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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.4K- 40.6% |
$248K - $255K
|
18.1K
$365K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
26K+ 161.55% |
$523K - $537K
|
42.2K
$850K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.99K+ 5.7% |
$80.1K - $82.2K
|
74K
$1.49M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-8.1K- 28.79% |
$163K - $167K
|
20K
$404K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6KNew |
$213K - $218K
|
10.6K
$213K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.3K+ 14.84% |
$46.2K - $47.4K
|
17.8K
$359K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.91K+ 6.12% |
$119K - $122K
|
102K
$2.07M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
290New |
$5.82K - $5.98K
|
290
$5.85K
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
983+ 4.54% |
$19.7K - $20.3K
|
22.6K
$456K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
255New |
$5.12K - $5.26K
|
255
$5.14K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.73K- 12.15% |
$34.7K - $35.7K
|
12.5K
$252K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.62K+ 12.04% |
$113K - $116K
|
52.3K
$1.05M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
537+ 0.45% |
$10.8K - $11.1K
|
120K
$2.41M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
697+ 1.85% |
$14K - $14.4K
|
38.4K
$774K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$210K - $216K
|
10.5K
$211K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-355- 0.53% |
$7.13K - $7.32K
|
67.2K
$1.36M
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.6KNew |
$575K - $591K
|
28.6K
$577K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-543K- 84.85% |
$10.9M - $11.2M
|
96.9K
$1.95M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.7K- 38.05% |
$1.03M - $1.06M
|
82.6K
$1.66M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.5KNew |
$416K - $429K
|
20.5K
$414K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 59.06% |
$318K - $328K
|
42.3K
$852K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$1.61M - $1.66M
|
79.7K
$1.61M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
828+ 2.08% |
$16.8K - $17.3K
|
40.7K
$821K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.7KNew |
$115K - $119K
|
5.7K
$115K
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
218KNew |
$4.42M - $4.56M
|
218K
$4.4M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.83K- 33.3% |
$118K - $122K
|
11.7K
$235K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
214+ 2.54% |
$4.33K - $4.47K
|
8.63K
$174K
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-3K- 8.12% |
$60.8K - $62.6K
|
34K
$685K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
316+ 13.06% |
$6.4K - $6.59K
|
2.74K
$55.2K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.41K+ 29.68% |
$69.1K - $71K
|
14.9K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-92.9K- 55.08% |
$1.88M - $1.94M
|
75.8K
$1.53M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.2K+ 94.19% |
$228K - $234K
|
23.1K
$466K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 36.67% |
$252K - $259K
|
21.5K
$433K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 1.86% |
$102K - $105K
|
265K
$5.35M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.47K+ 10.86% |
$131K - $135K
|
66.1K
$1.33M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1KNew |
$1.01M - $1.03M
|
50.1K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.63K- 11.74% |
$53.1K - $54.3K
|
19.8K
$399K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-275- 2.06% |
$5.55K - $5.67K
|
13.1K
$264K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
67.9KNew |
$1.37M - $1.4M
|
67.9K
$1.37M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24.8K- 28.86% |
$507K - $516K
|
61K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.9KNew |
$264K - $268K
|
12.9K
$260K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.62K+ 15.78% |
$136K - $138K
|
48.5K
$979K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.32K- 16.49% |
$150K - $153K
|
37.1K
$747K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
89.9K+ 21.97% |
$1.84M - $1.87M
|
499K
$10.1M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 6.28% |
$44.3K - $45K
|
32.2K
$650K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17KNew |
$22.5K - $24.5K
|
1.17K
$23.6K
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.7KNew |
$263K - $285K
|
13.7K
$276K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-48- 0.45% |
$922 - $1K
|
10.7K
$215K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.6KNew |
$376K - $409K
|
19.6K
$395K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-216- 2.35% |
$4.15K - $4.51K
|
8.97K
$181K
|