Purchases and Sales Made in Q2 2024 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
769K+ 27.91% |
$22.8M - $24.5M
|
3.52M
$114M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
576KNew |
$17.1M - $18.4M
|
576K
$18.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
451KNew |
$13.4M - $14.4M
|
451K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
396K+ 262.38% |
$11.7M - $12.6M
|
546K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
368K+ 111.62% |
$10.9M - $11.8M
|
698K
$22.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
272K+ 6.6% |
$8.07M - $8.67M
|
4.39M
$142M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
272K+ 6.6% |
$8.07M - $8.67M
|
4.39M
$142M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
230K+ 41.53% |
$6.83M - $7.34M
|
784K
$25.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 25.63% |
$6.15M - $6.61M
|
1.02M
$32.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.7K+ 17.78% |
$2.46M - $2.64M
|
548K
$17.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82K+ 31.79% |
$2.44M - $2.62M
|
340K
$11M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
76.3KNew |
$2.27M - $2.44M
|
76.3K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
66.2KNew |
$1.97M - $2.11M
|
66.2K
$2.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
59.4K+ 1359.39% |
$1.76M - $1.9M
|
63.8K
$2.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
59.3K+ 1356.51% |
$1.76M - $1.89M
|
63.7K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.2K+ 75.7% |
$1.73M - $1.86M
|
135K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52.5KNew |
$1.56M - $1.68M
|
52.5K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.6K+ 100.6% |
$1.53M - $1.65M
|
103K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.3K+ 8.78% |
$1.49M - $1.6M
|
623K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
46.9K+ 65.31% |
$1.39M - $1.5M
|
119K
$3.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9K+ 65.31% |
$1.39M - $1.5M
|
119K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
46KNew |
$1.37M - $1.47M
|
46K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
44.9K+ 43.05% |
$1.33M - $1.43M
|
149K
$4.82M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40.9K+ 11.96% |
$1.21M - $1.31M
|
383K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
40.3K+ 30.38% |
$1.2M - $1.29M
|
173K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.6K+ 27.46% |
$1.09M - $1.17M
|
170K
$5.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
33.6K+ 5.92% |
$999K - $1.07M
|
602K
$19.4M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32.3K+ 52.95% |
$959K - $1.03M
|
93.2K
$3.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
31.6K+ 6.58% |
$938K - $1.01M
|
512K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
27.4KNew |
$815K - $876K
|
27.4K
$885K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
25.7K+ 38.2% |
$764K - $821K
|
93K
$3M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
24.5K+ 40.83% |
$729K - $784K
|
84.7K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21K+ 7.33% |
$625K - $671K
|
308K
$9.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
18.7K+ 2.98% |
$554K - $596K
|
646K
$20.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 15.16% |
$537K - $577K
|
137K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.4K+ 73.88% |
$517K - $556K
|
41K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17.1K+ 61.64% |
$508K - $546K
|
44.9K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
15.2KNew |
$450K - $484K
|
15.2K
$489K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.2K+ 1.89% |
$422K - $454K
|
765K
$24.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
13.6KNew |
$404K - $434K
|
13.6K
$439K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.1KNew |
$389K - $418K
|
13.1K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 71.14% |
$371K - $399K
|
30.1K
$970K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
12.3K+ 16.18% |
$365K - $392K
|
88.3K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.8K+ 7.94% |
$351K - $378K
|
161K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6K+ 78.04% |
$344K - $369K
|
26.4K
$852K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5KNew |
$343K - $368K
|
11.5K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
11.2K+ 9.8% |
$332K - $357K
|
125K
$4.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.56K+ 4.84% |
$254K - $273K
|
186K
$5.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.22K+ 7.15% |
$244K - $262K
|
123K
$3.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.09K+ 1.64% |
$240K - $258K
|
502K
$16.2M
|