Purchases and Sales Made in Q4 2023 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
528K+ 48.83% |
$12.8M - $14.6M
|
1.61M
$57.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
320KNew |
$7.73M - $8.88M
|
320K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
192K+ 63.68% |
$4.65M - $5.34M
|
495K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 15.52% |
$3.28M - $3.77M
|
1.01M
$35.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.3KNew |
$1.65M - $1.9M
|
68.3K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
40.1KNew |
$969K - $1.11M
|
40.1K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.5KNew |
$905K - $1.04M
|
37.5K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.6KNew |
$739K - $848K
|
30.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.5K+ 176.06% |
$714K - $819K
|
46.3K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.4K+ 31.89% |
$710K - $815K
|
121K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.9K+ 5.42% |
$506K - $581K
|
407K
$14.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16.2K+ 111.17% |
$391K - $448K
|
30.7K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 18.95% |
$377K - $433K
|
98K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 21.07% |
$369K - $424K
|
87.8K
$3.12M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.18KNew |
$222K - $255K
|
9.18K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.16K+ 61.02% |
$221K - $254K
|
24.2K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.37KNew |
$178K - $205K
|
7.37K
$262K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.99K+ 2.92% |
$169K - $194K
|
247K
$8.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 22.75% |
$134K - $154K
|
30K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.55K+ 8.55% |
$61.5K - $70.7K
|
32.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.3K+ 191.18% |
$31.4K - $36.1K
|
1.98K
$70.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
932New |
$22.5K - $25.9K
|
932
$33.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-189- 1.1% |
$4.57K - $5.24K
|
17K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 1.69% |
$4.83K - $5.55K
|
11.6K
$412K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-472K- 97.6% |
$11.4M - $13.1M
|
11.6K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-611K- 24.2% |
$14.8M - $16.9M
|
1.91M
$68M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-821K- 48.82% |
$19.8M - $22.8M
|
860K
$30.6M
|