Latest Institutional Purchases of Columbia ETF Tr I (RECS)
This list provides information on the latest institutional transactions involving Columbia ETF Tr I (RECS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.11M+ 35.24% |
$70.9M - $76.8M
|
8.09M
$269M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.58MNew |
$53.2M - $57.7M
|
1.58M
$52.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.2MNew |
$40.2M - $43.6M
|
1.2M
$39.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
789KNew |
$26.5M - $28.7M
|
789K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
538KNew |
$18.1M - $19.6M
|
538K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
518K+ 44.06% |
$17.4M - $18.9M
|
1.69M
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
485K+ 15.86% |
$16.3M - $17.7M
|
3.54M
$118M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
468KNew |
$15.7M - $17M
|
468K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
452K+ 47.21% |
$15.2M - $16.5M
|
1.41M
$46.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
440KNew |
$14.8M - $16M
|
440K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422KNew |
$14.2M - $15.4M
|
422K
$14M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
357KNew |
$12M - $13M
|
357K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
320K+ 55.19% |
$10.8M - $11.7M
|
901K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
245KNew |
$8.23M - $8.91M
|
245K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
185KNew |
$6.2M - $6.72M
|
185K
$6.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$5.95M - $6.45M
|
177K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
165K+ 20.21% |
$5.53M - $5.99M
|
979K
$32.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161KNew |
$5.42M - $5.88M
|
161K
$5.35M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
153K+ 1527.82% |
$5.14M - $5.57M
|
163K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148K+ 821.95% |
$4.97M - $5.38M
|
166K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
139K+ 52.92% |
$4.65M - $5.04M
|
400K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134K+ 11.03% |
$4.51M - $4.89M
|
1.35M
$44.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
99KNew |
$3.33M - $3.6M
|
99K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.6K+ 323.34% |
$3.21M - $3.48M
|
125K
$4.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
94.5K+ 233.99% |
$3.18M - $3.44M
|
135K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.7K+ 20.13% |
$2.85M - $3.08M
|
505K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.7K+ 127.41% |
$2.78M - $3.01M
|
148K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.6KNew |
$2.78M - $3.01M
|
82.6K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
81.3KNew |
$2.73M - $2.96M
|
81.3K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74.4KNew |
$2.5M - $2.71M
|
74.4K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63.7K+ 59.32% |
$2.14M - $2.32M
|
171K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.8K+ 120.34% |
$1.68M - $1.82M
|
91.3K
$3.03M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.9KNew |
$1.58M - $1.71M
|
46.9K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
46.2KNew |
$1.55M - $1.68M
|
46.2K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
43.3KNew |
$1.45M - $1.58M
|
43.3K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.1KNew |
$1.38M - $1.5M
|
41.1K
$1.36M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
38.7KNew |
$1.3M - $1.41M
|
38.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
35.6K+ 245.53% |
$1.2M - $1.3M
|
50.2K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 28.61% |
$1.1M - $1.2M
|
148K
$4.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
32.3KNew |
$1.09M - $1.18M
|
32.3K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.7KNew |
$1.07M - $1.15M
|
31.7K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31.5K+ 55.55% |
$1.06M - $1.15M
|
88.1K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.8KNew |
$1.04M - $1.12M
|
30.8K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
28.8KNew |
$967K - $1.05M
|
28.8K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.1K+ 16.41% |
$910K - $986K
|
192K
$6.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$751K - $814K
|
22.3K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.2KNew |
$746K - $809K
|
22.2K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.9K+ 174.09% |
$737K - $798K
|
34.5K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.7K+ 1.92% |
$730K - $791K
|
1.15M
$38.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 29.86% |
$672K - $729K
|
87K
$2.89M
|