Purchases and Sales Made in Q1 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q1 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 35.52% |
$31M - $33.6M
|
4.12M
$133M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 35.52% |
$31M - $33.6M
|
4.12M
$133M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 57.48% |
$28.9M - $31.3M
|
2.75M
$88.8M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
494KNew |
$14.2M - $15.4M
|
494K
$15.9M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
280K+ 456.42% |
$8.05M - $8.73M
|
342K
$11M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
244K+ 63.58% |
$7M - $7.59M
|
627K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229K+ 96.5% |
$6.56M - $7.11M
|
465K
$15M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
222K+ 1079.55% |
$6.37M - $6.91M
|
243K
$7.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
204K+ 622.14% |
$5.87M - $6.36M
|
237K
$7.65M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
201K+ 232.85% |
$5.77M - $6.25M
|
287K
$9.26M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 32.95% |
$5.75M - $6.23M
|
808K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
193KNew |
$5.55M - $6.02M
|
193K
$6.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191K+ 50.23% |
$5.5M - $5.96M
|
573K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
169K+ 833.42% |
$4.85M - $5.26M
|
189K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
137KNew |
$3.94M - $4.27M
|
137K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 10618.5% |
$3.79M - $4.11M
|
133K
$4.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
130KNew |
$3.73M - $4.04M
|
130K
$4.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
120K+ 156.09% |
$3.44M - $3.72M
|
196K
$6.33M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116KNew |
$3.32M - $3.6M
|
116K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
114KNew |
$3.28M - $3.55M
|
114K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
111K+ 24.29% |
$3.19M - $3.46M
|
569K
$18.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
96.6K+ 199.79% |
$2.77M - $3.01M
|
145K
$4.68M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.1K+ 245.09% |
$2.73M - $2.96M
|
134K
$4.32M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
87.9K+ 18.86% |
$2.52M - $2.74M
|
554K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.9KNew |
$2.44M - $2.64M
|
84.9K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
83.3KNew |
$2.39M - $2.59M
|
83.3K
$2.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
77.6KNew |
$2.23M - $2.42M
|
77.6K
$2.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
72.3K+ 10.66% |
$2.08M - $2.25M
|
751K
$24.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
71.9KNew |
$2.06M - $2.24M
|
71.9K
$2.32M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.9KNew |
$1.98M - $2.14M
|
68.9K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.7K+ 26.27% |
$1.97M - $2.14M
|
330K
$10.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
66.5K+ 100.28% |
$1.91M - $2.07M
|
133K
$4.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
66.3K+ 16.02% |
$1.9M - $2.06M
|
480K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
64.2K+ 844.24% |
$1.84M - $2M
|
71.9K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
59.1K+ 41.73% |
$1.7M - $1.84M
|
201K
$6.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.8K+ 56.53% |
$1.54M - $1.67M
|
149K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
50.7K+ 49.59% |
$1.46M - $1.58M
|
153K
$4.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
46.3K+ 219.86% |
$1.33M - $1.44M
|
67.3K
$2.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
43.8K+ 244.74% |
$1.26M - $1.36M
|
61.7K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35.4K+ 138.33% |
$1.02M - $1.1M
|
61K
$1.97M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 33.45% |
$893K - $968K
|
124K
$4M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
27.8KNew |
$797K - $864K
|
27.8K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26.7K+ 11.53% |
$766K - $830K
|
258K
$8.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
24.7K+ 16.19% |
$708K - $767K
|
177K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.6KNew |
$677K - $734K
|
23.6K
$760K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
22.9K+ 2.92% |
$659K - $714K
|
808K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.1KNew |
$636K - $689K
|
22.1K
$714K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
21.7K+ 26.39% |
$623K - $676K
|
104K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 210.24% |
$612K - $663K
|
31.4K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
21.2K+ 19.43% |
$608K - $659K
|
130K
$4.2M
|