Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
741K+ 47.11% |
$14.9M - $15.3M
|
2.31M
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
607K+ 166.09% |
$12.2M - $12.5M
|
973K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
123K+ 17.95% |
$2.48M - $2.54M
|
810K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.3K+ 166.9% |
$1.67M - $1.72M
|
133K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.1K+ 2.45% |
$826K - $848K
|
1.72M
$34.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29.4K+ 28.25% |
$590K - $606K
|
133K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.6KNew |
$575K - $591K
|
28.6K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
26K+ 161.55% |
$523K - $537K
|
42.2K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.7KNew |
$375K - $385K
|
18.7K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.4K+ 14.17% |
$350K - $359K
|
140K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$231K - $237K
|
11.5K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
11.5K+ 108.47% |
$230K - $237K
|
22.1K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6KNew |
$213K - $218K
|
10.6K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$210K - $216K
|
10.5K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.74K+ 7.06% |
$175K - $180K
|
133K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.35K+ 10.78% |
$168K - $172K
|
85.8K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.76K+ 36.08% |
$136K - $139K
|
25.5K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.91K+ 6.12% |
$119K - $122K
|
102K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.62K+ 12.04% |
$113K - $116K
|
52.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.36K+ 51.15% |
$108K - $110K
|
15.8K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 27.51% |
$100K - $103K
|
23.2K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.99K+ 5.7% |
$80.1K - $82.2K
|
74K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 15.31% |
$70.8K - $72.7K
|
26.5K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.97K+ 11.28% |
$59.7K - $61.3K
|
29.3K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 2706.8% |
$56K - $57.5K
|
2.89K
$57.6K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.69K+ 6.42% |
$53.9K - $55.4K
|
44.5K
$887K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.3K+ 14.84% |
$46.2K - $47.4K
|
17.8K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.18KNew |
$43.8K - $44.9K
|
2.18K
$43.4K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.58K+ 12.5% |
$31.7K - $32.5K
|
14.2K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
983+ 4.54% |
$19.7K - $20.3K
|
22.6K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
697+ 1.85% |
$14K - $14.4K
|
38.4K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
610+ 0.49% |
$12.2K - $12.6K
|
126K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
607+ 3.42% |
$12.2K - $12.5K
|
18.3K
$365K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
537+ 0.45% |
$10.8K - $11.1K
|
120K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
350+ 1.26% |
$7.03K - $7.22K
|
28.2K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
350+ 1.26% |
$7.03K - $7.22K
|
28.2K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
290New |
$5.82K - $5.98K
|
290
$5.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
255New |
$5.12K - $5.26K
|
255
$5.08K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
79+ 0.53% |
$1.59K - $1.63K
|
15.1K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
40+ 0.33% |
$803 - $825
|
12.1K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
35+ 0.28% |
$703 - $722
|
12.4K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
15+ 0.25% |
$301 - $309
|
5.91K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
10+ 0.08% |
$201 - $206
|
11.8K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-100- 4.42% |
$2.01K - $2.06K
|
2.16K
$43.1K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-224- 0.4% |
$4.5K - $4.62K
|
55.7K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-355- 0.53% |
$7.13K - $7.32K
|
67.2K
$1.34M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-514- 3.08% |
$10.3K - $10.6K
|
16.2K
$322K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.43K- 4.36% |
$28.7K - $29.5K
|
31.3K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.73K- 12.15% |
$34.7K - $35.7K
|
12.5K
$249K
|