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Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$27.52M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$41.87M
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DIAL Institutional Buying and Selling by Quarter

Columbia Diversified Fixed Income Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Financial Insights Inc.14,302$254K0.1%-11.5%0.061%
4/23/2024 Global Retirement Partners LLC9,951$177K0.0%-24.0%0.043%
4/15/2024 Prentice Wealth Management LLC442,263$7.86M2.7%+4.3%1.791%
4/12/2024 Kaydan Wealth Management Inc.15,911$283K0.1%N/A0.064%
2/12/2024Pine Valley Investments Ltd Liability Co589,021$10.63M0.8%+15.7%2.385%
2/9/2024Advisory Services Network LLC9,477$171K0.0%N/A0.038%
2/9/2024Wells Fargo & Company MN737,751$13.32M0.0%-1.8%2.987%
2/7/2024Avantax Advisory Services Inc.70,592$1.27M0.0%N/A0.286%
2/7/2024Collaborative Wealth Managment Inc.50,731$916K0.5%+4.7%0.205%
2/7/2024Acorn Wealth Advisors LLC38,795$700K0.4%N/A0.157%
2/6/2024Private Advisor Group LLC66,503$1.20M0.0%+7.8%0.269%
2/2/2024Atria Wealth Solutions Inc.32,775$592K0.0%-3.0%0.133%
2/1/2024Millington Financial Advisors LLC45,759$826K0.7%-6.4%0.185%
2/1/2024 CWM LLC17,015$307K0.0%N/A0.069%
1/30/2024Imprint Wealth LLC18,566$335K0.3%+3.5%0.075%
1/25/2024HBK Sorce Advisory LLC178,391$3.22M0.1%-6.1%0.722%
1/25/2024Financial Insights Inc.16,160$292K0.1%-11.8%0.065%
1/24/2024 International Assets Investment Management LLC11,877$214K0.0%N/A0.048%
1/24/2024 Walkner Condon Financial Advisors LLC15,080$272K0.1%+10.7%0.061%
1/22/2024Glass Jacobson Investment Advisors llc1,927$35K0.0%-58.9%0.008%
1/18/2024 Global Retirement Partners LLC13,085$233K0.0%-7.0%0.053%
1/16/2024 Raymond James Financial Services Advisors Inc.45,669$824K0.0%-27.9%0.185%
1/16/2024 Raymond James & Associates70,195$1.27M0.0%+32.1%0.284%
1/11/2024 Prentice Wealth Management LLC423,867$7.65M3.0%+6.3%1.716%
1/8/2024 Fragasso Group Inc.15,354$277K0.0%N/A0.062%
12/7/2023Financial Insights Inc.18,325$303K0.1%N/A0.074%
11/16/2023First Foundation Advisors118,415$1.99M0.1%-4.1%0.479%
11/15/2023WealthPlan Investment Management LLC11,380$192K0.0%+2,280.8%0.046%
11/15/2023Ameriprise Financial Inc.7,844,184$132.05M0.0%+2.6%31.758%
11/14/2023Rehmann Capital Advisory Group73,233$1.24M0.1%+74.6%0.296%
11/13/2023LPL Financial LLC311,657$5.25M0.0%+8.0%1.262%
11/9/2023Collaborative Wealth Managment Inc.48,437$815K0.5%-7.8%0.196%
11/9/2023WealthPlan Investment Management LLC11,380$192K0.0%+2,280.8%0.046%
11/8/2023Pine Valley Investments Ltd Liability Co509,282$8.57M0.8%+12.3%2.062%
11/8/2023Janney Montgomery Scott LLC16,440$277K0.0%-13.4%0.067%
11/8/2023Atria Wealth Solutions Inc.33,775$569K0.0%+12.4%0.137%
11/6/2023GYL Financial Synergies LLC111,548$1.88M0.2%+58.3%0.452%
11/6/2023HBK Sorce Advisory LLC190,024$3.20M0.1%-14.9%0.769%
11/3/2023Private Advisor Group LLC61,670$1.04M0.0%-4.8%0.250%
11/2/2023Millington Financial Advisors LLC48,892$823K0.7%+2.9%0.198%
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11/1/2023Orion Portfolio Solutions LLC52,345$881K0.0%+2.6%0.212%
10/25/2023Concourse Financial Group Securities Inc.5,329$90K0.0%+119.1%0.022%
10/24/2023 Raymond James Financial Services Advisors Inc.63,366$1.07M0.0%-70.1%0.257%
10/24/2023 Raymond James & Associates53,118$894K0.0%-1.8%0.215%
10/23/2023Commonwealth Equity Services LLC165,659$2.79M0.0%-11.5%0.671%
10/20/2023 Walkner Condon Financial Advisors LLC13,620$229K0.1%N/A0.055%
10/16/2023 Prentice Wealth Management LLC398,818$6.71M3.0%+4.6%1.615%
10/13/2023 Global Retirement Partners LLC14,074$233K0.0%-23.7%0.057%
8/14/2023First Foundation Advisors123,443$2.17M0.1%-6.7%0.500%
8/10/2023Commonwealth Equity Services LLC187,216$3.30M0.0%+39.9%0.758%
