Purchases and Sales Made in Q2 2024 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q2 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.65M+ 161.14% |
$48.7M - $53.6M
|
2.68M
$94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23M+ 45.15% |
$36.3M - $39.9M
|
3.96M
$139M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
613K+ 33.04% |
$18.1M - $19.9M
|
2.47M
$86.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
593KNew |
$17.5M - $19.2M
|
593K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
469K+ 3365.93% |
$13.8M - $15.2M
|
483K
$17M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
469K+ 3365.93% |
$13.8M - $15.2M
|
483K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
251K+ 185.54% |
$7.4M - $8.14M
|
386K
$13.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
200KNew |
$5.89M - $6.48M
|
200K
$7.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174K+ 73.39% |
$5.14M - $5.65M
|
412K
$14.4M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129K+ 94.98% |
$3.82M - $4.2M
|
266K
$9.32M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.1K+ 291.96% |
$1.95M - $2.14M
|
88.7K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
61.2KNew |
$1.8M - $1.99M
|
61.2K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40K+ 14.48% |
$1.18M - $1.3M
|
316K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.8KNew |
$1.11M - $1.23M
|
37.8K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34.1KNew |
$1M - $1.11M
|
34.1K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.1K+ 431.87% |
$859K - $946K
|
35.9K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
25.4KNew |
$748K - $823K
|
25.4K
$890K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.7KNew |
$640K - $704K
|
21.7K
$762K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
19.3KNew |
$568K - $625K
|
19.3K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
17KNew |
$501K - $552K
|
17K
$596K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3KNew |
$481K - $530K
|
16.3K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$436K - $480K
|
14.8K
$519K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 5.6% |
$383K - $421K
|
245K
$8.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.04K+ 54.38% |
$237K - $261K
|
22.8K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
7.9K+ 70.3% |
$233K - $256K
|
19.1K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.14K+ 0.97% |
$211K - $232K
|
744K
$26.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.98K+ 20.56% |
$206K - $227K
|
40.9K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.68KNew |
$197K - $217K
|
6.68K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.6K+ 8.04% |
$194K - $214K
|
88.7K
$3.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.27K+ 13.65% |
$185K - $203K
|
52.2K
$1.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.27KNew |
$155K - $171K
|
5.27K
$185K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.78K+ 49.31% |
$141K - $155K
|
14.5K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.5K+ 43.27% |
$133K - $146K
|
14.9K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.26K+ 44.25% |
$96.2K - $106K
|
10.6K
$373K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.1K+ 12.64% |
$91.4K - $101K
|
27.6K
$969K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.96K+ 16.42% |
$87.2K - $96K
|
21K
$736K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15KNew |
$33.9K - $37.3K
|
1.15K
$40.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15K+ 1.8% |
$33.8K - $37.2K
|
64.7K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
917+ 2.51% |
$27K - $29.7K
|
37.5K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
800+ 24.26% |
$23.6K - $26K
|
4.1K
$144K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
745New |
$22K - $24.2K
|
745
$26.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
681+ 21.63% |
$20.1K - $22.1K
|
3.83K
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 0.4% |
$737 - $811
|
6.28K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 0.37% |
$41.4K - $45.5K
|
373K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100K- 85.84% |
$2.96M - $3.26M
|
16.6K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-128K- 42.39% |
$3.79M - $4.17M
|
175K
$6.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-145K- 12.43% |
$4.27M - $4.7M
|
1.02M
$35.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-210K- 32.3% |
$6.2M - $6.82M
|
441K
$15.5M
|