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 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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$219K - $242K
|
6.7K
$250K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.3K+ 433.99% |
$2.1M - $2.32M
|
79.2K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.16M+ 73.57% |
$38M - $42M
|
2.75M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
140K+ 9614.45% |
$4.56M - $5.04M
|
141K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.6K+ 18.68% |
$52.2K - $57.7K
|
10.2K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18KNew |
$588K - $650K
|
18K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.02KNew |
$131K - $145K
|
4.02K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.65K+ 2.48% |
$53.8K - $59.5K
|
68.2K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
590K+ 1447.11% |
$19.2M - $21.3M
|
630K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
118KNew |
$3.86M - $4.26M
|
118K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 3.06% |
$537K - $594K
|
555K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
21.1K+ 48.69% |
$688K - $760K
|
64.4K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
519K+ 57.66% |
$17M - $18.7M
|
1.42M
$53.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-302- 74.02% |
$9.86K - $10.9K
|
106
$3.96K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.3KNew |
$858K - $948K
|
26.3K
$982K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 47.47% |
$357K - $395K
|
34K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.09% |
$32.6 - $36.1
|
1.08K
$40.2K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.43K- 18.43% |
$46.6K - $51.5K
|
6.32K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.12K+ 239.74% |
$167K - $185K
|
7.25K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.4K- 1.47% |
$78.3K - $86.6K
|
161K
$6M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.39K- 4.83% |
$45.3K - $50.1K
|
27.3K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
893K+ 11.04% |
$29.2M - $32.2M
|
8.99M
$336M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
383K+ 31.99% |
$12.5M - $13.8M
|
1.58M
$59M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.71K- 5.4% |
$284K - $314K
|
153K
$5.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.32K- 2.89% |
$174K - $192K
|
179K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 104.84% |
$5.67M - $6.27M
|
340K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
80.8KNew |
$2.64M - $2.92M
|
80.8K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
140K+ 891.8% |
$4.56M - $5.04M
|
155K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.87K+ 38.2% |
$126K - $140K
|
14K
$523K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
105K+ 141.16% |
$3.43M - $3.79M
|
179K
$6.71M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 13.15% |
$813K - $898K
|
214K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.69K+ 8.66% |
$284K - $313K
|
109K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.79KNew |
$124K - $137K
|
3.79K
$142K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11.1K+ 6.52% |
$364K - $402K
|
182K
$6.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55.6K+ 161.12% |
$1.81M - $2.01M
|
90.1K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
484K+ 34.32% |
$15.8M - $17.5M
|
1.89M
$70.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
375K+ 32.51% |
$12.2M - $13.5M
|
1.53M
$57.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
11K+ 177.5% |
$360K - $398K
|
17.2K
$644K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 2.09% |
$539K - $596K
|
805K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 34.05% |
$967K - $1.07M
|
57.4K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.67K+ 3.84% |
$185K - $205K
|
153K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 36.82% |
$603K - $666K
|
68.6K
$2.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.25K+ 13.8% |
$139K - $153K
|
35.1K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
15.4KNew |
$504K - $557K
|
15.4K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.41K+ 9.64% |
$307K - $339K
|
107K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
344New |
$11.2K - $12.4K
|
344
$12.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.53K+ 31.06% |
$82.6K - $91.3K
|
10.7K
$399K
|