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 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.97K- 15.05% |
$39.6K - $40.6K
|
11.1K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 53.33% |
$40.2K - $41.2K
|
1.75K
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-4.89K- 19.05% |
$98.2K - $101K
|
20.8K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.9K- 4.18% |
$159K - $163K
|
181K
$3.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-8.1K- 28.79% |
$163K - $167K
|
20K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-9.34K- 17.94% |
$187K - $192K
|
42.7K
$851K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.4K- 40.6% |
$248K - $255K
|
18.1K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.2K- 23.73% |
$305K - $313K
|
48.8K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-20.5K- 15.85% |
$412K - $423K
|
109K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.6K- 1.16% |
$573K - $589K
|
2.43M
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.8K- 20.23% |
$1.2M - $1.23M
|
236K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-126K- 30.92% |
$2.53M - $2.6M
|
281K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-143K- 33.72% |
$2.86M - $2.94M
|
280K
$5.59M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-167K- 11.96% |
$3.35M - $3.44M
|
1.23M
$24.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-173K- 44.73% |
$3.48M - $3.57M
|
214K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-208K- 81.37% |
$4.17M - $4.28M
|
47.6K
$948K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-258K- 80.7% |
$5.19M - $5.33M
|
61.8K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-543K- 84.85% |
$10.9M - $11.2M
|
96.9K
$1.93M
|