Free Trial
→ Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (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
$17.66 +0.08 (+0.46%)
(As of 12/20/2024 04:32 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$21.10M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.50M
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
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%
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%
7/31/2024Commonwealth 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%
7/16/2024 Financial 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%
4/30/2024Commonwealth Equity Services LLC63,492$1.13M0.0%-6.3%0.271%
4/26/2024 Financial 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

>> Register for the Workshop Now
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%
1/25/2024 Financial 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%
12/7/2023 Financial 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%
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%
11/6/2023 GYL 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%
10/25/2023 Concourse 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%
10/20/2023 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%
8/14/2023 First Foundation Advisors123,443$2.17M0.1%-6.7%0.500%
8/10/2023Commonwealth Equity Services LLC187,216$3.30M0.0%+39.9%0.758%
8/10/2023 Private 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%
8/8/2023 Millington Financial Advisors LLC47,518$837K0.7%-10.2%0.192%
8/7/2023 Palo Alto Wealth Advisors LLC11,375$200K0.2%N/A0.046%
8/4/2023 HBK Sorce Advisory LLC223,296$3.93M0.2%-51.1%0.852%
8/4/2023 Envestnet Asset Management Inc.106,876$1.88M0.0%+38.4%0.408%
8/3/2023 Atria Wealth Solutions Inc.30,060$529K0.0%-2.0%0.115%
8/2/2023 Bank of Montreal Can129,725$2.29M0.0%N/A0.495%
7/31/2023 LPL Financial LLC288,569$5.08M0.0%-3.1%1.101%
7/26/2023 Janney Montgomery Scott LLC18,994$334K0.0%-21.3%0.072%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

>> Register for the Workshop Now
7/26/2023 Glass 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%
7/25/2023 WealthPlan Investment Management LLC478$46K0.0%-80.3%0.002%
7/20/2023 Global Retirement Partners LLC18,449$325K0.0%+7.7%0.070%
7/19/2023Sloy 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%
6/1/2023 ORG Partners LLC14,689$262K0.1%N/A0.056%
5/22/2023 Ameriprise Financial Inc.7,540,201$134.74M0.0%-10.1%28.779%
(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: Prentice Wealth Management LLC ($473.23K), 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), Ameriprise Financial Inc. ($196.77K), and GYL Financial Synergies LLC ($142.95K).

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

Institutional investors have bought a total of 3,646,389 shares in the last 24 months. This purchase volume represents approximately $64.13M 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.


Related Companies

This page (NYSEARCA:DIAL) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored