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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
106K+ 23.33% |
$2.16M - $2.22M
|
563K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 3.69% |
$277K - $285K
|
384K
$7.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
767+ 1.88% |
$15.6K - $16K
|
41.6K
$857K
|
|
|
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
$2.09M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1KNew |
$1.01M - $1.03M
|
50.1K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 5.37% |
$12.2K - $12.4K
|
11.8K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
88.4KNew |
$1.79M - $1.82M
|
88.4K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-97- 0.74% |
$1.96K - $2K
|
13.1K
$269K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.63K- 11.74% |
$53.1K - $54.3K
|
19.8K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.41K- 98.55% |
$190K - $194K
|
138
$2.84K
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-4K- 9.76% |
$80.8K - $82.5K
|
37K
$760K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-275- 2.06% |
$5.55K - $5.67K
|
13.1K
$269K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-512- 1.8% |
$10.3K - $10.6K
|
27.9K
$573K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
67.9KNew |
$1.37M - $1.4M
|
67.9K
$1.4M
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
103New |
$2.11K - $2.15K
|
103
$2.12K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
39.4K+ 8246.65% |
$808K - $821K
|
39.9K
$821K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24.8K- 28.86% |
$507K - $516K
|
61K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.32K- 16.49% |
$150K - $153K
|
37.1K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.62K+ 15.78% |
$136K - $138K
|
48.5K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.9KNew |
$264K - $268K
|
12.9K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85K+ 704.46% |
$58.3K - $59.3K
|
3.25K
$66.9K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
89.9K+ 21.97% |
$1.84M - $1.87M
|
499K
$10.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 6.28% |
$44.3K - $45K
|
32.2K
$663K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.7KNew |
$263K - $285K
|
13.7K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17KNew |
$22.5K - $24.5K
|
1.17K
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-9.39K- 34.91% |
$180K - $196K
|
17.5K
$360K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-48- 0.45% |
$922 - $1K
|
10.7K
$219K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.6KNew |
$376K - $409K
|
19.6K
$403K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-216- 2.35% |
$4.15K - $4.51K
|
8.97K
$184K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$356K - $378K
|
18.4K
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$1.75K - $1.85K
|
90
$1.85K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
255KNew |
$5.17M - $5.31M
|
255K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.5K- 45.07% |
$70.9K - $72.8K
|
4.27K
$87.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
7.16KNew |
$145K - $149K
|
7.16K
$147K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.22K- 16.75% |
$44.9K - $46.1K
|
11K
$227K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.91K- 7.12% |
$38.4K - $39.7K
|
24.9K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$277K - $286K
|
13.7K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.19K+ 9.36% |
$125K - $129K
|
72.3K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
55.1K+ 173.76% |
$1.11M - $1.15M
|
86.9K
$1.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.78KNew |
$197K - $204K
|
9.78K
$201K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-245K- 69.19% |
$4.94M - $5.1M
|
109K
$2.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
726New |
$14.6K - $15.1K
|
726
$14.9K
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-698Closed |
$13.5K - $14.2K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-40.6K- 54.38% |
$783K - $828K
|
34.1K
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-360- 24.49% |
$6.94K - $7.34K
|
1.11K
$22.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
590New |
$11.4K - $12K
|
590
$12.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.77KNew |
$34K - $36K
|
1.77K
$36.3K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1KNew |
$21.4K - $22.9K
|
1.1K
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-184- 1.45% |
$3.58K - $3.83K
|
12.5K
$257K
|
|