Purchases and Sales Made in Q3 2024 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.03M+ 51.31% |
$62.4M - $68.8M
|
5.98M
$209M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
958KNew |
$29.5M - $32.5M
|
958K
$33.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
814KNew |
$25M - $27.6M
|
814K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
692K+ 143.17% |
$21.3M - $23.5M
|
1.18M
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644K+ 203.84% |
$19.8M - $21.8M
|
960K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
590K+ 23.91% |
$18.1M - $20M
|
3.06M
$107M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
539K+ 90.94% |
$16.6M - $18.3M
|
1.13M
$39.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
201K+ 327.61% |
$6.16M - $6.8M
|
262K
$9.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
196K+ 19.2% |
$6.03M - $6.65M
|
1.22M
$42.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
169K+ 41.02% |
$5.19M - $5.72M
|
580K
$20.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
161K+ 834.59% |
$4.94M - $5.45M
|
180K
$6.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154K+ 1450.8% |
$4.74M - $5.23M
|
165K
$5.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
107KNew |
$3.3M - $3.64M
|
107K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94.9KNew |
$2.92M - $3.22M
|
94.9K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
91.9K+ 24.6% |
$2.82M - $3.11M
|
465K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88KNew |
$2.71M - $2.98M
|
88K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.1K+ 204.05% |
$2.37M - $2.61M
|
115K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.8K+ 330.66% |
$1.68M - $1.86M
|
71.4K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.4K+ 151.47% |
$1.67M - $1.84M
|
90.3K
$3.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.7K+ 310.28% |
$1.56M - $1.72M
|
67K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
44K+ 173.31% |
$1.35M - $1.49M
|
69.3K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.4KNew |
$1.27M - $1.4M
|
41.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.2K+ 14.75% |
$1.2M - $1.33M
|
305K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34.9K+ 126.48% |
$1.07M - $1.18M
|
62.6K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.3K+ 8.88% |
$1.06M - $1.16M
|
421K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.1K+ 12.29% |
$925K - $1.02M
|
275K
$9.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.7K+ 672.06% |
$791K - $873K
|
29.6K
$1.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.9KNew |
$734K - $810K
|
23.9K
$834K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.6K+ 66.25% |
$694K - $766K
|
56.7K
$1.98M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$674K - $743K
|
21.9K
$765K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.6K+ 76.92% |
$540K - $595K
|
40.4K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16.6KNew |
$509K - $562K
|
16.6K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.5KNew |
$446K - $492K
|
14.5K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.3K+ 83.98% |
$439K - $484K
|
31.3K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 24.46% |
$392K - $433K
|
64.9K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$387K - $427K
|
12.6K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.6KNew |
$386K - $426K
|
12.6K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$365K - $402K
|
11.9K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11K+ 5.48% |
$337K - $372K
|
211K
$7.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.76KNew |
$238K - $263K
|
7.76K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.57KNew |
$233K - $257K
|
7.57K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.33KNew |
$194K - $214K
|
6.33K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.4K+ 107.32% |
$135K - $149K
|
8.49K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.6K+ 8.79% |
$111K - $122K
|
44.5K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51K+ 24.26% |
$108K - $119K
|
18K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.34K+ 50.04% |
$103K - $113K
|
10K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9KNew |
$58.3K - $64.3K
|
1.9K
$66.2K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.72K+ 7.94% |
$53K - $58.5K
|
23.4K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.41% |
$52.3K - $57.6K
|
16.6K
$580K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.42KNew |
$43.6K - $48.1K
|
1.42K
$49.5K
|