Purchases and Sales Made in Q1 2024 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q1 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 169.58% |
$46.7M - $53.1M
|
2.72M
$97.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
706K+ 2310.16% |
$19.2M - $21.9M
|
736K
$26.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
305K+ 35.5% |
$8.33M - $9.46M
|
1.17M
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
246K+ 15.29% |
$6.71M - $7.62M
|
1.86M
$66.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
207K+ 691.01% |
$5.65M - $6.42M
|
237K
$8.46M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
156K+ 31.64% |
$4.26M - $4.85M
|
651K
$23.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 136.7% |
$3.65M - $4.15M
|
232K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.8K+ 152.86% |
$1.93M - $2.19M
|
117K
$4.17M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
63.5KNew |
$1.73M - $1.97M
|
63.5K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.5K+ 54.03% |
$1.29M - $1.47M
|
135K
$4.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.2K+ 11.84% |
$797K - $906K
|
276K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18KNew |
$491K - $558K
|
18K
$643K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8K+ 12.2% |
$404K - $459K
|
136K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$400K - $455K
|
14.7K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 20.1% |
$374K - $426K
|
82.1K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$284K - $322K
|
10.4K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.3K+ 1105.79% |
$281K - $319K
|
11.2K
$401K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69KNew |
$264K - $300K
|
9.69K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.44KNew |
$257K - $292K
|
9.44K
$336K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.43K+ 22.51% |
$230K - $261K
|
45.9K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.49K+ 44.01% |
$204K - $232K
|
24.5K
$874K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.04KNew |
$192K - $218K
|
7.04K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.75KNew |
$184K - $209K
|
6.75K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.3KNew |
$172K - $195K
|
6.3K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.26K+ 13.19% |
$116K - $132K
|
36.6K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.27K+ 10.64% |
$89K - $101K
|
34K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.15KNew |
$85.8K - $97.6K
|
3.15K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34K+ 20.18% |
$63.8K - $72.5K
|
13.9K
$497K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34K+ 20.18% |
$63.8K - $72.5K
|
13.9K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.32K+ 66.52% |
$35.9K - $40.8K
|
3.3K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$8.18K - $9.29K
|
300
$10.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
194New |
$5.29K - $6.01K
|
194
$6.92K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
22New |
$600 - $682
|
22
$784
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.1K- 5.34% |
$466K - $529K
|
303K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-32.6K- 8.01% |
$890K - $1.01M
|
375K
$13.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-251K- 64.98% |
$6.84M - $7.78M
|
135K
$4.82M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-469K- 97.11% |
$12.8M - $14.5M
|
13.9K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-888K- 46.38% |
$24.2M - $27.5M
|
1.03M
$36.6M
|