Institutional Ownership Columbia ETF Tr Ii Columbia In (INCO)
This table provides information about the institutional ownership of Columbia ETF Tr Ii Columbia In (INCO). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
545,260
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
226,743
shares
|
$14 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
161,631
shares
|
$9.98 Million
2.96% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
143,480
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2024
Added 173.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
138,437
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2024
Added 115.01%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
97,057
shares
|
$5.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
81,637
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
51,038
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Added 46.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,067
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
38,496
shares
|
$2.38 Million
1.35% of portfolio
|
Q3 2024
Added 94.3%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
37,780
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2024
Added 37.98%
|
|
|
Aubrey Capital Management LTD
Edinburgh, X0 |
Nov 06, 2024 Q3 2024 |
36,455
shares
|
$2.25 Million
1.12% of portfolio
|
Q2 2024
Added 17.77%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
36,196
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
35,117
shares
|
$2.17 Million
2.38% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
32,763
shares
|
$2.02 Million
1.3% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
32,012
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,323
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.22%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
24,499
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,833
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 17.17%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
23,204
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2024
Added 1760.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,154
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,610
shares
|
$902,313
0.01% of portfolio
|
Q3 2024
Added 38.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,586
shares
|
$777,311
0.13% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,557
shares
|
$775,520
0.0% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,714
shares
|
$723,456
0.01% of portfolio
|
Q4 2024
Reduced 28.12%
|