Institutional Ownership Columbia ETF Tr I Multi Sector (MUST)
This table provides information about the institutional ownership of Columbia ETF Tr I Multi Sector (MUST). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,457,889
shares
|
$50.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,679,880
shares
|
$34.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,573,366
shares
|
$32.1 Million
0.0% of portfolio
|
Q4 2024
Added 29.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,393,378
shares
|
$28.4 Million
0.01% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
686,919
shares
|
$14 Million
7.79% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
639,448
shares
|
$13 Million
1.53% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
422,837
shares
|
$8.62 Million
0.0% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
407,266
shares
|
$8.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
387,478
shares
|
$7.9 Million
0.5% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
365,516
shares
|
$7.45 Million
0.0% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
320,099
shares
|
$6.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
295,495
shares
|
$6.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,398
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
255,267
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Added 36.89%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
218,307
shares
|
$4.45 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
135,566
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.47%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
129,408
shares
|
$2.64 Million
1.41% of portfolio
|
Q4 2024
Reduced 35.45%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
125,399
shares
|
$2.56 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
123,776
shares
|
$2.52 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
123,002
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
119,098
shares
|
$2.43 Million
0.06% of portfolio
|
Q4 2024
Added 127.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
109,039
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2023
Reduced 69.19%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
104,021
shares
|
$2.12 Million
0.66% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
96,567
shares
|
$1.97 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
86,860
shares
|
$1.77 Million
0.53% of portfolio
|
Q1 2023
Added 173.76%
|