Free Trial
→ Has Trump finally met his match? (From Behind the Markets) (Ad) Free DIAL Stock Alerts

Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$17.79 +0.02 (+0.11%)
As of 02/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$37.45M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.55M
Get DIAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Columbia Diversified Fixed Income Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DIAL Institutional Buying and Selling by Quarter

Columbia Diversified Fixed Income Allocation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 NorthRock Partners LLC15,400$270K0.0%N/A0.067%
2/17/2025 Focus Partners Wealth50,976$894K0.0%+75.4%0.223%
2/17/2025 Cetera Investment Advisers71,739$1.26M0.0%-1.6%0.313%
2/17/2025 Citadel Advisors LLC86,779$1.52M0.0%+163.6%0.379%
2/17/2025 Bank of America Corp DE852,929$14.95M0.0%-23.6%3.725%
2/17/2025 Ameriprise Financial Inc.6,827,937$119.69M0.0%+4.7%29.816%
2/14/2025 Jane Street Group LLC41,166$722K0.0%N/A0.180%
2/14/2025 Rehmann Capital Advisory Group101,159$1.77M0.1%+2.5%0.442%
2/14/2025 OneDigital Investment Advisors LLC45,825$803K0.0%-12.6%0.200%
2/13/2025 First Foundation Advisors44,660$783K0.0%-2.3%0.195%
2/13/2025 Raymond James Financial Inc.38,343$672K0.0%N/A0.167%
2/13/2025 Envestnet Asset Management Inc.107,742$1.89M0.0%+3.7%0.470%
2/13/2025 Wells Fargo & Company MN485,720$8.52M0.0%-15.2%2.121%
2/11/2025 LPL Financial LLC913,817$16.02M0.0%+33.4%3.990%
2/10/2025 Collaborative Wealth Managment Inc.48,880$857K0.4%-4.1%0.213%
2/10/2025 Commonwealth Equity Services LLC73,772$1.29M0.0%+15.8%0.322%
2/10/2025 HBK Sorce Advisory LLC49,944$876K0.0%-21.0%0.218%
2/7/2025 New Insight Wealth Advisors52,738$924K0.5%-27.8%0.230%
2/6/2025 Raymond James Financial Inc.38,343$672K0.0%N/A0.167%
2/5/2025 Morgan Dempsey Capital Management LLC2,829$50K0.0%N/A0.012%
2/4/2025 Acorn Wealth Advisors LLC66,060$1.16M0.5%-5.8%0.288%
2/4/2025 Millington Financial Advisors LLC59,371$1.05M0.6%+17.6%0.259%
2/4/2025 Pine Valley Investments Ltd Liability Co1,280,287$22.44M1.3%+15.2%5.591%
2/3/2025 Prentice Wealth Management LLC546,190$9.58M2.8%+5.6%2.385%
1/31/2025 Atria Wealth Solutions Inc.16,014$281K0.0%-3.6%0.070%
1/30/2025 WealthPlan Investment Management LLC11,753$206K0.0%N/A0.051%
1/22/2025 BankPlus Wealth Management LLC29,399$515K0.4%N/A0.128%
1/16/2025 Kaydan Wealth Management Inc.33,825$593K0.2%+52.6%0.148%
12/26/2024 JPMorgan Chase & Co.225,769$4.17M0.0%+721.5%0.986%
11/25/2024 Pine Valley Investments Ltd Liability Co1,111,192$20.54M1.2%+19.6%4.852%
11/18/2024 Rehmann Capital Advisory Group98,702$1.83M0.1%+2.3%0.431%
11/15/2024 IHT Wealth Management LLC16,426$303K0.0%N/A0.072%
11/13/2024 Acorn Wealth Advisors LLC70,135$1.30M0.6%+14.8%0.306%
11/6/2024 OneDigital Investment Advisors LLC52,426$969K0.0%-24.9%0.229%
11/6/2024 Lifeworks Advisors LLC12,019$222K0.0%N/A0.052%
10/24/2024 TruNorth 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%
10/7/2024 Prentice Wealth Management LLC517,193$9.56M2.8%+2.9%2.258%
8/22/2024 Cetera Investment Advisers88,728$1.57M0.0%-8.8%0.387%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
8/8/2024 Envestnet Asset Management Inc.111,385$1.97M0.0%+9.5%0.486%
8/8/2024 HBK Sorce Advisory LLC71,753$1.27M0.0%-41.1%0.313%
7/31/2024 Commonwealth Equity Services LLC64,741$1.14M0.0%+2.0%0.283%
7/31/2024 Concurrent Investment Advisors LLC16,701$295K0.0%N/A0.073%
7/30/2024 Pine Valley Investments Ltd Liability Co928,973$16.39M1.1%+3.4%4.057%
7/30/2024 Millington Financial Advisors LLC48,081$848K0.6%+1.7%0.210%
7/29/2024 Ameritas Advisory Services LLC18,209$321K0.0%-18.8%0.080%
7/26/2024 Walkner Condon Financial Advisors LLC15,880$280K0.1%+6.0%0.069%
7/18/2024 TruNorth Capital Management LLC284,520$5.02M1.6%+4.2%1.242%
7/16/2024Financial Insights Inc.12,439$219K0.1%-13.0%0.054%
7/11/2024 Prentice Wealth Management LLC502,801$8.87M2.9%+13.7%2.196%
6/17/2024 TruNorth Capital Management LLC273,135$4.86M1.7%N/A1.193%
5/24/2024 Cetera Investment Advisers97,311$1.73M0.0%N/A0.425%
5/16/2024 Jane Street Group LLC559,890$9.96M0.0%+8.5%2.445%
5/10/2024 First Foundation Advisors55,078$979K0.0%-48.4%0.241%
5/9/2024 HBK Sorce Advisory LLC121,787$2.17M0.1%-31.7%0.532%
5/9/2024 New Insight Wealth Advisors159,630$2.84M1.8%+3.7%0.697%
