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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.11M+ 35.24% |
$70.9M - $76.8M
|
8.09M
$275M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.58MNew |
$53.2M - $57.7M
|
1.58M
$53.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.2MNew |
$40.2M - $43.6M
|
1.2M
$40.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
789KNew |
$26.5M - $28.7M
|
789K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
538KNew |
$18.1M - $19.6M
|
538K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
518K+ 44.06% |
$17.4M - $18.9M
|
1.69M
$57.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
485K+ 15.86% |
$16.3M - $17.7M
|
3.54M
$120M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
468KNew |
$15.7M - $17M
|
468K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
452K+ 47.21% |
$15.2M - $16.5M
|
1.41M
$47.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
440KNew |
$14.8M - $16M
|
440K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422KNew |
$14.2M - $15.4M
|
422K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
320K+ 55.19% |
$10.8M - $11.7M
|
901K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
245KNew |
$8.23M - $8.91M
|
245K
$8.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
185KNew |
$6.2M - $6.72M
|
185K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$5.95M - $6.45M
|
177K
$6.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
165K+ 20.21% |
$5.53M - $5.99M
|
979K
$33.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161KNew |
$5.42M - $5.88M
|
161K
$5.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
153K+ 1527.82% |
$5.14M - $5.57M
|
163K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148K+ 821.95% |
$4.97M - $5.38M
|
166K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
139K+ 52.92% |
$4.65M - $5.04M
|
400K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134K+ 11.03% |
$4.51M - $4.89M
|
1.35M
$45.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
99KNew |
$3.33M - $3.6M
|
99K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.6K+ 323.34% |
$3.21M - $3.48M
|
125K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
94.5K+ 233.99% |
$3.18M - $3.44M
|
135K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.7K+ 20.13% |
$2.85M - $3.08M
|
505K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.7K+ 127.41% |
$2.78M - $3.01M
|
148K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.6KNew |
$2.78M - $3.01M
|
82.6K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
81.3KNew |
$2.73M - $2.96M
|
81.3K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74.4KNew |
$2.5M - $2.71M
|
74.4K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63.7K+ 59.32% |
$2.14M - $2.32M
|
171K
$5.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.8K+ 120.34% |
$1.68M - $1.82M
|
91.3K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
46.2KNew |
$1.55M - $1.68M
|
46.2K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
43.3KNew |
$1.45M - $1.58M
|
43.3K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.1KNew |
$1.38M - $1.5M
|
41.1K
$1.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
38.7KNew |
$1.3M - $1.41M
|
38.7K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
35.6K+ 245.53% |
$1.2M - $1.3M
|
50.2K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 28.61% |
$1.1M - $1.2M
|
148K
$5.02M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
32.3KNew |
$1.09M - $1.18M
|
32.3K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.7KNew |
$1.07M - $1.15M
|
31.7K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31.5K+ 55.55% |
$1.06M - $1.15M
|
88.1K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.8KNew |
$1.04M - $1.12M
|
30.8K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
28.8KNew |
$967K - $1.05M
|
28.8K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.1K+ 16.41% |
$910K - $986K
|
192K
$6.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$751K - $814K
|
22.3K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.2KNew |
$746K - $809K
|
22.2K
$754K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.9K+ 174.09% |
$737K - $798K
|
34.5K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.7K+ 1.92% |
$730K - $791K
|
1.15M
$39.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 29.86% |
$672K - $729K
|
87K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 80.06% |
$609K - $660K
|
40.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$590K - $639K
|
17.6K
$597K
|