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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18.8KNew |
$612K - $677K
|
18.8K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 36.82% |
$603K - $666K
|
68.6K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18KNew |
$588K - $650K
|
18K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.9K+ 38.21% |
$585K - $647K
|
64.8K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
16.9K+ 74.42% |
$551K - $609K
|
39.6K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 2.09% |
$539K - $596K
|
805K
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 3.06% |
$537K - $594K
|
555K
$19.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
15.4KNew |
$504K - $557K
|
15.4K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
15.2K+ 89.84% |
$497K - $549K
|
32.1K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.5K+ 3.76% |
$473K - $523K
|
400K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 36.66% |
$448K - $495K
|
51.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.3K+ 3.15% |
$434K - $480K
|
436K
$15.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$427K - $473K
|
13.1K
$452K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4KNew |
$405K - $447K
|
12.4K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5K+ 62.07% |
$375K - $414K
|
30K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11.1K+ 6.52% |
$364K - $402K
|
182K
$6.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
11K+ 177.5% |
$360K - $398K
|
17.2K
$596K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 47.47% |
$357K - $395K
|
34K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 11.99% |
$337K - $372K
|
96.4K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.41K+ 9.64% |
$307K - $339K
|
107K
$3.69M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.69K+ 8.66% |
$284K - $313K
|
109K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.28K+ 84.09% |
$270K - $299K
|
18.1K
$626K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.76KNew |
$253K - $280K
|
7.76K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.01K+ 51.62% |
$229K - $253K
|
20.6K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$219K - $242K
|
6.7K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.37K+ 7.71% |
$208K - $230K
|
89K
$3.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6.08K+ 1.3% |
$198K - $219K
|
474K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.77K+ 2.7% |
$188K - $208K
|
220K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.67K+ 3.84% |
$185K - $205K
|
153K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.12K+ 239.74% |
$167K - $185K
|
7.25K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.93K+ 327.22% |
$161K - $178K
|
6.43K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.25K+ 13.8% |
$139K - $153K
|
35.1K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.02KNew |
$131K - $145K
|
4.02K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.87K+ 38.2% |
$126K - $140K
|
14K
$484K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.79KNew |
$124K - $137K
|
3.79K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.11KNew |
$102K - $112K
|
3.11K
$108K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.53K+ 31.06% |
$82.6K - $91.3K
|
10.7K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.91K+ 1.9% |
$62.3K - $68.9K
|
102K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.65K+ 2.48% |
$53.8K - $59.5K
|
68.2K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.6K+ 18.68% |
$52.2K - $57.7K
|
10.2K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.28K+ 3.97% |
$41.9K - $46.3K
|
33.6K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 8.54% |
$40K - $44.2K
|
15.6K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
642+ 5.87% |
$21K - $23.2K
|
11.6K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
440+ 1.53% |
$14.4K - $15.9K
|
29.2K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
344New |
$11.2K - $12.4K
|
344
$11.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
224+ 0.23% |
$7.31K - $8.08K
|
99.2K
$3.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
175+ 2.88% |
$5.71K - $6.31K
|
6.26K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
28+ 7.84% |
$914 - $1.01K
|
385
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.09% |
$32.6 - $36.1
|
1.08K
$37.1K
|