Latest Institutional Transactions on Columbia ETF Tr I (RECS)
This table provides information on the latest institutional transactions involving Columbia ETF Tr I (RECS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
39.3K+ 22.6% |
$1.16M - $1.45M
|
213K
$7.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-6.31K- 8.88% |
$185K - $232K
|
64.7K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 10.64% |
$19.6K - $24.5K
|
6.93K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.9KNew |
$350K - $438K
|
11.9K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.02K+ 13.75% |
$118K - $148K
|
33.2K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.17K+ 2.77% |
$63.9K - $79.9K
|
80.6K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
256K+ 394.61% |
$7.52M - $9.41M
|
321K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-877- 11.3% |
$25.8K - $32.3K
|
6.88K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.18K+ 9.89% |
$93.5K - $117K
|
35.3K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23K+ 33.27% |
$678K - $848K
|
92.3K
$3.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-750- 0.73% |
$22.1K - $27.6K
|
102K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
23.6K+ 1.17% |
$694K - $868K
|
2.03M
$75.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.67K+ 2.85% |
$49.1K - $61.5K
|
60.3K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.18K+ 15.46% |
$93.6K - $117K
|
23.8K
$889K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.35K+ 6.41% |
$187K - $234K
|
106K
$3.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
10.6KNew |
$310K - $388K
|
10.6K
$395K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.04KNew |
$230K - $254K
|
7.04K
$263K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
163K+ 353991.31% |
$5.31M - $5.88M
|
163K
$6.09M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
68.5KNew |
$2.23M - $2.47M
|
68.5K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.28K+ 84.09% |
$270K - $299K
|
18.1K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
642+ 5.87% |
$21K - $23.2K
|
11.6K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
50K+ 575.71% |
$1.63M - $1.81M
|
58.7K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 14.01% |
$1.45M - $1.6M
|
360K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.3K+ 3.15% |
$434K - $480K
|
436K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.5K+ 3.76% |
$473K - $523K
|
400K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.38M+ 38.92% |
$45M - $49.8M
|
4.92M
$184M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
705K+ 41.65% |
$23M - $25.4M
|
2.4M
$89.6M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
24.5K+ 2.5% |
$798K - $882K
|
1M
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5K+ 62.07% |
$375K - $414K
|
30K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.86K- 16.27% |
$93.2K - $103K
|
14.7K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-307K- 76.61% |
$10M - $11.1M
|
93.6K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 36.66% |
$448K - $495K
|
51.2K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 11.99% |
$337K - $372K
|
96.4K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.1K+ 13.47% |
$2.22M - $2.46M
|
573K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.28K+ 3.97% |
$41.9K - $46.3K
|
33.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106KNew |
$3.48M - $3.84M
|
106K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
90KNew |
$2.94M - $3.25M
|
90K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.89M+ 519.39% |
$290M - $321M
|
10.6M
$396M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.8K+ 66.12% |
$2.7M - $2.99M
|
208K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131K- 53.34% |
$4.26M - $4.71M
|
114K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.93K+ 327.22% |
$161K - $178K
|
6.43K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160K+ 83.2% |
$5.21M - $5.76M
|
352K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.9K+ 5.29% |
$616K - $681K
|
376K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.11KNew |
$102K - $112K
|
3.11K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.1M - $1.22M
|
33.7K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$219K - $242K
|
6.7K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
28+ 7.84% |
$914 - $1.01K
|
385
$14.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
902K+ 13527.53% |
$29.4M - $32.5M
|
908K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
16.9K+ 74.42% |
$551K - $609K
|
39.6K
$1.48M
|
|