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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.04K+ 4.11% |
$41.4K - $42.6K
|
51.7K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151K+ 432.4% |
$3.07M - $3.16M
|
186K
$3.81M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
255K+ 25.24% |
$5.17M - $5.31M
|
1.26M
$25.8M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-504- 17.51% |
$10.2K - $10.5K
|
2.37K
$48.5K
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.8KNew |
$219K - $225K
|
10.8K
$221K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.67K+ 13.14% |
$115K - $118K
|
48.8K
$997K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.68K+ 8.1% |
$54.4K - $55.9K
|
35.8K
$730K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 4.22% |
$48K - $49.3K
|
58.4K
$1.19M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.2K+ 94.19% |
$228K - $234K
|
23.1K
$472K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.37K+ 3.42% |
$48.1K - $49.5K
|
71.8K
$1.47M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39.4K+ 50.31% |
$799K - $821K
|
118K
$2.4M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16+ 0.06% |
$324 - $334
|
27.9K
$569K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
339+ 4.2% |
$6.87K - $7.07K
|
8.41K
$172K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.45K- 5.46% |
$49.7K - $51.1K
|
42.4K
$866K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-214- 8.12% |
$4.34K - $4.46K
|
2.42K
$49.4K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 7.21% |
$22.3K - $22.9K
|
16.3K
$333K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-382- 3.63% |
$7.75K - $7.96K
|
10.1K
$207K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-71.3K- 34.47% |
$1.45M - $1.49M
|
136K
$2.77M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.04K- 3.75% |
$41.4K - $42.6K
|
52.4K
$1.07M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
570+ 0.84% |
$11.6K - $11.9K
|
68.5K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.64K- 11.38% |
$33.2K - $34.2K
|
12.8K
$261K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 12.95% |
$53.7K - $55.2K
|
23.1K
$471K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-106K- 34.68% |
$2.16M - $2.22M
|
200K
$4.09M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 10.44% |
$752K - $774K
|
392K
$8.01M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 36.67% |
$252K - $259K
|
21.5K
$438K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 1.86% |
$102K - $105K
|
265K
$5.42M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.47K+ 10.86% |
$131K - $135K
|
66.1K
$1.35M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
13.9KNew |
$282K - $290K
|
13.9K
$284K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
767+ 1.88% |
$15.6K - $16K
|
41.6K
$850K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 3.69% |
$277K - $285K
|
384K
$7.84M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
106K+ 23.33% |
$2.16M - $2.22M
|
563K
$11.5M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.73K+ 2.77% |
$55.4K - $57K
|
101K
$2.07M
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64K+ 7.74% |
$1.29M - $1.32M
|
890K
$18.2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-704- 0.82% |
$14.2K - $14.5K
|
84.9K
$1.73M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32K+ 1780.39% |
$647K - $661K
|
33.8K
$691K
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.63K+ 37.91% |
$134K - $137K
|
24.1K
$492K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1KNew |
$1.01M - $1.03M
|
50.1K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
88.4KNew |
$1.79M - $1.82M
|
88.4K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.7K+ 2.79% |
$1.55M - $1.58M
|
2.83M
$57.7M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.19K- 20.4% |
$84.6K - $86.4K
|
16.3K
$334K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-250K- 41.15% |
$5.04M - $5.15M
|
357K
$7.29M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 5.37% |
$12.2K - $12.4K
|
11.8K
$241K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
154+ 0.78% |
$3.11K - $3.18K
|
19.9K
$405K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$317K - $324K
|
15.7K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.8K+ 13.66% |
$279K - $285K
|
115K
$2.35M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
136K+ 208.62% |
$2.75M - $2.81M
|
201K
$4.11M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 2.94% |
$251K - $256K
|
410K
$8.37M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.2K+ 2.73% |
$913K - $932K
|
1.7M
$34.7M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.68K- 4.8% |
$115K - $117K
|
113K
$2.3M
|