Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

$18.52

+0.04 (+0.22%)

(As of 09/16/2024 ET)

Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $23.03M

Number of Institutional Sellers (last 12 months): 16
Total Institutional Outflows (last 12 months): $7.95M

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DIAL Institutional Buying and Selling by Quarter

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Columbia Diversified Fixed Income Allocation ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2024	Cetera Investment Advisers	88,728	$1.57M	0.0%	-8.8%	0.387%
8/8/2024	Envestnet Asset Management Inc.	111,385	$1.97M	0.0%	+9.5%	0.486%
8/8/2024	HBK Sorce Advisory LLC	71,753	$1.27M	0.0%	-41.1%	0.313%
7/31/2024	Commonwealth Equity Services LLC	64,741	$1.14M	0.0%	+2.0%	0.283%
7/31/2024	Concurrent Investment Advisors LLC	16,701	$295K	0.0%	N/A	0.073%
7/30/2024	Pine Valley Investments Ltd Liability Co	928,973	$16.39M	1.1%	+3.4%	4.057%
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7/30/2024	Millington Financial Advisors LLC	48,081	$848K	0.6%	+1.7%	0.210%
7/29/2024	Ameritas Advisory Services LLC	18,209	$321K	0.0%	-18.8%	0.080%
7/26/2024	Walkner Condon Financial Advisors LLC	15,880	$280K	0.1%	+6.0%	0.069%
7/18/2024	TruNorth Capital Management LLC	284,520	$5.02M	1.6%	+4.2%	1.242%
7/16/2024	Financial Insights Inc.	12,439	$219K	0.1%	-13.0%	0.054%
7/11/2024	Prentice Wealth Management LLC	502,801	$8.87M	2.9%	+13.7%	2.196%
6/17/2024	TruNorth Capital Management LLC	273,135	$4.86M	1.7%	N/A	1.193%
5/24/2024	Cetera Investment Advisers	97,311	$1.73M	0.0%	N/A	0.425%
5/16/2024	Jane Street Group LLC	559,890	$9.96M	0.0%	+8.5%	2.445%
5/10/2024	First Foundation Advisors	55,078	$979K	0.0%	-48.4%	0.241%
5/9/2024	HBK Sorce Advisory LLC	121,787	$2.17M	0.1%	-31.7%	0.532%
5/9/2024	New Insight Wealth Advisors	159,630	$2.84M	1.8%	+3.7%	0.697%
5/3/2024	Rehmann Capital Advisory Group	88,058	$1.57M	0.1%	+6.8%	0.376%
4/30/2024	Commonwealth Equity Services LLC	63,492	$1.13M	0.0%	-6.3%	0.271%
4/26/2024	Financial Insights Inc.	14,302	$254K	0.1%	-11.5%	0.061%
4/23/2024	Global Retirement Partners LLC	9,951	$177K	0.0%	-24.0%	0.043%
4/15/2024	Prentice Wealth Management LLC	442,263	$7.86M	2.7%	+4.3%	1.791%
4/12/2024	Kaydan Wealth Management Inc.	15,911	$283K	0.1%	N/A	0.064%
2/12/2024	Pine Valley Investments Ltd Liability Co	589,021	$10.63M	0.8%	+15.7%	2.385%
2/9/2024	Advisory Services Network LLC	9,477	$171K	0.0%	N/A	0.038%
2/9/2024	Wells Fargo & Company MN	737,751	$13.32M	0.0%	-1.8%	2.987%
2/7/2024	Avantax Advisory Services Inc.	70,592	$1.27M	0.0%	N/A	0.286%
2/7/2024	Collaborative Wealth Managment Inc.	50,731	$916K	0.5%	+4.7%	0.205%
2/7/2024	Acorn Wealth Advisors LLC	38,795	$700K	0.4%	N/A	0.157%
2/6/2024	Private Advisor Group LLC	66,503	$1.20M	0.0%	+7.8%	0.269%
2/2/2024	Atria Wealth Solutions Inc.	32,775	$592K	0.0%	-3.0%	0.133%
2/1/2024	Millington Financial Advisors LLC	45,759	$826K	0.7%	-6.4%	0.185%
2/1/2024	CWM LLC	17,015	$307K	0.0%	N/A	0.069%
1/30/2024	Imprint Wealth LLC	18,566	$335K	0.3%	+3.5%	0.075%
1/25/2024	HBK Sorce Advisory LLC	178,391	$3.22M	0.1%	-6.1%	0.722%
1/25/2024	Financial Insights Inc.	16,160	$292K	0.1%	-11.8%	0.065%
1/24/2024	International Assets Investment Management LLC	11,877	$214K	0.0%	N/A	0.048%
1/24/2024	Walkner Condon Financial Advisors LLC	15,080	$272K	0.1%	+10.7%	0.061%
1/22/2024	Glass Jacobson Investment Advisors llc	1,927	$35K	0.0%	-58.9%	0.008%
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1/18/2024	Global Retirement Partners LLC	13,085	$233K	0.0%	-7.0%	0.053%
1/16/2024	Raymond James Financial Services Advisors Inc.	45,669	$824K	0.0%	-27.9%	0.185%
1/16/2024	Raymond James & Associates	70,195	$1.27M	0.0%	+32.1%	0.284%
1/11/2024	Prentice Wealth Management LLC	423,867	$7.65M	3.0%	+6.3%	1.716%
1/8/2024	Fragasso Group Inc.	15,354	$277K	0.0%	N/A	0.062%
12/7/2023	Financial Insights Inc.	18,325	$303K	0.1%	N/A	0.074%
