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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-696- 5.57% |
$13.6K - $14.2K
|
11.8K
$242K
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.5KNew |
$264K - $276K
|
13.5K
$278K
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-6.08K- 29.59% |
$118K - $124K
|
14.5K
$297K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75New |
$1.46K - $1.53K
|
75
$1.54K
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
65+ 0.52% |
$1.27K - $1.33K
|
12.5K
$256K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$233K - $244K
|
12K
$245K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.13KNew |
$80.5K - $84.3K
|
4.13K
$84.8K
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
6.03K+ 17.74% |
$117K - $123K
|
40K
$820K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.8K+ 49.19% |
$113K - $118K
|
17.6K
$361K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.5KNew |
$262K - $274K
|
13.5K
$276K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 29.05% |
$217K - $227K
|
27.2K
$559K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.59K+ 5.46% |
$109K - $114K
|
108K
$2.22M
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.08K- 13.96% |
$60K - $62.8K
|
19K
$389K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.4KNew |
$203K - $212K
|
10.4K
$214K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-30K- 27.58% |
$585K - $613K
|
78.9K
$1.62M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.82KNew |
$74.4K - $77.9K
|
3.82K
$78.4K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.7K- 26.37% |
$928K - $973K
|
133K
$2.73M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.13K+ 3.09% |
$80.4K - $84.2K
|
138K
$2.82M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 15.27% |
$637K - $667K
|
247K
$5.06M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$231K - $237K
|
11.5K
$236K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-100- 4.42% |
$2.01K - $2.06K
|
2.16K
$44.3K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-4.89K- 19.05% |
$98.2K - $101K
|
20.8K
$426K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 27.51% |
$100K - $103K
|
23.2K
$475K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.7KNew |
$375K - $385K
|
18.7K
$383K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-208K- 81.37% |
$4.17M - $4.28M
|
47.6K
$975K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 53.33% |
$40.2K - $41.2K
|
1.75K
$35.9K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
26K+ 161.55% |
$523K - $537K
|
42.2K
$865K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.4K- 40.6% |
$248K - $255K
|
18.1K
$371K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6KNew |
$213K - $218K
|
10.6K
$217K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-8.1K- 28.79% |
$163K - $167K
|
20K
$411K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.3K+ 14.84% |
$46.2K - $47.4K
|
17.8K
$365K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
290New |
$5.82K - $5.98K
|
290
$5.95K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
255New |
$5.12K - $5.26K
|
255
$5.23K
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.6KNew |
$575K - $591K
|
28.6K
$587K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$1.61M - $1.66M
|
79.7K
$1.64M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
828+ 2.08% |
$16.8K - $17.3K
|
40.7K
$835K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.7KNew |
$115K - $119K
|
5.7K
$117K
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
218KNew |
$4.42M - $4.56M
|
218K
$4.48M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.83K- 33.3% |
$118K - $122K
|
11.7K
$239K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
214+ 2.54% |
$4.33K - $4.47K
|
8.63K
$177K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-92.9K- 55.08% |
$1.88M - $1.94M
|
75.8K
$1.55M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.2K+ 94.19% |
$228K - $234K
|
23.1K
$474K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 36.67% |
$252K - $259K
|
21.5K
$440K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 1.86% |
$102K - $105K
|
265K
$5.44M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.47K+ 10.86% |
$131K - $135K
|
66.1K
$1.35M
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.63K- 11.74% |
$53.1K - $54.3K
|
19.8K
$406K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-275- 2.06% |
$5.55K - $5.67K
|
13.1K
$269K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
67.9KNew |
$1.37M - $1.4M
|
67.9K
$1.39M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24.8K- 28.86% |
$507K - $516K
|
61K
$1.25M
|