Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
407K+ 610.25% |
$7.91M - $8.39M
|
474K
$9.68M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
261K+ 105.99% |
$5.07M - $5.38M
|
508K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
246K+ 24.8% |
$4.77M - $5.06M
|
1.24M
$25.2M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
243KNew |
$4.71M - $5M
|
243K
$4.95M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
164K+ 954.12% |
$3.19M - $3.38M
|
181K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 68.78% |
$2.1M - $2.23M
|
266K
$5.42M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.2KNew |
$1.54M - $1.63M
|
79.2K
$1.62M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.6K+ 6.9% |
$1.26M - $1.33M
|
1M
$20.4M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
56.1K+ 96.67% |
$1.09M - $1.15M
|
114K
$2.33M
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
48.2K+ 13.14% |
$937K - $993K
|
415K
$8.48M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
41.8K+ 33.43% |
$812K - $861K
|
167K
$3.41M
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
38.8K+ 17.64% |
$754K - $800K
|
259K
$5.28M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 13.48% |
$615K - $652K
|
266K
$5.44M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28.4KNew |
$551K - $584K
|
28.4K
$579K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.4K+ 12.94% |
$532K - $564K
|
239K
$4.88M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26.9KNew |
$522K - $554K
|
26.9K
$549K
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
26K+ 7.56% |
$505K - $535K
|
370K
$7.54M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23.2KNew |
$450K - $477K
|
23.2K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$356K - $378K
|
18.4K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
14.2KNew |
$276K - $293K
|
14.2K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.8K+ 13.43% |
$210K - $223K
|
91.3K
$1.86M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 20.67% |
$196K - $208K
|
58.9K
$1.2M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
7.31KNew |
$142K - $151K
|
7.31K
$149K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
7K+ 350.0% |
$136K - $144K
|
9K
$184K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.55K+ 9.11% |
$127K - $135K
|
78.5K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.24K+ 8.58% |
$121K - $129K
|
79K
$1.61M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.14K+ 18.73% |
$119K - $126K
|
38.9K
$794K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.07K+ 7.49% |
$118K - $125K
|
87K
$1.78M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.02K+ 18.93% |
$117K - $124K
|
37.8K
$772K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.16K+ 3.1% |
$22.5K - $23.9K
|
38.6K
$788K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.06KNew |
$20.5K - $21.7K
|
1.06K
$21.5K
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
968+ 39.32% |
$18.8K - $19.9K
|
3.43K
$70K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$1.75K - $1.85K
|
90
$1.84K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
59+ 0.09% |
$1.15K - $1.21K
|
63.4K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.19% |
$175 - $185
|
4.73K
$96.6K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11- 0.04% |
$214 - $226
|
30.6K
$624K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49- 0.32% |
$952 - $1.01K
|
15.5K
$316K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-238Closed |
$4.62K - $4.9K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 1.73% |
$5.52K - $5.85K
|
16.1K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-395- 1.01% |
$7.67K - $8.13K
|
38.6K
$787K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-489- 1.16% |
$9.5K - $10.1K
|
41.5K
$847K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 6.64% |
$19.4K - $20.6K
|
14.1K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.08K- 3.88% |
$40.5K - $42.9K
|
51.6K
$1.05M
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-3.45K- 4.21% |
$67K - $71.1K
|
78.6K
$1.6M
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-4.76K- 10.48% |
$92.5K - $98K
|
40.7K
$830K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.97K- 35.8% |
$116K - $123K
|
10.7K
$219K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.92K- 24.77% |
$154K - $163K
|
24.1K
$491K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.72K- 13.84% |
$169K - $180K
|
54.3K
$1.11M
|