11/16/2023	First Foundation Advisors	118,415	$1.99M	0.1%	-4.1%	0.479%
11/15/2023	WealthPlan Investment Management LLC	11,380	$192K	0.0%	+2,280.8%	0.046%
11/15/2023	Ameriprise Financial Inc.	7,844,184	$132.05M	0.0%	+2.6%	31.758%
11/14/2023	Rehmann Capital Advisory Group	73,233	$1.24M	0.1%	+74.6%	0.296%
11/13/2023	LPL Financial LLC	311,657	$5.25M	0.0%	+8.0%	1.262%
11/9/2023	Collaborative Wealth Managment Inc.	48,437	$815K	0.5%	-7.8%	0.196%
11/9/2023	WealthPlan Investment Management LLC	11,380	$192K	0.0%	+2,280.8%	0.046%
11/8/2023	Pine Valley Investments Ltd Liability Co	509,282	$8.57M	0.8%	+12.3%	2.062%
11/8/2023	Janney Montgomery Scott LLC	16,440	$277K	0.0%	-13.4%	0.067%
11/8/2023	Atria Wealth Solutions Inc.	33,775	$569K	0.0%	+12.4%	0.137%
11/6/2023	GYL Financial Synergies LLC	111,548	$1.88M	0.2%	+58.3%	0.452%
11/6/2023	HBK Sorce Advisory LLC	190,024	$3.20M	0.1%	-14.9%	0.769%
11/3/2023	Private Advisor Group LLC	61,670	$1.04M	0.0%	-4.8%	0.250%
11/2/2023	Millington Financial Advisors LLC	48,892	$823K	0.7%	+2.9%	0.198%
11/1/2023	Orion Portfolio Solutions LLC	52,345	$881K	0.0%	+2.6%	0.212%
10/25/2023	Concourse Financial Group Securities Inc.	5,329	$90K	0.0%	+119.1%	0.022%
10/24/2023	Raymond James Financial Services Advisors Inc.	63,366	$1.07M	0.0%	-70.1%	0.257%
10/24/2023	Raymond James & Associates	53,118	$894K	0.0%	-1.8%	0.215%
10/23/2023	Commonwealth Equity Services LLC	165,659	$2.79M	0.0%	-11.5%	0.671%
10/20/2023	Walkner Condon Financial Advisors LLC	13,620	$229K	0.1%	N/A	0.055%
10/16/2023	Prentice Wealth Management LLC	398,818	$6.71M	3.0%	+4.6%	1.615%
10/13/2023	Global Retirement Partners LLC	14,074	$233K	0.0%	-23.7%	0.057%
8/14/2023	First Foundation Advisors	123,443	$2.17M	0.1%	-6.7%	0.500%
8/10/2023	Commonwealth Equity Services LLC	187,216	$3.30M	0.0%	+39.9%	0.758%
8/10/2023	Private Advisor Group LLC	64,753	$1.14M	0.0%	+48.9%	0.262%
8/10/2023	Cetera Advisor Networks LLC	120,508	$2.12M	0.0%	+12.7%	0.488%
8/8/2023	Millington Financial Advisors LLC	47,518	$837K	0.7%	-10.2%	0.192%
8/7/2023	Palo Alto Wealth Advisors LLC	11,375	$200K	0.2%	N/A	0.046%
8/4/2023	HBK Sorce Advisory LLC	223,296	$3.93M	0.2%	-51.1%	0.852%
8/4/2023	Envestnet Asset Management Inc.	106,876	$1.88M	0.0%	+38.4%	0.408%
8/3/2023	Atria Wealth Solutions Inc.	30,060	$529K	0.0%	-2.0%	0.115%
8/2/2023	Bank of Montreal Can	129,725	$2.29M	0.0%	N/A	0.495%
7/31/2023	LPL Financial LLC	288,569	$5.08M	0.0%	-3.1%	1.101%
7/26/2023	Janney Montgomery Scott LLC	18,994	$334K	0.0%	-21.3%	0.072%
7/26/2023	Glass Jacobson Investment Advisors llc	4,575	$81K	0.0%	N/A	0.017%
7/25/2023	Raymond James Financial Services Advisors Inc.	212,071	$3.74M	0.0%	-1.7%	0.809%
7/25/2023	WealthPlan Investment Management LLC	478	$46K	0.0%	-80.3%	0.002%
7/20/2023	Global Retirement Partners LLC	18,449	$325K	0.0%	+7.7%	0.070%
7/19/2023	Sloy Dahl & Holst LLC	176,011	$3.10M	0.6%	+3.2%	0.672%
7/14/2023	Enzi Wealth	63,687	$1.13M	0.6%	-72.7%	0.243%
7/13/2023	Cambridge Investment Research Advisors Inc.	19,534	$344K	0.0%	+43.5%	0.075%
7/6/2023	Prentice Wealth Management LLC	381,298	$6.72M	3.0%	+4.2%	1.455%
6/1/2023	ORG Partners LLC	14,689	$262K	0.1%	N/A	0.056%
5/22/2023	Ameriprise Financial Inc.	7,540,201	$134.74M	0.0%	-10.1%	28.779%
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5/16/2023	HBK Sorce Advisory LLC	456,466	$12.24M	0.2%	N/A	1.654%
5/11/2023	Commonwealth Equity Services LLC	133,808	$2.39M	0.0%	-8.7%	0.485%
5/10/2023	Atria Investments Inc	64,396	$1.15M	0.0%	+5.0%	0.233%
5/10/2023	Private Advisor Group LLC	43,495	$777K	0.0%	N/A	0.158%
5/10/2023	Resources Investment Advisors LLC.	343,965	$6.15M	0.1%	-10.7%	1.246%
5/10/2023	LPL Financial LLC	297,894	$5.32M	0.0%	-16.5%	1.079%
5/10/2023	WealthPLAN Partners LLC	10,631	$190K	0.0%	-16.2%	0.039%
5/8/2023	WealthPlan Investment Management LLC	2,426	$43K	0.0%	-80.9%	0.009%
5/5/2023	Truist Financial Corp	11,671	$209K	0.0%	-63.8%	0.042%
5/4/2023	Schneider Downs Wealth Management Advisors LP	152,539	$2.73M	0.6%	-0.8%	0.553%

