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 70 institutions that hold shares in the stock, with a total of 12 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
|
Jan 15, 2025 Q4 2024 |
67,590
shares
|
$1.38 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
58,374
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
51,739
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
50,285
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
48,838
shares
|
$995,318
0.52% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
46,675
shares
|
$951,236
0.07% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
45,906
shares
|
$935,564
0.0% of portfolio
|
Q3 2024
Added 204.92%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
39,897
shares
|
$813,100
0.17% of portfolio
|
Q1 2024
Added 8246.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
37,688
shares
|
$768,081
0.0% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
35,787
shares
|
$729,339
0.0% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
33,964
shares
|
$692,186
0.47% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,599
shares
|
$684,747
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
27,895
shares
|
$568,500
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,584
shares
|
$541,781
0.0% of portfolio
|
Q3 2024
Reduced 86.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,313
shares
|
$536,258
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
23,776
shares
|
$484,554
0.26% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
23,132
shares
|
$471,430
0.26% of portfolio
|
Q3 2024
Added 94.19%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
23,018
shares
|
$469,106
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
21,630
shares
|
$440,819
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,464
shares
|
$437,436
0.0% of portfolio
|
Q3 2024
Reduced 36.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
17,185
shares
|
$350,230
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,333
shares
|
$332,866
0.0% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,123
shares
|
$328,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
15,745
shares
|
$320,883
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
15,500
shares
|
$315,890
0.07% of portfolio
|
Q4 2024
Added 34.78%
|