8/10/2023Private Advisor Group LLC64,753$1.14M0.0%+48.9%0.262%
8/10/2023Cetera Advisor Networks LLC120,508$2.12M0.0%+12.7%0.488%
8/8/2023Millington Financial Advisors LLC47,518$837K0.7%-10.2%0.192%
8/7/2023Palo Alto Wealth Advisors LLC11,375$200K0.2%N/A0.046%
8/4/2023HBK Sorce Advisory LLC223,296$3.93M0.2%-51.1%0.852%
8/4/2023Envestnet Asset Management Inc.106,876$1.88M0.0%+38.4%0.408%
8/3/2023Atria Wealth Solutions Inc.30,060$529K0.0%-2.0%0.115%
8/2/2023Bank of Montreal Can129,725$2.29M0.0%N/A0.495%
7/31/2023LPL Financial LLC288,569$5.08M0.0%-3.1%1.101%
7/26/2023Janney Montgomery Scott LLC18,994$334K0.0%-21.3%0.072%
7/26/2023Glass Jacobson Investment Advisors llc4,575$81K0.0%N/A0.017%
7/25/2023 Raymond James Financial Services Advisors Inc.212,071$3.74M0.0%-1.7%0.809%
7/25/2023WealthPlan Investment Management LLC478$46K0.0%-80.3%0.002%
7/20/2023 Global Retirement Partners LLC18,449$325K0.0%+7.7%0.070%
7/19/2023 Sloy Dahl & Holst LLC176,011$3.10M0.6%+3.2%0.672%
7/14/2023 Enzi Wealth63,687$1.13M0.6%-72.7%0.243%
7/13/2023 Cambridge Investment Research Advisors Inc.19,534$344K0.0%+43.5%0.075%
7/6/2023 Prentice Wealth Management LLC381,298$6.72M3.0%+4.2%1.455%
6/1/2023ORG Partners LLC14,689$262K0.1%N/A0.056%
5/22/2023Ameriprise Financial Inc.7,540,201$134.74M0.0%-10.1%28.779%
5/16/2023HBK Sorce Advisory LLC456,466$12.24M0.2%N/A1.654%
5/11/2023Commonwealth Equity Services LLC133,808$2.39M0.0%-8.7%0.485%
5/10/2023Atria Investments Inc64,396$1.15M0.0%+5.0%0.233%
5/10/2023Private Advisor Group LLC43,495$777K0.0%N/A0.158%
5/10/2023Resources Investment Advisors LLC.343,965$6.15M0.1%-10.7%1.246%
5/10/2023LPL Financial LLC297,894$5.32M0.0%-16.5%1.079%
5/10/2023WealthPLAN Partners LLC10,631$190K0.0%-16.2%0.039%
5/8/2023WealthPlan Investment Management LLC2,426$43K0.0%-80.9%0.009%
5/5/2023Truist Financial Corp11,671$209K0.0%-63.8%0.042%
5/4/2023Schneider Downs Wealth Management Advisors LP152,539$2.73M0.6%-0.8%0.553%
5/3/2023Signature Wealth Management Partners LLC36,944$660K0.6%-34.7%0.134%
4/28/2023Avantax Advisory Services Inc.20,412$365K0.0%-73.7%0.074%
4/28/2023Ameritas Advisory Services LLC583,519$10.38M0.5%-49.1%2.114%
4/28/2023Janney Montgomery Scott LLC24,144$431K0.0%-33.2%0.087%
4/24/2023 Sloy Dahl & Holst LLC170,489$3.05M0.7%+7.7%0.618%
4/18/2023 Enzi Wealth233,407$4.14M2.1%-57.1%0.846%
4/18/2023Financial Insights Inc.30,156$539K0.2%-18.0%0.109%
4/14/2023 Prentice Wealth Management LLC366,049$6.54M3.1%+3.7%1.326%
4/14/2023 Raymond James Financial Services Advisors Inc.215,758$3.86M0.0%+32.5%0.782%
4/14/2023 Raymond James & Associates53,834$962K0.0%+5.3%0.195%
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3/6/2023OLD Mission Capital LLC164,466$2.84M0.1%+293.5%0.596%
2/16/2023Live Oak Investment Partners362,757$6.27M5.8%N/A1.282%
2/13/2023Atria Wealth Solutions Inc.30,670$530K0.0%-3.2%0.108%
2/10/2023First Horizon Advisors Inc.2,809$49K0.0%N/A0.010%
2/10/2023Collaborative Wealth Managment Inc.56,598$979K0.6%-3.3%0.200%
2/10/2023Ipsen Advisor Group LLC24,558$425K0.5%N/A0.087%
2/10/2023Ameritas Advisory Services LLC1,147,403$19.84M0.9%-26.9%4.054%
2/10/2023Rehmann Capital Advisory Group41,438$716K0.1%-65.5%0.146%
2/10/2023Advisor Group Holdings Inc.166,282$2.87M0.0%-31.5%0.588%
2/10/2023Financial Insights Inc.36,765$636K0.3%-18.6%0.130%
(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, 87 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), Horizon Investments LLC ($22.58M), FDx Advisors Inc. ($15.37M), Wells Fargo & Company MN ($13.32M), PFS Investments Inc. ($13.26M), Pine Valley Investments Ltd Liability Co ($10.63M), and Ameritas Advisory Services LLC ($10.38M).Learn more on DIAL's institutional investors.