5/3/2024 Rehmann Capital Advisory Group88,058$1.57M0.1%+6.8%0.376%
4/30/2024 Commonwealth Equity Services LLC63,492$1.13M0.0%-6.3%0.271%
4/26/2024Financial Insights Inc.14,302$254K0.1%-11.5%0.061%
4/23/2024 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%
2/12/2024 Pine Valley Investments Ltd Liability Co589,021$10.63M0.8%+15.7%2.385%
2/9/2024 Advisory Services Network LLC9,477$171K0.0%N/A0.038%
2/9/2024 Wells Fargo & Company MN737,751$13.32M0.0%-1.8%2.987%
2/7/2024 Avantax Advisory Services Inc.70,592$1.27M0.0%N/A0.286%
2/7/2024 Collaborative Wealth Managment Inc.50,731$916K0.5%+4.7%0.205%
2/7/2024 Acorn Wealth Advisors LLC38,795$700K0.4%N/A0.157%
2/6/2024 Private Advisor Group LLC66,503$1.20M0.0%+7.8%0.269%
2/2/2024 Atria Wealth Solutions Inc.32,775$592K0.0%-3.0%0.133%
2/1/2024 Millington 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%
1/25/2024 HBK 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%
1/22/2024 Glass 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%
1/16/2024Raymond 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%
1/11/2024 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%
11/16/2023 First Foundation Advisors118,415$1.99M0.1%-4.1%0.479%
11/15/2023 WealthPlan Investment Management LLC11,380$192K0.0%+2,280.8%0.046%
11/15/2023 Ameriprise Financial Inc.7,844,184$132.05M0.0%+2.6%31.758%
11/14/2023 Rehmann Capital Advisory Group73,233$1.24M0.1%+74.6%0.296%
11/13/2023 LPL Financial LLC311,657$5.25M0.0%+8.0%1.262%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
11/9/2023 Collaborative Wealth Managment Inc.48,437$815K0.5%-7.8%0.196%
11/9/2023 WealthPlan Investment Management LLC11,380$192K0.0%+2,280.8%0.046%
11/8/2023 Pine 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%
11/8/2023 Atria 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%
11/6/2023 HBK Sorce Advisory LLC190,024$3.20M0.1%-14.9%0.769%
11/3/2023 Private Advisor Group LLC61,670$1.04M0.0%-4.8%0.250%
11/2/2023 Millington Financial Advisors LLC48,892$823K0.7%+2.9%0.198%
11/1/2023 Orion Portfolio Solutions LLC52,345$881K0.0%+2.6%0.212%
(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, 65 institutional investors and hedge funds held shares of Columbia Diversified Fixed Income Allocation ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($119.69M), Pine Valley Investments Ltd Liability Co ($22.44M), LPL Financial LLC ($16.02M), Bank of America Corp DE ($14.95M), Prentice Wealth Management LLC ($9.58M), Wells Fargo & Company MN ($8.52M), 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: Pine Valley Investments Ltd Liability Co ($517.44K), Ameriprise Financial Inc. ($506.35K), HBK Sorce Advisory LLC ($456.47K), TruNorth Capital Management LLC ($305.91K), LPL Financial LLC ($251.98K), JPMorgan Chase & Co. ($198.29K), and Prentice Wealth Management LLC ($193.25K).

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

Institutional investors have bought a total of 3,838,393 shares in the last 24 months. This purchase volume represents approximately $67.93M in transactions.

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

Of the 30 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: Ameriprise Financial Inc. ($842.97K), Ameritas Advisory Services LLC ($568.10K), Enzi Wealth ($480.88K), HBK Sorce Advisory LLC ($397.95K), Bank of America Corp DE ($263.32K), Raymond James Financial Services Advisors Inc. ($170.09K), and Wells Fargo & Company MN ($100.39K).

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

Institutional investors have sold a total of 3,273,342 shares in the last 24 months. This volume of shares sold represents approximately $58.01M in transactions.


Related Companies

This page (NYSEARCA:DIAL) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
The Real Hillbilly Elegy
The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky...
Porter & Company | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
$5,000 DOGE check?
Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a porti...
Altimetry | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a tra...
Investors Alley | Sponsored
Major AI announcement for 2025
BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI Stocks
Brownstone Research | Sponsored