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Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$17.69 +0.10 (+0.57%)
As of 01/21/2025 04:10 PM Eastern
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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)
25
Total
Institutional Inflows
(last 12 months)
$23.93M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.17M
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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
1/16/2025 Kaydan Wealth Management Inc.33,825$593K0.2%+52.6%0.148%
12/26/2024JPMorgan Chase & Co.225,769$4.17M0.0%+721.5%0.986%
11/25/2024Pine Valley Investments Ltd Liability Co1,111,192$20.54M1.2%+19.6%4.852%
11/18/2024Rehmann Capital Advisory Group98,702$1.83M0.1%+2.3%0.431%
11/15/2024IHT Wealth Management LLC16,426$303K0.0%N/A0.072%
11/13/2024Acorn Wealth Advisors LLC70,135$1.30M0.6%+14.8%0.306%
11/6/2024OneDigital Investment Advisors LLC52,426$969K0.0%-24.9%0.229%
11/6/2024Lifeworks Advisors LLC12,019$222K0.0%N/A0.052%
10/24/2024TruNorth Capital Management LLC305,906$5.65M1.7%+7.5%1.336%
10/16/2024 Kaydan Wealth Management Inc.22,172$410K0.1%+36.3%0.097%
10/11/2024 Accelerate Investment Advisors LLC22,591$417K0.4%N/A0.099%
10/7/2024Prentice Wealth Management LLC517,193$9.56M2.8%+2.9%2.258%
8/22/2024Cetera Investment Advisers88,728$1.57M0.0%-8.8%0.387%
8/8/2024Envestnet Asset Management Inc.111,385$1.97M0.0%+9.5%0.486%
8/8/2024HBK Sorce Advisory LLC71,753$1.27M0.0%-41.1%0.313%
7/31/2024Commonwealth Equity Services LLC64,741$1.14M0.0%+2.0%0.283%
7/31/2024Concurrent Investment Advisors LLC16,701$295K0.0%N/A0.073%
7/30/2024Pine Valley Investments Ltd Liability Co928,973$16.39M1.1%+3.4%4.057%
7/30/2024Millington Financial Advisors LLC48,081$848K0.6%+1.7%0.210%
7/29/2024 Ameritas Advisory Services LLC18,209$321K0.0%-18.8%0.080%
7/26/2024Walkner Condon Financial Advisors LLC15,880$280K0.1%+6.0%0.069%
7/18/2024TruNorth Capital Management LLC284,520$5.02M1.6%+4.2%1.242%
7/16/2024Financial Insights Inc.12,439$219K0.1%-13.0%0.054%
7/11/2024Prentice Wealth Management LLC502,801$8.87M2.9%+13.7%2.196%
6/17/2024TruNorth Capital Management LLC273,135$4.86M1.7%N/A1.193%
5/24/2024Cetera Investment Advisers97,311$1.73M0.0%N/A0.425%
5/16/2024Jane Street Group LLC559,890$9.96M0.0%+8.5%2.445%
5/10/2024First Foundation Advisors55,078$979K0.0%-48.4%0.241%
5/9/2024HBK Sorce Advisory LLC121,787$2.17M0.1%-31.7%0.532%
5/9/2024New Insight Wealth Advisors159,630$2.84M1.8%+3.7%0.697%
5/3/2024Rehmann Capital Advisory Group88,058$1.57M0.1%+6.8%0.376%
4/30/2024Commonwealth Equity Services LLC63,492$1.13M0.0%-6.3%0.271%
4/26/2024Financial Insights Inc.14,302$254K0.1%-11.5%0.061%
4/23/2024Global Retirement Partners LLC9,951$177K0.0%-24.0%0.043%
4/15/2024Prentice 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%
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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%
2/1/2024CWM 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%
1/24/2024Walkner 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%
1/18/2024Global Retirement Partners LLC13,085$233K0.0%-7.0%0.053%
1/16/2024Raymond James Financial Services Advisors Inc.45,669$824K0.0%-27.9%0.185%
1/16/2024Raymond James & Associates70,195$1.27M0.0%+32.1%0.284%
1/11/2024Prentice 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%
11/8/2023 Janney 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%
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%
10/24/2023Raymond James Financial Services Advisors Inc.63,366$1.07M0.0%-70.1%0.257%
10/24/2023Raymond James & Associates53,118$894K0.0%-1.8%0.215%
10/23/2023Commonwealth Equity Services LLC165,659$2.79M0.0%-11.5%0.671%
10/20/2023Walkner Condon Financial Advisors LLC13,620$229K0.1%N/A0.055%
10/16/2023Prentice Wealth Management LLC398,818$6.71M3.0%+4.6%1.615%
10/13/2023Global 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%
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7/31/2023LPL Financial LLC288,569$5.08M0.0%-3.1%1.101%
7/26/2023 Janney Montgomery Scott LLC18,994$334K0.0%-21.3%0.072%
7/26/2023Glass Jacobson Investment Advisors llc4,575$81K0.0%N/A0.017%
7/25/2023Raymond 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%
7/20/2023Global Retirement Partners LLC18,449$325K0.0%+7.7%0.070%
7/19/2023Sloy Dahl & Holst LLC176,011$3.10M0.6%+3.2%0.672%
7/14/2023Enzi Wealth63,687$1.13M0.6%-72.7%0.243%
7/13/2023Cambridge Investment Research Advisors Inc.19,534$344K0.0%+43.5%0.075%
7/6/2023Prentice Wealth Management LLC381,298$6.72M3.0%+4.2%1.455%
(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, 70 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 ($20.54M), Wells Fargo & Company MN ($13.32M), Jane Street Group LLC ($9.96M), Prentice Wealth Management LLC ($9.56M), 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 53 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: HBK Sorce Advisory LLC ($456.47K), Live Oak Investment Partners ($362.76K), Pine Valley Investments Ltd Liability Co ($348.35K), TruNorth Capital Management LLC ($305.91K), JPMorgan Chase & Co. ($198.29K), Ameriprise Financial Inc. ($196.77K), and Prentice Wealth Management LLC ($164.25K).

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

Institutional investors have bought a total of 3,526,637 shares in the last 24 months. This purchase volume represents approximately $62.29M in transactions.

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

Of the 39 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. ($4.60M), Ameritas Advisory Services LLC ($991.22K), Ameriprise Financial Inc. ($842.97K), Enzi Wealth ($577.64K), HBK Sorce Advisory LLC ($384.71K), Raymond James Financial Services Advisors Inc. ($170.09K), and LPL Financial LLC ($103.53K).

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

Institutional investors have sold a total of 8,445,628 shares in the last 24 months. This volume of shares sold represents approximately $147.34M in transactions.


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This page (NYSEARCA:DIAL) was last updated on 1/22/2025 by MarketBeat.com Staff
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