Institutional Ownership Columbia ETF Tr I Seligman Sem (SEMI)
This table provides information about the institutional ownership of Columbia ETF Tr I Seligman Sem (SEMI). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
640,850
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
170,695
shares
|
$4.58 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
136,021
shares
|
$3.65 Million
0.38% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
39,650
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
17,690
shares
|
$475,153
0.2% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,335
shares
|
$358,178
0.0% of portfolio
|
Q3 2024
Added 44.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,914
shares
|
$239,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,575
shares
|
$230,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,968
shares
|
$214,020
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
7,853
shares
|
$210,931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
7,714
shares
|
$207,198
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,203
shares
|
$86,032
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
1,200
shares
|
$32,232
0.0% of portfolio
|
Q4 2023
Added 5354.55%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
350
shares
|
$9,401
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
300
shares
|
$8,058
0.0% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
167
shares
|
$4,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
82
shares
|
$2,202
0.0% of portfolio
|
Q2 2024
Reduced 91.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|