Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
656K+ 23.64% |
$12.6M - $13.7M
|
3.43M
$70.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
472K+ 282.64% |
$9.06M - $9.84M
|
638K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
449K+ 36.28% |
$8.62M - $9.37M
|
1.69M
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.9K+ 16.91% |
$1.65M - $1.79M
|
593K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.9K+ 82.72% |
$1.25M - $1.35M
|
143K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.5K+ 11.77% |
$1.2M - $1.3M
|
594K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
53.3K+ 14.98% |
$1.02M - $1.11M
|
409K
$8.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
41.5KNew |
$796K - $865K
|
41.5K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.6KNew |
$761K - $827K
|
39.6K
$815K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
28.1K+ 10.87% |
$541K - $587K
|
287K
$5.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 6.44% |
$457K - $497K
|
393K
$8.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23.6K+ 102.01% |
$454K - $493K
|
46.8K
$963K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.6KNew |
$376K - $409K
|
19.6K
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.4K+ 33.88% |
$353K - $384K
|
72.7K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.3K+ 105.51% |
$314K - $341K
|
31.8K
$655K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
16KNew |
$307K - $333K
|
16K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.7KNew |
$263K - $285K
|
13.7K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13K+ 1232.23% |
$250K - $271K
|
14.1K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.8KNew |
$226K - $245K
|
11.8K
$242K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.67KNew |
$147K - $160K
|
7.67K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.71K+ 8.49% |
$129K - $140K
|
85.8K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.8K+ 15.03% |
$111K - $121K
|
44.4K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.39K+ 37.87% |
$103K - $112K
|
19.6K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.26K+ 5.76% |
$101K - $110K
|
96.5K
$1.99M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.39K+ 5.04% |
$84.3K - $91.6K
|
91.4K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 8.67% |
$64.2K - $69.8K
|
41.9K
$862K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.09K+ 10.1% |
$59.3K - $64.5K
|
33.7K
$693K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.04KNew |
$58.5K - $63.5K
|
3.04K
$62.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.72K+ 4.29% |
$52.2K - $56.7K
|
66.1K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.48K+ 72.24% |
$47.6K - $51.7K
|
5.91K
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.97K+ 5.06% |
$37.8K - $41.1K
|
40.9K
$840K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17KNew |
$22.5K - $24.5K
|
1.17K
$24.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 7.11% |
$19.2K - $20.9K
|
15.1K
$310K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
611+ 2.15% |
$11.7K - $12.8K
|
29K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
478New |
$9.18K - $9.98K
|
478
$9.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
404New |
$7.76K - $8.43K
|
404
$8.31K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
300+ 0.74% |
$5.76K - $6.26K
|
41K
$843K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-48- 0.45% |
$922 - $1K
|
10.7K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-72- 0.19% |
$1.38K - $1.5K
|
37.8K
$777K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-216- 2.35% |
$4.15K - $4.51K
|
8.97K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-283- 5.98% |
$5.44K - $5.91K
|
4.45K
$91.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.7K- 10.55% |
$32.6K - $35.5K
|
14.4K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 0.68% |
$34.6K - $37.6K
|
265K
$5.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-2.17K- 0.52% |
$41.6K - $45.2K
|
413K
$8.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.28K- 3.88% |
$43.9K - $47.7K
|
56.7K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.11K- 12.95% |
$59.8K - $65K
|
20.9K
$431K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.4K- 14.71% |
$65.3K - $71K
|
19.7K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.08K- 5.19% |
$78.4K - $85.1K
|
74.5K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.12K- 17.16% |
$137K - $149K
|
34.4K
$707K
|