Institutional Ownership Columbia Banking System, Inc. (COLB)
This table provides information about the institutional ownership of Columbia Banking System, Inc. (COLB). We have compiled data on the 390 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $5.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
253
shares
|
$7,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
252
shares
|
$7,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
195
shares
|
$5,846
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$4,766
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
155
shares
|
$4,646
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
126
shares
|
$3,777
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
120
shares
|
$3,597
0.0% of portfolio
|
Q2 2024
Added 34.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$3,267
0.0% of portfolio
|
Q2 2020
Added 47.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
100
shares
|
$2,998
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
96
shares
|
$2,878
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
85
shares
|
$2,548
0.0% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$2,518
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
83
shares
|
$2,488
0.0% of portfolio
|
Q2 2024
Reduced 41.55%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
82
shares
|
$2,458
0.0% of portfolio
|
Q2 2024
Added 38.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
82
shares
|
$2,458
0.0% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
76
shares
|
$2,278
0.0% of portfolio
|
Q2 2024
Reduced 64.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$2,098
0.0% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
68
shares
|
$2,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
59
shares
|
$1,768
0.0% of portfolio
|
Q3 2023
Reduced 99.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
54
shares
|
$1,618
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
53
shares
|
$1,588
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
51
shares
|
$1,528
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
28
shares
|
$839
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
27
shares
|
$809
0.0% of portfolio
|
Q3 2024
Added 575.0%
|