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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
452K+ 47.21% |
$15.2M - $16.5M
|
1.41M
$50.7M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422KNew |
$14.2M - $15.4M
|
422K
$15.2M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161KNew |
$5.42M - $5.88M
|
161K
$5.8M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134K+ 11.03% |
$4.51M - $4.89M
|
1.35M
$48.6M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
99KNew |
$3.33M - $3.6M
|
99K
$3.56M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
94.5K+ 233.99% |
$3.18M - $3.44M
|
135K
$4.85M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.6KNew |
$2.78M - $3.01M
|
82.6K
$2.97M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
81.3KNew |
$2.73M - $2.96M
|
81.3K
$2.92M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74.4KNew |
$2.5M - $2.71M
|
74.4K
$2.68M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63.7K+ 59.32% |
$2.14M - $2.32M
|
171K
$6.15M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
46.2KNew |
$1.55M - $1.68M
|
46.2K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.1KNew |
$1.38M - $1.5M
|
41.1K
$1.48M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
35.6K+ 245.53% |
$1.2M - $1.3M
|
50.2K
$1.8M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.7KNew |
$1.07M - $1.15M
|
31.7K
$1.14M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.8KNew |
$1.04M - $1.12M
|
30.8K
$1.11M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.2KNew |
$746K - $809K
|
22.2K
$798K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.9K+ 174.09% |
$737K - $798K
|
34.5K
$1.24M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.7K+ 1.92% |
$730K - $791K
|
1.15M
$41.5M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$569K - $617K
|
16.9K
$609K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$341K - $369K
|
10.1K
$364K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.18KNew |
$208K - $225K
|
6.18K
$222K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.09KNew |
$205K - $222K
|
6.09K
$219K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.26KNew |
$177K - $192K
|
5.26K
$189K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.96K+ 1.4% |
$99.3K - $108K
|
214K
$7.69M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.08KNew |
$36.2K - $39.2K
|
1.08K
$38.7K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.03M+ 51.31% |
$62.4M - $68.8M
|
5.98M
$215M
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
814KNew |
$25M - $27.6M
|
814K
$29.3M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
692K+ 143.17% |
$21.3M - $23.5M
|
1.18M
$42.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644K+ 203.84% |
$19.8M - $21.8M
|
960K
$34.5M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
590K+ 23.91% |
$18.1M - $20M
|
3.06M
$110M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
201K+ 327.61% |
$6.16M - $6.8M
|
262K
$9.41M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
169K+ 41.02% |
$5.19M - $5.72M
|
580K
$20.9M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
161K+ 834.59% |
$4.94M - $5.45M
|
180K
$6.47M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154K+ 1450.8% |
$4.74M - $5.23M
|
165K
$5.93M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94.9KNew |
$2.92M - $3.22M
|
94.9K
$3.41M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88KNew |
$2.71M - $2.98M
|
88K
$3.16M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.1K+ 204.05% |
$2.37M - $2.61M
|
115K
$4.13M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.8K+ 330.66% |
$1.68M - $1.86M
|
71.4K
$2.57M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.4K+ 151.47% |
$1.67M - $1.84M
|
90.3K
$3.25M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.7K+ 310.28% |
$1.56M - $1.72M
|
67K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.4KNew |
$1.27M - $1.4M
|
41.4K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.2K+ 14.75% |
$1.2M - $1.33M
|
305K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34.9K+ 126.48% |
$1.07M - $1.18M
|
62.6K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.3K+ 8.88% |
$1.06M - $1.16M
|
421K
$15.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.1K+ 12.29% |
$925K - $1.02M
|
275K
$9.89M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.7K+ 672.06% |
$791K - $873K
|
29.6K
$1.06M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.9KNew |
$734K - $810K
|
23.9K
$859K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.6K+ 66.25% |
$694K - $766K
|
56.7K
$2.04M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$674K - $743K
|
21.9K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16.6KNew |
$509K - $562K
|
16.6K
$596K
|