Which institutional investors have been buying Columbia Diversified Fixed Income Allocation ETF stock?

Of the 71 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: Horizon Investments LLC ($766.68K), PFS Investments Inc. ($680.17K), GYL Financial Synergies LLC ($505.68K), HBK Sorce Advisory LLC ($456.47K), Prentice Wealth Management LLC ($451.26K), Live Oak Investment Partners ($362.76K), and Ameritas Advisory Services LLC ($358.43K).

How much institutional buying is happening at Columbia Diversified Fixed Income Allocation ETF?

Institutional investors have bought a total of 6,507,197 shares in the last 24 months. This purchase volume represents approximately $118.52M in transactions.

Which Columbia Diversified Fixed Income Allocation ETF major shareholders have been selling company stock?

Of the 54 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. ($6.10M), TruWealth Advisors LLC ($3.32M), Envestnet Asset Management Inc. ($1.28M), Ameritas Advisory Services LLC ($987.00K), Ameriprise Financial Inc. ($842.97K), Sweet Financial Partners LLC ($824.43K), and Enzi Wealth ($577.64K).

How much institutional selling is happening at Columbia Diversified Fixed Income Allocation ETF?

Institutional investors have sold a total of 17,029,019 shares in the last 24 months. This volume of shares sold represents approximately $304.84M in transactions.


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This page (NYSEARCA:DIAL) was last updated on 4/26/2024 by MarketBeat.com Staff

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