Purchases and Sales Made in Q4 2024 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
452K+ 47.21% |
$15.2M - $16.5M
|
1.41M
$50.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422KNew |
$14.2M - $15.4M
|
422K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161KNew |
$5.42M - $5.88M
|
161K
$5.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134K+ 11.03% |
$4.51M - $4.89M
|
1.35M
$48.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
99KNew |
$3.33M - $3.6M
|
99K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
94.5K+ 233.99% |
$3.18M - $3.44M
|
135K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.6KNew |
$2.78M - $3.01M
|
82.6K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
81.3KNew |
$2.73M - $2.96M
|
81.3K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74.4KNew |
$2.5M - $2.71M
|
74.4K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63.7K+ 59.32% |
$2.14M - $2.32M
|
171K
$6.15M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
46.2KNew |
$1.55M - $1.68M
|
46.2K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.1KNew |
$1.38M - $1.5M
|
41.1K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
35.6K+ 245.53% |
$1.2M - $1.3M
|
50.2K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.7KNew |
$1.07M - $1.15M
|
31.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.8KNew |
$1.04M - $1.12M
|
30.8K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.2KNew |
$746K - $809K
|
22.2K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.9K+ 174.09% |
$737K - $798K
|
34.5K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.7K+ 1.92% |
$730K - $791K
|
1.15M
$41.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$569K - $617K
|
16.9K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$341K - $369K
|
10.1K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.18KNew |
$208K - $225K
|
6.18K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.09KNew |
$205K - $222K
|
6.09K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.26KNew |
$177K - $192K
|
5.26K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.96K+ 1.4% |
$99.3K - $108K
|
214K
$7.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.08KNew |
$36.2K - $39.2K
|
1.08K
$38.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.79K- 4.02% |
$93.6K - $101K
|
66.5K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-69.5K- 40.93% |
$2.34M - $2.53M
|
100K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-79.2K- 17.03% |
$2.66M - $2.89M
|
386K
$13.9M
|