Institutional Ownership Columbia ETF Tr I Multi Sector (MUST)
This table provides information about the institutional ownership of Columbia ETF Tr I Multi Sector (MUST). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
67,920
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2024
Added 1.18%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
67,920
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
59,586
shares
|
$1.24 Million
0.34% of portfolio
|
Q2 2024
Added 5.69%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
56,009
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 17.94%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
54,434
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
50,143
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
49,698
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2024
Added 6.13%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
44,888
shares
|
$934,119
0.0% of portfolio
|
Q2 2024
Reduced 27.75%
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
43,165
shares
|
$898,263
0.51% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
40,877
shares
|
$850,650
0.07% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
39,897
shares
|
$830,256
0.0% of portfolio
|
Q1 2024
Added 8246.65%
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 29, 2024 Q2 2024 |
36,964
shares
|
$769,220
0.5% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
35,026
shares
|
$728,891
0.0% of portfolio
|
Q2 2024
Reduced 62.16%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
33,893
shares
|
$705,313
0.0% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
33,847
shares
|
$704,356
0.01% of portfolio
|
Q2 2024
Added 1780.39%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
33,104
shares
|
$688,894
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
27,879
shares
|
$580,161
0.08% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
27,879
shares
|
$580,161
0.01% of portfolio
|
Q2 2024
New holding
|
|
New Insight Wealth Advisors
San Ramon, CA |
Aug 15, 2024 Q2 2024 |
24,101
shares
|
$501,541
0.29% of portfolio
|
Q2 2024
Added 37.91%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
20,433
shares
|
$425,210
0.01% of portfolio
|
Q2 2024
Added 17.05%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
19,853
shares
|
$413,140
0.03% of portfolio
|
Q2 2024
Added 0.78%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
19,784
shares
|
$411,705
0.0% of portfolio
|
Q2 2024
Reduced 11.74%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
17,505
shares
|
$364,279
0.02% of portfolio
|
Q4 2023
Reduced 34.91%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
16,348
shares
|
$340,201
0.0% of portfolio
|
Q2 2024
Reduced 20.4%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
15,700
shares
|
$326,717
0.02% of portfolio
|
Q2 2024
New holding
|