Latest Institutional Transactions on Columbia ETF Tr I Multi Sector (MUST)
This table provides information on the latest institutional transactions involving Columbia ETF Tr I Multi Sector (MUST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
16.1KNew |
$326K - $336K
|
16.1K
$328K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-2.14K- 15.39% |
$43.4K - $44.7K
|
11.8K
$239K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
316+ 13.06% |
$6.4K - $6.59K
|
2.74K
$55.6K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
224+ 2.21% |
$4.54K - $4.67K
|
10.4K
$211K
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-71.1K- 35.45% |
$1.44M - $1.48M
|
129K
$2.63M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
66.7K+ 127.33% |
$1.35M - $1.39M
|
119K
$2.42M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-387- 3.03% |
$7.84K - $8.08K
|
12.4K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-62- 0.27% |
$1.26K - $1.29K
|
23K
$468K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 15.38% |
$10.1K - $10.4K
|
3.75K
$76.2K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.03K+ 12.08% |
$102K - $105K
|
46.7K
$948K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.75K- 11.19% |
$96.2K - $99.1K
|
37.7K
$766K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4K+ 34.78% |
$81K - $83.5K
|
15.5K
$315K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
96.6KNew |
$1.96M - $2.02M
|
96.6K
$1.96M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76.9K+ 13.68% |
$1.56M - $1.61M
|
639K
$13M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-900- 1.31% |
$18.2K - $18.8K
|
67.6K
$1.37M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
21.6KNew |
$438K - $451K
|
21.6K
$440K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 0.81% |
$63.2K - $65.1K
|
387K
$7.87M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.56K+ 2.52% |
$51.8K - $53.4K
|
104K
$2.11M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151K+ 432.4% |
$3.07M - $3.16M
|
186K
$3.79M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
837+ 5.12% |
$17K - $17.5K
|
17.2K
$349K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
45+ 0.29% |
$913 - $938
|
15.7K
$320K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-204K- 7.2% |
$4.13M - $4.24M
|
2.62M
$53.3M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-248- 0.73% |
$5.03K - $5.17K
|
33.6K
$683K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.39K+ 1.85% |
$109K - $112K
|
297K
$6.03M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5KNew |
$212K - $218K
|
10.5K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.9K- 12.86% |
$931K - $957K
|
311K
$6.32M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 36.16% |
$6.53M - $6.71M
|
1.21M
$24.6M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
30.9K+ 204.92% |
$626K - $643K
|
45.9K
$933K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.3KNew |
$534K - $549K
|
26.3K
$535K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.03K- 25.33% |
$102K - $105K
|
14.8K
$301K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.45K+ 7.34% |
$171K - $176K
|
124K
$2.51M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-175K- 86.8% |
$3.54M - $3.64M
|
26.6K
$540K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.49K- 0.85% |
$70.8K - $72.8K
|
407K
$8.27M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
8.1K+ 110.74% |
$164K - $169K
|
15.4K
$313K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-92.9K- 55.08% |
$1.88M - $1.94M
|
75.8K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-325- 1.35% |
$6.59K - $6.78K
|
23.8K
$483K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 0.65% |
$223K - $229K
|
1.71M
$34.8M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.3K- 55.35% |
$1.26M - $1.3M
|
50.3K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.41K+ 29.68% |
$69.1K - $71K
|
14.9K
$302K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.23K+ 7.33% |
$126K - $130K
|
91.1K
$1.85M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
255K+ 25.24% |
$5.17M - $5.31M
|
1.26M
$25.7M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.04K+ 4.11% |
$41.4K - $42.6K
|
51.7K
$1.05M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.67K+ 13.14% |
$115K - $118K
|
48.8K
$992K
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.8KNew |
$219K - $225K
|
10.8K
$220K
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-504- 17.51% |
$10.2K - $10.5K
|
2.37K
$48.2K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 4.22% |
$48K - $49.3K
|
58.4K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.68K+ 8.1% |
$54.4K - $55.9K
|
35.8K
$727K
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.2K+ 94.19% |
$228K - $234K
|
23.1K
$470K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.37K+ 3.42% |
$48.1K - $49.5K
|
71.8K
$1.46M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39.4K+ 50.31% |
$799K - $821K
|
118K
$2.39M
|