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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38New |
$995 - $1.15K
|
38
$1.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
76.2K+ 745.47% |
$1.99M - $2.31M
|
86.4K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.73K+ 3.81% |
$45.3K - $52.5K
|
47.2K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.61KNew |
$199K - $231K
|
7.61K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.23KNew |
$32.2K - $37.3K
|
1.23K
$39.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.22% |
$26.2 - $30.3
|
83
$2.68K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.97K- 10.7% |
$104K - $120K
|
33.2K
$1.07M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.7KNew |
$347K - $379K
|
12.7K
$411K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.2KNew |
$456K - $504K
|
17.2K
$554K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-125- 49.21% |
$3.32K - $3.67K
|
129
$4.16K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
25.3KNew |
$670K - $741K
|
25.3K
$815K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
415New |
$11K - $12.2K
|
415
$13.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$1.46K - $1.61K
|
55
$1.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
184+ 71.32% |
$4.88K - $5.4K
|
442
$14.3K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.98K+ 45.69% |
$152K - $167K
|
19.1K
$615K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31New |
$725 - $854
|
31
$1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$29.2K - $34.3K
|
1.25K
$40.2K
|
|
| Q1 2022 | |||||||
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17.3KNew |
$492K - $573K
|
17.3K
$558K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16KNew |
$33.1K - $38.6K
|
1.16K
$37.5K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-39.6KClosed |
$1.13M - $1.31M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-312Closed |
$8.87K - $10.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
155+ 34.29% |
$4.76K - $5.13K
|
607
$19.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62.2KClosed |
$1.91M - $2.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-618- 33.37% |
$19.6K - $20.9K
|
1.23K
$39.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-8.93KClosed |
$282K - $302K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-3.38KClosed |
$61.8K - $80.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6KClosed |
$355K - $388K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-68Closed |
$1.68K - $1.78K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-260Closed |
$6.44K - $6.82K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 26, 2018
Q2 2018
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-23KClosed |
$563K - $652K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$370K - $412K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
29.1KNew |
$799K - $817K
|
29.1K
$939K
|
|