNew |
$226K - $243K
|
7.6K
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-239- 20.76% |
$7.1K - $7.63K
|
912
$29.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
451KNew |
$13.4M - $14.4M
|
451K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
4.39K+ 1.65% |
$131K - $140K
|
271K
$8.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$6.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
76.3KNew |
$2.27M - $2.44M
|
76.3K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
15.2KNew |
$450K - $484K
|
15.2K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.99K+ 4.61% |
$178K - $191K
|
136K
$4.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 15.16% |
$537K - $577K
|
137K
$4.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.02K+ 3.31% |
$89.8K - $96.5K
|
94.4K
$3.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
24.5K+ 40.83% |
$729K - $784K
|
84.7K
$2.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
3.7K+ 5.99% |
$110K - $118K
|
65.4K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-12.9K- 40.66% |
$384K - $413K
|
18.9K
$608K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9K+ 65.31% |
$1.39M - $1.5M
|
119K
$3.83M
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 6.11% |
$48.2K - $52.2K
|
25.8K
$831K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
230+ 0.71% |
$6.6K - $7.16K
|
32.4K
$1.05M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 78.07% |
$10.2K - $11.1K
|
100
$3.23K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-25.4K- 62.6% |
$728K - $789K
|
15.1K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-504- 33.05% |
$14.5K - $15.7K
|
1.02K
$32.9K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
17.7K+ 10.16% |
$508K - $550K
|
192K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$497K - $538K
|
17.3K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.51K+ 7.62% |
$129K - $140K
|
63.6K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-700Closed |
$20.1K - $21.8K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2K+ 2.38% |
$34.5K - $37.3K
|
51.5K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
554New |
$15.9K - $17.2K
|
554
$17.9K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.74K+ 13.31% |
$49.9K - $54.1K
|
14.8K
$477K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
222K+ 1079.55% |
$6.37M - $6.91M
|
243K
$7.82M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
137KNew |
$3.94M - $4.27M
|
137K
$4.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11.4K+ 126.82% |
$326K - $354K
|
20.3K
$656K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$248K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 1.23% |
$288 - $333
|
908
$29.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-819- 28.11% |
$21.4K - $24.8K
|
2.1K
$67.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15K+ 8.6% |
$393K - $455K
|
190K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.66K- 5.19% |
$43.4K - $50.3K
|
30.3K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
71.7KNew |
$1.88M - $2.17M
|
71.7K
$2.31M
|
|