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 17 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 $27.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
640,850
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
170,695
shares
|
$4.4 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
|
$3.51 Million
0.38% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
39,650
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
17,690
shares
|
$456,402
0.2% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,335
shares
|
$344,043
0.0% of portfolio
|
Q3 2024
Added 44.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,964
shares
|
$308,671
0.0% of portfolio
|
Q3 2024
Added 55.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,914
shares
|
$229,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,745
shares
|
$225,621
0.0% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,968
shares
|
$205,574
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,203
shares
|
$82,637
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,305
shares
|
$59,469
0.0% of portfolio
|
Q3 2024
Added 2710.98%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$30,960
0.0% of portfolio
|
Q4 2023
Added 5354.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
500
shares
|
$12,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
350
shares
|
$9,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
300
shares
|
$7,740
0.0% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|