Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
766K+ 359.61% |
$14.8M - $15.6M
|
978K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
722K+ 325.01% |
$13.9M - $14.7M
|
945K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
338KNew |
$6.52M - $6.89M
|
338K
$6.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
301K+ 567.22% |
$5.8M - $6.13M
|
354K
$7.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
287K+ 10.68% |
$5.54M - $5.86M
|
2.98M
$61.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
203K+ 1346.17% |
$3.92M - $4.14M
|
218K
$4.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
193K+ 1867.95% |
$3.73M - $3.94M
|
204K
$4.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
193KNew |
$3.72M - $3.93M
|
193K
$3.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
75.4KNew |
$1.45M - $1.54M
|
75.4K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
72.8KNew |
$1.4M - $1.48M
|
72.8K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37K+ 13.1% |
$713K - $754K
|
319K
$6.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
27.1KNew |
$523K - $552K
|
27.1K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.3K+ 14.7% |
$507K - $536K
|
205K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 311.76% |
$487K - $515K
|
33.4K
$687K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23K+ 141.52% |
$444K - $469K
|
39.3K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
21.7K+ 217.29% |
$419K - $443K
|
31.7K
$653K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2KNew |
$369K - $390K
|
19.2K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.8K+ 52.53% |
$343K - $362K
|
51.6K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3KNew |
$334K - $353K
|
17.3K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17.1KNew |
$329K - $348K
|
17.1K
$351K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
15.4K+ 33.74% |
$296K - $313K
|
60.9K
$1.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5K+ 65.84% |
$261K - $276K
|
34.1K
$701K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.6KNew |
$205K - $216K
|
10.6K
$218K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10KNew |
$193K - $204K
|
10K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.65K+ 15.05% |
$167K - $176K
|
66.1K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.61K+ 30.66% |
$69.5K - $73.5K
|
15.4K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.33K+ 19.25% |
$64.2K - $67.9K
|
20.6K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.35K+ 5.63% |
$45.3K - $47.9K
|
44.1K
$907K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2KNew |
$38.6K - $40.8K
|
2K
$41.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.77KNew |
$34K - $36K
|
1.77K
$36.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 3.77% |
$20.8K - $21.9K
|
29.6K
$610K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 0.66% |
$20.6K - $21.8K
|
162K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 2.52% |
$20.1K - $21.2K
|
42.4K
$873K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
590New |
$11.4K - $12K
|
590
$12.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250+ 4.99% |
$4.82K - $5.1K
|
5.27K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
88New |
$1.7K - $1.79K
|
88
$1.81K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
26+ 0.15% |
$501 - $530
|
17.3K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 0.33% |
$463 - $489
|
7.21K
$148K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-360- 24.49% |
$6.94K - $7.34K
|
1.11K
$22.8K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-698Closed |
$13.5K - $14.2K
|
0
$0
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.1K- 67.77% |
$21.3K - $22.5K
|
525
$10.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.02K- 9.38% |
$38.9K - $41.2K
|
19.5K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.08K- 18.71% |
$40.1K - $42.4K
|
9.04K
$186K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.69K- 9.12% |
$51.8K - $54.8K
|
26.8K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-3.48K- 4.33% |
$67.1K - $70.9K
|
76.8K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-7.11K- 30.06% |
$137K - $145K
|
16.5K
$340K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.87K- 15.9% |
$171K - $181K
|
46.9K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.04K- 13.43% |
$174K - $184K
|
58.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.13K- 25.67% |
$176K - $186K
|
26.5K
$544K
|