Purchases and Sales Made in Q1 2023 in Columbia ETF Tr I Multi Sector (MUST)
This table provides information about the institutional ownership of Columbia ETF Tr I Multi Sector (MUST) during Q1 2023. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I MULTI SECTOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 89.46% |
$3.7M - $3.82M
|
389K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
112K+ 335.48% |
$2.26M - $2.33M
|
145K
$3.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
96.4K+ 47.29% |
$1.94M - $2.01M
|
300K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
62.4K+ 18.44% |
$1.26M - $1.3M
|
401K
$8.33M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
55.1K+ 173.76% |
$1.11M - $1.15M
|
86.9K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50.3KNew |
$1.01M - $1.05M
|
50.3K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.4K+ 4.64% |
$914K - $945K
|
1.02M
$21.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 30.08% |
$883K - $913K
|
190K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3K+ 52.99% |
$551K - $569K
|
78.9K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.6KNew |
$354K - $366K
|
17.6K
$366K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
16.5K+ 37.52% |
$333K - $345K
|
60.7K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.3K+ 99.6% |
$309K - $319K
|
30.7K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 9.24% |
$302K - $312K
|
177K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$277K - $286K
|
13.7K
$286K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.4K+ 28.52% |
$270K - $279K
|
60.3K
$1.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.87K+ 13.09% |
$199K - $206K
|
85.3K
$1.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.78KNew |
$197K - $204K
|
9.78K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.52K+ 32.2% |
$172K - $177K
|
35K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.82K+ 40.82% |
$158K - $163K
|
27K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.19K+ 9.36% |
$125K - $129K
|
72.3K
$1.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.53K+ 7.6% |
$111K - $115K
|
78.3K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.48K+ 1.4% |
$90.4K - $93.4K
|
324K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.13K+ 5.37% |
$83.1K - $85.9K
|
80.9K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.5K+ 47.48% |
$50.4K - $52.1K
|
7.77K
$162K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.68K+ 2.76% |
$33.9K - $35K
|
62.6K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.36K+ 3.99% |
$27.4K - $28.3K
|
35.5K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.11K+ 4.09% |
$22.3K - $23.1K
|
28.2K
$587K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
814+ 8.12% |
$16.4K - $17K
|
10.8K
$225K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
726New |
$14.6K - $15.1K
|
726
$15.1K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
237New |
$4.78K - $4.94K
|
237
$4.93K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32+ 0.11% |
$645 - $667
|
29.7K
$618K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
22+ 0.13% |
$443 - $458
|
17.3K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-513- 3.73% |
$10.3K - $10.7K
|
13.2K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-520- 2.52% |
$10.5K - $10.8K
|
20.1K
$418K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.77K- 10.24% |
$35.7K - $36.9K
|
15.5K
$323K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.91K- 7.12% |
$38.4K - $39.7K
|
24.9K
$518K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.45K- 12.56% |
$49.4K - $51.1K
|
17.1K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.81K- 4.82% |
$56.6K - $58.5K
|
55.5K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.65K- 2.41% |
$93.7K - $96.9K
|
188K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.09K- 25.98% |
$123K - $127K
|
17.4K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-7.92K- 74.58% |
$160K - $165K
|
2.7K
$56.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11.2K- 28.58% |
$226K - $234K
|
28.1K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.1K- 19.74% |
$868K - $897K
|
175K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-178K- 18.87% |
$3.59M - $3.71M
|
766K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-210K- 7.04% |
$4.22M - $4.37M
|
2.77M
$57.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-245K- 69.19% |
$4.94M - $5.1M
|
109K
$2.27M
|