Purchases and Sales Made in Q1 2025 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q1 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.89M+ 519.39% |
$290M - $321M
|
10.6M
$364M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.01MNew |
$65.5M - $72.5M
|
2.01M
$68.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.38M+ 38.92% |
$45M - $49.8M
|
4.92M
$169M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.16M+ 73.57% |
$38M - $42M
|
2.75M
$94.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
902K+ 13527.53% |
$29.4M - $32.5M
|
908K
$31.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
893K+ 11.04% |
$29.2M - $32.2M
|
8.99M
$308M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
705K+ 41.65% |
$23M - $25.4M
|
2.4M
$82.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
631KNew |
$20.6M - $22.8M
|
631K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
590K+ 1447.11% |
$19.2M - $21.3M
|
630K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
519K+ 57.66% |
$17M - $18.7M
|
1.42M
$48.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
484K+ 34.32% |
$15.8M - $17.5M
|
1.89M
$65M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
383K+ 31.99% |
$12.5M - $13.8M
|
1.58M
$54.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
375K+ 32.51% |
$12.2M - $13.5M
|
1.53M
$52.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
302KNew |
$9.86M - $10.9M
|
302K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
285K+ 1389.7% |
$9.31M - $10.3M
|
306K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
181K+ 223.34% |
$5.92M - $6.55M
|
263K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 104.84% |
$5.67M - $6.27M
|
340K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
161K+ 11.94% |
$5.26M - $5.82M
|
1.51M
$51.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160K+ 83.2% |
$5.21M - $5.76M
|
352K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
140K+ 891.8% |
$4.56M - $5.04M
|
155K
$5.33M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
140K+ 9614.45% |
$4.56M - $5.04M
|
141K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
118KNew |
$3.86M - $4.26M
|
118K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
109K+ 264.48% |
$3.54M - $3.92M
|
150K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106KNew |
$3.48M - $3.84M
|
106K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
105K+ 141.16% |
$3.43M - $3.79M
|
179K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
90KNew |
$2.94M - $3.25M
|
90K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
82.9KNew |
$2.71M - $2.99M
|
82.9K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.8K+ 66.12% |
$2.7M - $2.99M
|
208K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
80.8KNew |
$2.64M - $2.92M
|
80.8K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
71KNew |
$2.32M - $2.56M
|
71K
$2.44M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
68.5KNew |
$2.23M - $2.47M
|
68.5K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.1K+ 13.47% |
$2.22M - $2.46M
|
573K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.2K+ 44.86% |
$2.16M - $2.39M
|
214K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.3K+ 433.99% |
$2.1M - $2.32M
|
79.2K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
58.6KNew |
$1.91M - $2.11M
|
58.6K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55.6K+ 161.12% |
$1.81M - $2.01M
|
90.1K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
50K+ 575.71% |
$1.63M - $1.81M
|
58.7K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
45.8K+ 10.4% |
$1.49M - $1.65M
|
486K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 14.01% |
$1.45M - $1.6M
|
360K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
39.2K+ 29.09% |
$1.28M - $1.42M
|
174K
$5.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.6K+ 118.5% |
$1.23M - $1.36M
|
69.3K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33.8K+ 38.36% |
$1.1M - $1.22M
|
122K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.1M - $1.22M
|
33.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.3KNew |
$858K - $948K
|
26.3K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
25K+ 64.65% |
$817K - $903K
|
63.7K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
24.9KNew |
$814K - $899K
|
24.9K
$855K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 13.15% |
$813K - $898K
|
214K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
24.5K+ 2.5% |
$798K - $882K
|
1M
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
21.1K+ 48.69% |
$688K - $760K
|
64.4K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.9K+ 5.29% |
$616K - $681K
|
376K
$12.9M
|