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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
302KNew |
$9.86M - $10.9M
|
302K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
24.9KNew |
$814K - $899K
|
24.9K
$931K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
25K+ 64.65% |
$817K - $903K
|
63.7K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.2K+ 44.86% |
$2.16M - $2.39M
|
214K
$7.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
45.8K+ 10.4% |
$1.49M - $1.65M
|
486K
$18.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
82.9KNew |
$2.71M - $2.99M
|
82.9K
$3.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$427K - $473K
|
13.1K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-37.5K- 81.2% |
$1.23M - $1.35M
|
8.7K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18.8KNew |
$612K - $677K
|
18.8K
$701K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 8.54% |
$40K - $44.2K
|
15.6K
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33.8K+ 38.36% |
$1.1M - $1.22M
|
122K
$4.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.77K+ 2.7% |
$188K - $208K
|
220K
$8.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
631KNew |
$20.6M - $22.8M
|
631K
$23.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6.08K+ 1.3% |
$198K - $219K
|
474K
$17.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
161K+ 11.94% |
$5.26M - $5.82M
|
1.51M
$56.5M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164K- 53.6% |
$5.51M - $5.97M
|
142K
$5.3M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.28K- 5.85% |
$43.1K - $46.7K
|
20.6K
$771K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.73K+ 15.93% |
$125K - $136K
|
27.2K
$1.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.92KNew |
$64.5K - $69.9K
|
1.92K
$71.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.85KNew |
$230K - $249K
|
6.85K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$23.5K - $25.5K
|
700
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 60.27% |
$240K - $260K
|
19K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$751K - $814K
|
22.3K
$835K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1KNew |
$33.6K - $36.4K
|
1K
$37.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$5.95M - $6.45M
|
177K
$6.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$41.1K - $44.6K
|
1.22K
$45.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.63K+ 33.84% |
$88.2K - $95.6K
|
10.4K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 1.03% |
$67.2 - $72.8
|
196
$7.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16K+ 4.85% |
$38.9K - $42.2K
|
25K
$936K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.67KNew |
$89.7K - $97.2K
|
2.67K
$99.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.49K+ 71.1% |
$151K - $164K
|
10.8K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.18KNew |
$208K - $225K
|
6.18K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.2KNew |
$746K - $809K
|
22.2K
$830K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.26KNew |
$177K - $192K
|
5.26K
$197K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.41% |
$52.3K - $57.6K
|
16.6K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
700+ 9.94% |
$21.5K - $23.7K
|
7.74K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94.9KNew |
$2.92M - $3.22M
|
94.9K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
62New |
$1.91K - $2.1K
|
62
$2.32K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.3K+ 83.98% |
$439K - $484K
|
31.3K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.42KNew |
$43.6K - $48.1K
|
1.42K
$53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644K+ 203.84% |
$19.8M - $21.8M
|
960K
$35.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.6K+ 8.79% |
$111K - $122K
|
44.5K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.1K+ 12.29% |
$925K - $1.02M
|
275K
$10.3M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.96K+ 16.42% |
$87.2K - $96K
|
21K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.14K+ 0.97% |
$211K - $232K
|
744K
$27.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15KNew |
$33.9K - $37.3K
|
1.15K
$43K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.44KNew |
$257K - $292K
|
9.44K
$353K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
22New |
$600 - $682
|
22
$822
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25K+ 22.54% |
$81.3K - $86.9K
|
17.7K
$660K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$125 - $134
|
5
$187
|
|