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 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.77K+ 49.64% |
$231K - $248K
|
23.4K
$756K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.6KNew |
$226K - $243K
|
7.6K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.56K+ 45.83% |
$225K - $241K
|
24.1K
$776K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6.28KNew |
$186K - $200K
|
6.28K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.16K+ 16.17% |
$183K - $197K
|
44.3K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.15K+ 3.83% |
$183K - $196K
|
167K
$5.38M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.12K+ 4.0% |
$182K - $195K
|
159K
$5.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.99K+ 4.61% |
$178K - $191K
|
136K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.78K+ 3.73% |
$172K - $184K
|
161K
$5.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.78K+ 3.73% |
$172K - $184K
|
161K
$5.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.66K+ 1.0% |
$168K - $181K
|
572K
$18.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.44K+ 7.89% |
$162K - $174K
|
74.4K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 23.55% |
$155K - $166K
|
27.3K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.12KNew |
$152K - $163K
|
5.12K
$165K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
4.81K+ 1.06% |
$143K - $153K
|
460K
$14.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 3.81% |
$140K - $151K
|
129K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.47K+ 3.86% |
$133K - $143K
|
120K
$3.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.41K+ 2.24% |
$131K - $141K
|
201K
$6.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
4.39K+ 1.65% |
$131K - $140K
|
271K
$8.76M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.7K+ 48.37% |
$110K - $118K
|
11.4K
$366K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
3.7K+ 5.99% |
$110K - $118K
|
65.4K
$2.11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.22K+ 9.62% |
$95.6K - $103K
|
36.7K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.02K+ 3.31% |
$89.8K - $96.5K
|
94.4K
$3.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.61K+ 3.27% |
$77.6K - $83.4K
|
82.6K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.97K+ 1.04% |
$58.4K - $62.8K
|
191K
$6.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.96K+ 1.52% |
$58.2K - $62.6K
|
131K
$4.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.94K+ 1.39% |
$57.5K - $61.8K
|
141K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.88K+ 1.4% |
$55.8K - $59.9K
|
136K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.77K+ 1.36% |
$52.5K - $56.4K
|
132K
$4.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68K+ 5.51% |
$49.9K - $53.7K
|
32.2K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 12.48% |
$43.3K - $46.6K
|
13.1K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 6.04% |
$37.9K - $40.7K
|
22.4K
$722K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$36.4K - $39.1K
|
1.22K
$39.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
946New |
$28.1K - $30.2K
|
946
$30.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
892+ 2.62% |
$26.5K - $28.5K
|
34.9K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
783+ 0.27% |
$23.3K - $25K
|
290K
$9.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
263+ 3.64% |
$7.81K - $8.39K
|
7.5K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
215+ 1.28% |
$6.39K - $6.86K
|
17.1K
$550K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
167+ 0.22% |
$4.96K - $5.33K
|
77.8K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
163+ 2.11% |
$4.84K - $5.2K
|
7.88K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
139+ 0.83% |
$4.13K - $4.44K
|
16.9K
$545K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75+ 1.67% |
$2.23K - $2.39K
|
4.58K
$148K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 12.0% |
$89.1 - $95.8
|
28
$903
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15- 0.05% |
$446 - $479
|
31.4K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 0.2% |
$743 - $798
|
12.5K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-152- 0.28% |
$4.51K - $4.85K
|
53.4K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-239- 20.76% |
$7.1K - $7.63K
|
912
$29.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 3.29% |
$7.19K - $7.72K
|
7.12K
$230K
|
|
|
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
|