Institutional Ownership Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
10,400
shares
|
$340,184
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
9,692
shares
|
$317,025
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
7,371
shares
|
$241,105
0.0% of portfolio
|
Q4 2023
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
7,039
shares
|
$230,245
0.01% of portfolio
|
Q1 2024
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,749
shares
|
$220,759
0.0% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
6,302
shares
|
$206,138
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
3,297
shares
|
$107,844
0.05% of portfolio
|
Q1 2024
Added 66.52%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
3,149
shares
|
$103,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$34,509
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 10, 2024 Q1 2024 |
300
shares
|
$9,813
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
194
shares
|
$6,345
0.0% of portfolio
|
Q1 2024
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
22
shares
|
$719
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
5
shares
|
$163
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|