Institutional Ownership Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,015
shares
|
$357,034
0.01% of portfolio
|
Q3 2024
Added 50.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
8,494
shares
|
$302,811
0.06% of portfolio
|
Q3 2024
Added 107.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$275,895
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,573
shares
|
$269,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,325
shares
|
$225,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,318
shares
|
$225,236
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,379
shares
|
$84,811
0.0% of portfolio
|
Q3 2024
Reduced 54.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,897
shares
|
$67,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,417
shares
|
$50,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$37,610
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,022
shares
|
$36,434
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
300
shares
|
$10,695
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
194
shares
|
$6,916
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
162
shares
|
$5,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
62
shares
|
$2,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
5
shares
|
$178
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|