(Data available from 1/1/2016 forward)

DIAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIAL shares?: During the previous two years, 76 institutional investors and hedge funds held shares of Columbia Diversified Fixed Income Allocation ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($132.05M), Pine Valley Investments Ltd Liability Co ($16.39M), Wells Fargo & Company MN ($13.32M), Jane Street Group LLC ($9.96M), Prentice Wealth Management LLC ($8.87M), Live Oak Investment Partners ($6.27M), and Resources Investment Advisors LLC. ($6.15M).Learn more on DIAL's institutional investors.
Which institutional investors have been buying Columbia Diversified Fixed Income Allocation ETF stock?: Of the 59 institutional investors that purchased Columbia Diversified Fixed Income Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prentice Wealth Management LLC ($458.84K), HBK Sorce Advisory LLC ($456.47K), GYL Financial Synergies LLC ($416.88K), Live Oak Investment Partners ($362.76K), TruNorth Capital Management LLC ($284.52K), Ameriprise Financial Inc. ($196.77K), and Pine Valley Investments Ltd Liability Co ($166.13K).
How much institutional buying is happening at Columbia Diversified Fixed Income Allocation ETF?: Institutional investors have bought a total of 3,848,328 shares in the last 24 months. This purchase volume represents approximately $67.01M in transactions.

Which Columbia Diversified Fixed Income Allocation ETF major shareholders have been selling company stock?: Of the 45 institutional investors that sold Columbia Diversified Fixed Income Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resources Investment Advisors LLC. ($4.91M), Ameritas Advisory Services LLC ($991.22K), Ameriprise Financial Inc. ($842.97K), Enzi Wealth ($577.64K), HBK Sorce Advisory LLC ($384.71K), Syverson Strege & Co ($320.12K), and Raymond James Financial Services Advisors Inc. ($270.99K).
How much institutional selling is happening at Columbia Diversified Fixed Income Allocation ETF?: Institutional investors have sold a total of 9,586,645 shares in the last 24 months. This volume of shares sold represents approximately $166.40M in transactions.