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 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
68.5KNew |
$2.23M - $2.47M
|
68.5K
$2.36M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-91.2K- 99.95% |
$2.98M - $3.29M
|
46
$1.59K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.5K+ 3.76% |
$473K - $523K
|
400K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.3K+ 3.15% |
$434K - $480K
|
436K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 14.01% |
$1.45M - $1.6M
|
360K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
705K+ 41.65% |
$23M - $25.4M
|
2.4M
$82.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
50K+ 575.71% |
$1.63M - $1.81M
|
58.7K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
642+ 5.87% |
$21K - $23.2K
|
11.6K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.28K+ 84.09% |
$270K - $299K
|
18.1K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.38M+ 38.92% |
$45M - $49.8M
|
4.92M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.86K- 16.27% |
$93.2K - $103K
|
14.7K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
24.5K+ 2.5% |
$798K - $882K
|
1M
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.1K+ 13.47% |
$2.22M - $2.46M
|
573K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 11.99% |
$337K - $372K
|
96.4K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 36.66% |
$448K - $495K
|
51.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-307K- 76.61% |
$10M - $11.1M
|
93.6K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5K+ 62.07% |
$375K - $414K
|
30K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.89M+ 519.39% |
$290M - $321M
|
10.6M
$366M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
90KNew |
$2.94M - $3.25M
|
90K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106KNew |
$3.48M - $3.84M
|
106K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.28K+ 3.97% |
$41.9K - $46.3K
|
33.6K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.8K+ 66.12% |
$2.7M - $2.99M
|
208K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131K- 53.34% |
$4.26M - $4.71M
|
114K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.93K+ 327.22% |
$161K - $178K
|
6.43K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160K+ 83.2% |
$5.21M - $5.76M
|
352K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.1M - $1.22M
|
33.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.9K+ 5.29% |
$616K - $681K
|
376K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.11KNew |
$102K - $112K
|
3.11K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
902K+ 13527.53% |
$29.4M - $32.5M
|
908K
$31.4M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
28+ 7.84% |
$914 - $1.01K
|
385
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$219K - $242K
|
6.7K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.3K+ 433.99% |
$2.1M - $2.32M
|
79.2K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
16.9K+ 74.42% |
$551K - $609K
|
39.6K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.16M+ 73.57% |
$38M - $42M
|
2.75M
$94.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
140K+ 9614.45% |
$4.56M - $5.04M
|
141K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.6K+ 18.68% |
$52.2K - $57.7K
|
10.2K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18KNew |
$588K - $650K
|
18K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.02KNew |
$131K - $145K
|
4.02K
$139K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.65K+ 2.48% |
$53.8K - $59.5K
|
68.2K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
590K+ 1447.11% |
$19.2M - $21.3M
|
630K
$21.8M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
118KNew |
$3.86M - $4.26M
|
118K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
285K+ 1389.7% |
$9.31M - $10.3M
|
306K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 3.06% |
$537K - $594K
|
555K
$19.2M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
21.1K+ 48.69% |
$688K - $760K
|
64.4K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
519K+ 57.66% |
$17M - $18.7M
|
1.42M
$49.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-302- 74.02% |
$9.86K - $10.9K
|
106
$3.66K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.3KNew |
$858K - $948K
|
26.3K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 47.47% |
$357K - $395K
|
34K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.09% |
$32.6 - $36.1
|
1.08K
$37.1K
|