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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)
$20.98M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.52M
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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
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%
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%
1/30/2024 Imprint 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%
1/16/2024 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%
12/7/2023 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%
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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%
10/24/2023 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%
8/14/2023 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%
8/10/2023 Cetera 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%
7/26/2023 Glass 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%
7/25/2023 WealthPlan Investment Management LLC478$46K0.0%-80.3%0.002%
7/20/2023 Global Retirement Partners LLC18,449$325K0.0%+7.7%0.070%
7/19/2023 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%
6/1/2023 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%
5/16/2023 HBK Sorce Advisory LLC456,466$12.24M0.2%N/A1.654%
5/11/2023Commonwealth Equity Services LLC133,808$2.39M0.0%-8.7%0.485%
5/10/2023 Atria Investments Inc64,396$1.15M0.0%+5.0%0.233%
5/10/2023 Private Advisor Group LLC43,495$777K0.0%N/A0.158%
5/10/2023 Resources Investment Advisors LLC.343,965$6.15M0.1%-10.7%1.246%
5/10/2023 LPL Financial LLC297,894$5.32M0.0%-16.5%1.079%
5/10/2023 WealthPLAN Partners LLC10,631$190K0.0%-16.2%0.039%
5/8/2023 WealthPlan Investment Management LLC2,426$43K0.0%-80.9%0.009%
5/5/2023 Truist Financial Corp11,671$209K0.0%-63.8%0.042%
5/4/2023 Schneider Downs Wealth Management Advisors LP152,539$2.73M0.6%-0.8%0.553%
5/3/2023 Signature Wealth Management Partners LLC36,944$660K0.6%-34.7%0.134%
4/28/2023 Avantax Advisory Services Inc.20,412$365K0.0%-73.7%0.074%
4/28/2023 Ameritas Advisory Services LLC583,519$10.38M0.5%-49.1%2.114%
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4/28/2023 Janney 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%
4/18/2023 Financial 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%
3/6/2023 OLD Mission Capital LLC164,466$2.84M0.1%+293.5%0.596%
2/16/2023Live Oak Investment Partners362,757$6.27M5.8%N/A1.282%
2/13/2023 Atria Wealth Solutions Inc.30,670$530K0.0%-3.2%0.108%
(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, 80 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), Wells Fargo & Company MN ($13.32M), Pine Valley Investments Ltd Liability Co ($10.63M), Ameritas Advisory Services LLC ($10.38M), Jane Street Group LLC ($9.96M), Prentice Wealth Management LLC ($7.86M), and Live Oak Investment Partners ($6.27M).Learn more on DIAL's institutional investors.

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

Of the 63 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: GYL Financial Synergies LLC ($505.68K), HBK Sorce Advisory LLC ($456.47K), Prentice Wealth Management LLC ($451.26K), Live Oak Investment Partners ($362.76K), Avantax Advisory Services Inc. ($281.49K), Ameriprise Financial Inc. ($196.77K), and Syverson Strege & Co ($159.24K).

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

Institutional investors have bought a total of 4,235,694 shares in the last 24 months. This purchase volume represents approximately $73.99M in transactions.

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

Of the 51 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), Envestnet Asset Management Inc. ($1.28M), Ameritas Advisory Services LLC ($987.00K), Ameriprise Financial Inc. ($842.97K), Sweet Financial Partners LLC ($824.43K), Enzi Wealth ($577.64K), and HBK Sorce Advisory LLC ($334.68K).

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

Institutional investors have sold a total of 13,303,921 shares in the last 24 months. This volume of shares sold represents approximately $232.05M in transactions.


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This page (NYSEARCA:DIAL) was last updated on 6/2/2024 by MarketBeat.com Staff

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