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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69KNew |
$264K - $300K
|
9.69K
$317K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$284K - $322K
|
10.4K
$340K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.15KNew |
$85.8K - $97.6K
|
3.15K
$103K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-888K- 46.38% |
$24.2M - $27.5M
|
1.03M
$33.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34K+ 20.18% |
$63.8K - $72.5K
|
13.9K
$456K
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.3K+ 1105.79% |
$281K - $319K
|
11.2K
$368K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
246K+ 15.29% |
$6.71M - $7.62M
|
1.86M
$60.7M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.32K+ 66.52% |
$35.9K - $40.8K
|
3.3K
$108K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.5K+ 54.03% |
$1.29M - $1.47M
|
135K
$4.43M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18KNew |
$491K - $558K
|
18K
$590K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.8K+ 152.86% |
$1.93M - $2.19M
|
117K
$3.83M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8K+ 12.2% |
$404K - $459K
|
136K
$4.46M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
706K+ 2310.16% |
$19.2M - $21.9M
|
736K
$24.1M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$400K - $455K
|
14.7K
$480K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-32.6K- 8.01% |
$890K - $1.01M
|
375K
$12.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.44KNew |
$257K - $292K
|
9.44K
$309K
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.26K+ 13.19% |
$116K - $132K
|
36.6K
$1.2M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 169.58% |
$46.7M - $53.1M
|
2.72M
$89.1M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.3KNew |
$172K - $195K
|
6.3K
$206K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 20.1% |
$374K - $426K
|
82.1K
$2.69M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
156K+ 31.64% |
$4.26M - $4.85M
|
651K
$21.3M
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$8.18K - $9.29K
|
300
$9.81K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
63.5KNew |
$1.73M - $1.97M
|
63.5K
$2.08M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.27K+ 10.64% |
$89K - $101K
|
34K
$1.11M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.49K+ 44.01% |
$204K - $232K
|
24.5K
$802K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
22New |
$600 - $682
|
22
$720
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.75KNew |
$184K - $209K
|
6.75K
$221K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
207K+ 691.01% |
$5.65M - $6.42M
|
237K
$7.76M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.43K+ 22.51% |
$230K - $261K
|
45.9K
$1.5M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.04KNew |
$192K - $218K
|
7.04K
$230K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.2K+ 11.84% |
$797K - $906K
|
276K
$9.03M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 136.7% |
$3.65M - $4.15M
|
232K
$7.59M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
305K+ 35.5% |
$8.33M - $9.46M
|
1.17M
$38.1M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.1K- 5.34% |
$466K - $529K
|
303K
$9.91M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
194New |
$5.29K - $6.01K
|
194
$6.35K
|
|
Q4 2023 | |||||||
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.18KNew |
$222K - $255K
|
9.18K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
40.1KNew |
$969K - $1.11M
|
40.1K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.37KNew |
$178K - $205K
|
7.37K
$241K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.16K+ 61.02% |
$221K - $254K
|
24.2K
$790K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.54K+ 481.87% |
$38.6K - $41.2K
|
1.86K
$60.9K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.2KNew |
$1.03M - $1.1M
|
41.2K
$1.35M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25K+ 22.54% |
$81.3K - $86.9K
|
17.7K
$578K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$125 - $134
|
5
$164
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
423+ 1.87% |
$9.41K - $10.3K
|
23K
$754K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.06KNew |
$22.9K - $26.6K
|
1.06K
$34.5K
|
|
Q2 2022 | |||||||
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
837New |
$18.1K - $21.8K
|
837
$27.4K
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-8.97KClosed |
$194K - $234K
|
0
$0
|