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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.9KNew |
$350K - $438K
|
11.9K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 6.16% |
$324K - $406K
|
190K
$7.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 13.78% |
$321K - $401K
|
90.1K
$3.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
10.6KNew |
$310K - $388K
|
10.6K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.69K+ 32.34% |
$285K - $356K
|
39.7K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.27K+ 10.3% |
$273K - $341K
|
99.3K
$3.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.86KNew |
$260K - $326K
|
8.86K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.32K+ 14.49% |
$245K - $306K
|
65.7K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.06K+ 3.67% |
$237K - $296K
|
228K
$8.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.82K+ 5.13% |
$230K - $288K
|
160K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.36K+ 63.55% |
$217K - $271K
|
19K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.06KNew |
$208K - $260K
|
7.06K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.72K+ 2.56% |
$197K - $247K
|
269K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
6.7KNew |
$197K - $246K
|
6.7K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.44K+ 12.59% |
$189K - $237K
|
57.6K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.36K+ 51.27% |
$187K - $234K
|
18.8K
$731K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.35K+ 6.41% |
$187K - $234K
|
106K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.91KNew |
$174K - $218K
|
5.91K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.87K+ 23.55% |
$173K - $216K
|
30.8K
$1.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.73K+ 85.52% |
$168K - $211K
|
12.4K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.45K+ 444.7% |
$131K - $164K
|
5.45K
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.31K+ 22.94% |
$127K - $158K
|
23.1K
$899K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.2K+ 26.95% |
$123K - $155K
|
19.8K
$771K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4.12K+ 38.6% |
$121K - $152K
|
14.8K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.02K+ 13.75% |
$118K - $148K
|
33.2K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 3.26% |
$105K - $131K
|
113K
$4.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.48KNew |
$102K - $128K
|
3.48K
$135K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.46K+ 24.71% |
$102K - $127K
|
17.5K
$680K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.23K+ 3.02% |
$95K - $119K
|
110K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.18K+ 15.46% |
$93.6K - $117K
|
23.8K
$926K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.18K+ 9.89% |
$93.5K - $117K
|
35.3K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.82K+ 10.73% |
$82.9K - $104K
|
29.1K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.45K+ 13.53% |
$72.1K - $90.2K
|
20.6K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.45K+ 16.67% |
$72K - $90.1K
|
17.2K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.17K+ 2.77% |
$63.9K - $79.9K
|
80.6K
$3.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.94K+ 30.82% |
$57K - $71.3K
|
8.23K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.67K+ 2.85% |
$49.1K - $61.5K
|
60.3K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 12.12% |
$46.7K - $58.4K
|
14.7K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.01K+ 2.56% |
$29.8K - $37.3K
|
40.6K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
951+ 13.12% |
$28K - $35K
|
8.2K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
936+ 1.37% |
$27.5K - $34.4K
|
69.1K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
670+ 0.12% |
$19.7K - $24.6K
|
556K
$21.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 10.64% |
$19.6K - $24.5K
|
6.93K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
544+ 38.39% |
$16K - $20K
|
1.96K
$76.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$3.44K - $4.3K
|
117
$4.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 2.32% |
$1.82K - $2.28K
|
2.73K
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
36New |
$1.06K - $1.32K
|
36
$1.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
590K+ 1447.11% |
$19.2M - $21.3M
|
630K
$24.5M
|
|