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 69 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,623,154
shares
|
$53.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,711,091
shares
|
$35.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,264,373
shares
|
$25.9 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,212,277
shares
|
$24.8 Million
0.0% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
562,508
shares
|
$11.5 Million
1.43% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
406,813
shares
|
$8.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
392,370
shares
|
$8.04 Million
0.01% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
384,358
shares
|
$7.88 Million
0.49% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
311,125
shares
|
$6.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
296,798
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,398
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
200,471
shares
|
$4.11 Million
2.16% of portfolio
|
Q3 2024
Reduced 34.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
186,477
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Added 432.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
135,566
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
123,615
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
117,674
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2024
Added 50.31%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
109,039
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2023
Reduced 69.19%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
101,464
shares
|
$2.08 Million
0.69% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
91,143
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
86,860
shares
|
$1.78 Million
0.53% of portfolio
|
Q1 2023
Added 173.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
75,768
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 55.08%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
72,286
shares
|
$1.48 Million
0.22% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
71,841
shares
|
$1.47 Million
1.44% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
68,490
shares
|
$1.4 Million
0.24% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
67,920
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2024
New holding
|