Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 36.16% |
$6.53M - $6.71M
|
1.21M
$24.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
255K+ 25.24% |
$5.17M - $5.31M
|
1.26M
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151K+ 432.4% |
$3.07M - $3.16M
|
186K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
106K+ 23.33% |
$2.16M - $2.22M
|
563K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39.4K+ 50.31% |
$799K - $821K
|
118K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 10.44% |
$752K - $774K
|
392K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
30.9K+ 204.92% |
$626K - $643K
|
45.9K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.3KNew |
$534K - $549K
|
26.3K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
13.9KNew |
$282K - $290K
|
13.9K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 3.69% |
$277K - $285K
|
384K
$7.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.2K+ 94.19% |
$228K - $234K
|
23.1K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 0.65% |
$223K - $229K
|
1.71M
$35.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.8KNew |
$219K - $225K
|
10.8K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5KNew |
$212K - $218K
|
10.5K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.45K+ 7.34% |
$171K - $176K
|
124K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
8.1K+ 110.74% |
$164K - $169K
|
15.4K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.47K+ 10.86% |
$131K - $135K
|
66.1K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.23K+ 7.33% |
$126K - $130K
|
91.1K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.67K+ 13.14% |
$115K - $118K
|
48.8K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.39K+ 1.85% |
$109K - $112K
|
297K
$6.11M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.41K+ 29.68% |
$69.1K - $71K
|
14.9K
$306K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.73K+ 2.77% |
$55.4K - $57K
|
101K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.68K+ 8.1% |
$54.4K - $55.9K
|
35.8K
$736K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 12.95% |
$53.7K - $55.2K
|
23.1K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.37K+ 3.42% |
$48.1K - $49.5K
|
71.8K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 4.22% |
$48K - $49.3K
|
58.4K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.04K+ 4.11% |
$41.4K - $42.6K
|
51.7K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 7.21% |
$22.3K - $22.9K
|
16.3K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
837+ 5.12% |
$17K - $17.5K
|
17.2K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
767+ 1.88% |
$15.6K - $16K
|
41.6K
$857K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
570+ 0.84% |
$11.6K - $11.9K
|
68.5K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
339+ 4.2% |
$6.87K - $7.07K
|
8.41K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
45+ 0.29% |
$913 - $938
|
15.7K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16+ 0.06% |
$324 - $334
|
27.9K
$574K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-214- 8.12% |
$4.34K - $4.46K
|
2.42K
$49.8K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-248- 0.73% |
$5.03K - $5.17K
|
33.6K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-325- 1.35% |
$6.59K - $6.78K
|
23.8K
$489K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-382- 3.63% |
$7.75K - $7.96K
|
10.1K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-504- 17.51% |
$10.2K - $10.5K
|
2.37K
$48.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.64K- 11.38% |
$33.2K - $34.2K
|
12.8K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.04K- 3.75% |
$41.4K - $42.6K
|
52.4K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.45K- 5.46% |
$49.7K - $51.1K
|
42.4K
$873K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.5K- 17.86% |
$50.7K - $52.1K
|
11.5K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.49K- 0.85% |
$70.8K - $72.8K
|
407K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.03K- 25.33% |
$102K - $105K
|
14.8K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 1.86% |
$102K - $105K
|
265K
$5.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 36.67% |
$252K - $259K
|
21.5K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.9K- 12.86% |
$931K - $957K
|
311K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.3K- 55.35% |
$1.26M - $1.3M
|
50.3K
$1.03M
|