Purchases and Sales Made in Q2 2023 in Columbia ETF Tr I Multi Sector (MUST)
This table provides information about the institutional ownership of Columbia ETF Tr I Multi Sector (MUST) during Q2 2023. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I MULTI SECTOR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
258K+ 302.97% |
$5.23M - $5.37M
|
344K
$7.07M
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
173K+ 6.27% |
$3.51M - $3.6M
|
2.94M
$60.5M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 22.16% |
$3.44M - $3.53M
|
936K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 36.7% |
$2.89M - $2.96M
|
531K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
96.8K+ 343.23% |
$1.96M - $2.01M
|
125K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.5KNew |
$1.63M - $1.67M
|
80.5K
$1.66M
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
67K+ 22.33% |
$1.36M - $1.39M
|
367K
$7.55M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.5K+ 32.47% |
$1.17M - $1.2M
|
235K
$4.83M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.8K+ 29.98% |
$1.15M - $1.18M
|
246K
$5.07M
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
53.6KNew |
$1.09M - $1.12M
|
53.6K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.7K+ 20.96% |
$743K - $763K
|
212K
$4.36M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
32.8KNew |
$663K - $681K
|
32.8K
$674K
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31.9K+ 16.94% |
$645K - $663K
|
220K
$4.53M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.3KNew |
$431K - $442K
|
21.3K
$437K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2KNew |
$348K - $358K
|
17.2K
$354K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 29.65% |
$333K - $342K
|
71.9K
$1.48M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 37.76% |
$271K - $278K
|
48.8K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12.1K+ 20.03% |
$246K - $253K
|
72.8K
$1.5M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 8.28% |
$244K - $250K
|
157K
$3.24M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.76K+ 26.16% |
$157K - $161K
|
37.4K
$770K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.73K+ 15.37% |
$156K - $161K
|
58K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
7.16KNew |
$145K - $149K
|
7.16K
$147K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.78K+ 1.48% |
$96.9K - $99.4K
|
328K
$6.76M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.01K+ 11.46% |
$81.1K - $83.3K
|
39K
$802K
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.9K+ 13.88% |
$78.9K - $81K
|
32K
$658K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.63K+ 13.47% |
$73.5K - $75.5K
|
30.6K
$630K
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3K+ 14.92% |
$60.8K - $62.4K
|
23.1K
$475K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.68K+ 4.44% |
$54.2K - $55.7K
|
63K
$1.3M
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.67K+ 3.41% |
$54.1K - $55.5K
|
81K
$1.67M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.54KNew |
$51.4K - $52.8K
|
2.54K
$52.2K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 27.37% |
$40K - $41K
|
9.18K
$189K
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.14K+ 1.41% |
$23.2K - $23.8K
|
82K
$1.69M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.13K+ 3.69% |
$22.9K - $23.6K
|
31.8K
$654K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
781+ 1.25% |
$15.8K - $16.2K
|
63.3K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
498+ 5.51% |
$10.1K - $10.4K
|
9.54K
$196K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
238New |
$4.82K - $4.95K
|
238
$4.9K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
153+ 0.93% |
$3.1K - $3.18K
|
16.7K
$343K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-236- 8.75% |
$4.78K - $4.91K
|
2.46K
$50.6K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-434- 1.02% |
$8.79K - $9.02K
|
42K
$864K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-959- 5.53% |
$19.4K - $19.9K
|
16.4K
$337K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 11.72% |
$40.5K - $41.6K
|
15.1K
$310K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.22K- 16.75% |
$44.9K - $46.1K
|
11K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.5K- 45.07% |
$70.9K - $72.8K
|
4.27K
$87.7K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-5.42K- 1.35% |
$110K - $113K
|
395K
$8.13M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.2K- 15.42% |
$247K - $253K
|
66.8K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.6K- 72.81% |
$256K - $263K
|
4.72K
$97.1K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.5K- 3.17% |
$658K - $676K
|
991K
$20.4M
|