Latest Institutional Sells of Columbia ETF Tr Ii (XCEM)
This list provides information on the latest institutional transactions involving Columbia ETF Tr Ii (XCEM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-90.1K- 68.96% |
$2.72M - $3.04M
|
40.5K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-79.8K- 12.82% |
$2.41M - $2.7M
|
543K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-42K- 20.91% |
$1.27M - $1.42M
|
159K
$5.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 15.11% |
$419K - $469K
|
78K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.4K- 10.32% |
$374K - $419K
|
108K
$3.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.4K- 10.88% |
$374K - $419K
|
102K
$3.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.37K- 5.93% |
$252K - $283K
|
133K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.98K- 1.59% |
$241K - $270K
|
494K
$15.9M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-4.7K- 5.33% |
$142K - $159K
|
83.6K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.78K- 0.49% |
$114K - $128K
|
762K
$24.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 13.98% |
$79.2K - $88.7K
|
16.1K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.36K- 2.53% |
$71.2K - $79.7K
|
90.9K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 33.29% |
$33.7K - $37.8K
|
2.24K
$72.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-135- 0.15% |
$4.07K - $4.56K
|
90.8K
$2.93M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.3K- 99.28% |
$2.5M - $2.69M
|
614
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-71.6K- 35.58% |
$2.13M - $2.28M
|
130K
$4.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-12.9K- 40.66% |
$384K - $413K
|
18.9K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 5.06% |
$354K - $380K
|
224K
$7.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.04K- 30.87% |
$239K - $257K
|
18K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.47K- 32.11% |
$222K - $238K
|
15.8K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.74K- 3.36% |
$200K - $215K
|
194K
$6.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.99K- 2.0% |
$119K - $127K
|
195K
$6.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 9.78% |
$60.4K - $65K
|
18.8K
$606K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.78K- 12.89% |
$52.7K - $56.7K
|
12K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.39K- 0.72% |
$41.3K - $44.4K
|
192K
$6.2M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-728- 0.7% |
$21.6K - $23.2K
|
103K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-680- 3.51% |
$20.2K - $21.7K
|
18.7K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-587- 0.52% |
$17.4K - $18.7K
|
112K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-493- 18.17% |
$14.6K - $15.7K
|
2.22K
$71.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-487- 11.4% |
$14.5K - $15.5K
|
3.78K
$122K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-406- 32.2% |
$12.1K - $13K
|
855
$27.6K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-396- 0.48% |
$11.8K - $12.6K
|
82.9K
$2.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-239- 20.76% |
$7.1K - $7.63K
|
912
$29.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-25.4K- 62.6% |
$728K - $789K
|
15.1K
$489K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 6.11% |
$48.2K - $52.2K
|
25.8K
$831K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-700Closed |
$20.1K - $21.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-504- 33.05% |
$14.5K - $15.7K
|
1.02K
$32.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 78.07% |
$10.2K - $11.1K
|
100
$3.23K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15- 0.2% |
$431 - $467
|
7.68K
$248K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.97K- 10.7% |
$104K - $120K
|
33.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.66K- 5.19% |
$43.4K - $50.3K
|
30.3K
$977K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-819- 28.11% |
$21.4K - $24.8K
|
2.1K
$67.6K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-125- 49.21% |
$3.32K - $3.67K
|
129
$4.16K
|
|
| Q1 2022 | |||||||
|
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 | |||||||
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62.2KClosed |
$1.91M - $2.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-8.93KClosed |
$282K - $302K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-618- 33.37% |
$19.6K - $20.9K
|
1.23K
$39.8K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-3.38KClosed |
$61.8K - $80.7K
|
0
$0
|
|