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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
6.03K+ 17.74% |
$117K - $123K
|
40K
$795K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.8K+ 49.19% |
$113K - $118K
|
17.6K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.5KNew |
$262K - $274K
|
13.5K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 29.05% |
$217K - $227K
|
27.2K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.59K+ 5.46% |
$109K - $114K
|
108K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.4KNew |
$203K - $212K
|
10.4K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.08K- 13.96% |
$60K - $62.8K
|
19K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-30K- 27.58% |
$585K - $613K
|
78.9K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.82KNew |
$74.4K - $77.9K
|
3.82K
$75.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.7K- 26.37% |
$928K - $973K
|
133K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.13K+ 3.09% |
$80.4K - $84.2K
|
138K
$2.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 15.27% |
$637K - $667K
|
247K
$4.91M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-514- 3.08% |
$10.3K - $10.6K
|
16.2K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.36K+ 51.15% |
$108K - $110K
|
15.8K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-4.89K- 19.05% |
$98.2K - $101K
|
20.8K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.76K+ 36.08% |
$136K - $139K
|
25.5K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.58K+ 12.5% |
$31.7K - $32.5K
|
14.2K
$282K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.43K- 4.36% |
$28.7K - $29.5K
|
31.3K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
607K+ 166.09% |
$12.2M - $12.5M
|
973K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
741K+ 47.11% |
$14.9M - $15.3M
|
2.31M
$46M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-9.34K- 17.94% |
$187K - $192K
|
42.7K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.8K- 20.23% |
$1.2M - $1.23M
|
236K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$231K - $237K
|
11.5K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-100- 4.42% |
$2.01K - $2.06K
|
2.16K
$43K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
40+ 0.33% |
$803 - $825
|
12.1K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.7KNew |
$375K - $385K
|
18.7K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.6K- 1.16% |
$573K - $589K
|
2.43M
$48.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 27.51% |
$100K - $103K
|
23.2K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.97K+ 11.28% |
$59.7K - $61.3K
|
29.3K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
79+ 0.53% |
$1.59K - $1.63K
|
15.1K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.74K+ 7.06% |
$175K - $180K
|
133K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
607+ 3.42% |
$12.2K - $12.5K
|
18.3K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 2706.8% |
$56K - $57.5K
|
2.89K
$57.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.1K+ 2.45% |
$826K - $848K
|
1.72M
$34.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-143K- 33.72% |
$2.86M - $2.94M
|
280K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-258K- 80.7% |
$5.19M - $5.33M
|
61.8K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-224- 0.4% |
$4.5K - $4.62K
|
55.7K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-208K- 81.37% |
$4.17M - $4.28M
|
47.6K
$945K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-126K- 30.92% |
$2.53M - $2.6M
|
281K
$5.59M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
123K+ 17.95% |
$2.48M - $2.54M
|
810K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.4K+ 14.17% |
$350K - $359K
|
140K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.97K- 15.05% |
$39.6K - $40.6K
|
11.1K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.69K+ 6.42% |
$53.9K - $55.4K
|
44.5K
$885K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 15.31% |
$70.8K - $72.7K
|
26.5K
$527K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-167K- 11.96% |
$3.35M - $3.44M
|
1.23M
$24.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 53.33% |
$40.2K - $41.2K
|
1.75K
$34.8K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
350+ 1.26% |
$7.03K - $7.22K
|
28.2K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.35K+ 10.78% |
$168K - $172K
|
85.8K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
350+ 1.26% |
$7.03K - $7.22K
|
28.2K
$560K
|
|