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 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.43K- 18.43% |
$46.6K - $51.5K
|
6.32K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.12K+ 239.74% |
$167K - $185K
|
7.25K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.4K- 1.47% |
$78.3K - $86.6K
|
161K
$5.51M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.39K- 4.83% |
$45.3K - $50.1K
|
27.3K
$938K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
383K+ 31.99% |
$12.5M - $13.8M
|
1.58M
$54.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
893K+ 11.04% |
$29.2M - $32.2M
|
8.99M
$308M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 104.84% |
$5.67M - $6.27M
|
340K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.71K- 5.4% |
$284K - $314K
|
153K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.32K- 2.89% |
$174K - $192K
|
179K
$6.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
80.8KNew |
$2.64M - $2.92M
|
80.8K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 13.15% |
$813K - $898K
|
214K
$7.35M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
105K+ 141.16% |
$3.43M - $3.79M
|
179K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.87K+ 38.2% |
$126K - $140K
|
14K
$480K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
140K+ 891.8% |
$4.56M - $5.04M
|
155K
$5.33M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.69K+ 8.66% |
$284K - $313K
|
109K
$3.74M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.79KNew |
$124K - $137K
|
3.79K
$130K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11.1K+ 6.52% |
$364K - $402K
|
182K
$6.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55.6K+ 161.12% |
$1.81M - $2.01M
|
90.1K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
484K+ 34.32% |
$15.8M - $17.5M
|
1.89M
$65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
375K+ 32.51% |
$12.2M - $13.5M
|
1.53M
$52.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
11K+ 177.5% |
$360K - $398K
|
17.2K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 2.09% |
$539K - $596K
|
805K
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 34.05% |
$967K - $1.07M
|
57.4K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.67K+ 3.84% |
$185K - $205K
|
153K
$5.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 18.51% |
$46.6K - $51.6K
|
6.29K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.6K- 11.9% |
$346K - $382K
|
78.4K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
440+ 1.53% |
$14.4K - $15.9K
|
29.2K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 36.82% |
$603K - $666K
|
68.6K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.25K+ 13.8% |
$139K - $153K
|
35.1K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
39.2K+ 29.09% |
$1.28M - $1.42M
|
174K
$5.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.6K+ 118.5% |
$1.23M - $1.36M
|
69.3K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
181K+ 223.34% |
$5.92M - $6.55M
|
263K
$9.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
302KNew |
$9.86M - $10.9M
|
302K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.53K+ 31.06% |
$82.6K - $91.3K
|
10.7K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
344New |
$11.2K - $12.4K
|
344
$11.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
175+ 2.88% |
$5.71K - $6.31K
|
6.26K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.41K+ 9.64% |
$307K - $339K
|
107K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
15.4KNew |
$504K - $557K
|
15.4K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
24.9KNew |
$814K - $899K
|
24.9K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
25K+ 64.65% |
$817K - $903K
|
63.7K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.2K+ 44.86% |
$2.16M - $2.39M
|
214K
$7.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.01K+ 51.62% |
$229K - $253K
|
20.6K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
45.8K+ 10.4% |
$1.49M - $1.65M
|
486K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
71KNew |
$2.32M - $2.56M
|
71K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
82.9KNew |
$2.71M - $2.99M
|
82.9K
$2.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$427K - $473K
|
13.1K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4KNew |
$405K - $447K
|
12.4K
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-37.5K- 81.2% |
$1.23M - $1.35M
|
8.7K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18.8KNew |
$612K - $677K
|
18.8K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.9K+ 38.21% |
$585K - $647K
|
64.8K
$2.22M
|