Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
367K+ 61.87% |
$7.53M - $7.65M
|
961K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
156K+ 108.77% |
$3.2M - $3.25M
|
299K
$6.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 41.12% |
$2.23M - $2.27M
|
373K
$7.62M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
89.9K+ 21.97% |
$1.84M - $1.87M
|
499K
$10.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.6KNew |
$1.76M - $1.78M
|
85.6K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.2KNew |
$1.34M - $1.36M
|
65.2K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53K+ 133.72% |
$1.09M - $1.1M
|
92.6K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
39.4K+ 8246.65% |
$808K - $821K
|
39.9K
$814K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$358K - $364K
|
17.5K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 3.67% |
$296K - $301K
|
408K
$8.32M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 41.0% |
$283K - $288K
|
47.5K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 2.2% |
$268K - $273K
|
607K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.9KNew |
$264K - $268K
|
12.9K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2KNew |
$230K - $233K
|
11.2K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$216K - $220K
|
10.5K
$215K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.57K+ 20.44% |
$196K - $199K
|
56.4K
$1.15M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.89K+ 2.71% |
$162K - $164K
|
299K
$6.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35K+ 48.8% |
$151K - $153K
|
22.4K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7K+ 275.75% |
$144K - $146K
|
9.54K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.62K+ 15.78% |
$136K - $138K
|
48.5K
$991K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.97K+ 14.61% |
$122K - $124K
|
46.8K
$956K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.47K+ 9.66% |
$112K - $114K
|
62.1K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5K+ 55.56% |
$103K - $104K
|
14K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.78K+ 4.95% |
$97.9K - $99.5K
|
101K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85K+ 704.46% |
$58.3K - $59.3K
|
3.25K
$66.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 8.22% |
$53.7K - $54.6K
|
34.5K
$703K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.93K+ 20.28% |
$39.6K - $40.3K
|
11.5K
$234K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.5K+ 9.39% |
$30.8K - $31.2K
|
17.5K
$357K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.41K+ 1.54% |
$28.9K - $29.3K
|
92.8K
$1.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.01K+ 1.52% |
$20.6K - $21K
|
67.1K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 7.11% |
$20.5K - $20.8K
|
15.1K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
985+ 2.61% |
$20.2K - $20.5K
|
38.8K
$791K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
155+ 1.32% |
$3.18K - $3.23K
|
11.9K
$243K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
103New |
$2.11K - $2.15K
|
103
$2.1K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
95+ 0.48% |
$1.95K - $1.98K
|
19.7K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
37+ 0.48% |
$759 - $771
|
7.71K
$157K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-98- 3.22% |
$2.01K - $2.04K
|
2.95K
$60.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-382- 0.92% |
$7.83K - $7.96K
|
41.1K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-430- 0.99% |
$8.82K - $8.96K
|
43.2K
$881K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-606- 2.09% |
$12.4K - $12.6K
|
28.4K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.22K- 8.48% |
$25K - $25.4K
|
13.2K
$269K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.4K- 6.69% |
$28.7K - $29.2K
|
19.5K
$399K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.52% |
$30.3K - $30.8K
|
286K
$5.83M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 6.28% |
$44.3K - $45K
|
32.2K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.54K- 42.91% |
$52K - $52.8K
|
3.37K
$68.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.65K- 59.53% |
$54.3K - $55.2K
|
1.8K
$36.7K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-3.84K- 5.15% |
$78.7K - $79.9K
|
70.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.84K- 15.75% |
$78.7K - $80K
|
20.5K
$419K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6.34K- 32.17% |
$130K - $132K
|
13.4K
$273K
|