Purchases and Sales Made in Q3 2025 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.9M+ 26.82% |
$107M - $117M
|
13.7M
$556M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.03M+ 1032.23% |
$74.7M - $81.8M
|
2.22M
$90M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.42M+ 32.03% |
$52.2M - $57.2M
|
5.84M
$236M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
908K+ 351.67% |
$33.4M - $36.6M
|
1.17M
$47.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
881K+ 27.82% |
$32.4M - $35.6M
|
4.05M
$164M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
549K+ 16.14% |
$20.2M - $22.1M
|
3.95M
$160M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
334K+ 21.9% |
$12.3M - $13.5M
|
1.86M
$75.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
280K+ 43.98% |
$10.3M - $11.3M
|
918K
$37.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
239K+ 1.84% |
$8.81M - $9.65M
|
13.2M
$534M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
231K+ 9.18% |
$8.51M - $9.33M
|
2.75M
$111M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
220K+ 310.22% |
$8.09M - $8.86M
|
291K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
165K+ 112.94% |
$6.06M - $6.65M
|
311K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
140KNew |
$5.16M - $5.66M
|
140K
$5.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
137K+ 37.43% |
$5.06M - $5.54M
|
504K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133K+ 57.86% |
$4.91M - $5.38M
|
364K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 25.86% |
$4.54M - $4.98M
|
600K
$24.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 65.17% |
$4.32M - $4.73M
|
297K
$12M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
106K+ 5.24% |
$3.92M - $4.3M
|
2.14M
$86.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.5K+ 15.3% |
$3.55M - $3.89M
|
727K
$29.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93.6K+ 39.62% |
$3.45M - $3.78M
|
330K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
85.8K+ 10.21% |
$3.16M - $3.46M
|
926K
$37.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
82.5K+ 38.67% |
$3.04M - $3.33M
|
296K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79.8K+ 33.06% |
$2.94M - $3.22M
|
321K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
74.4K+ 27.63% |
$2.74M - $3M
|
344K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
73.2K+ 99.06% |
$2.7M - $2.96M
|
147K
$5.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
70K+ 17.49% |
$2.58M - $2.83M
|
471K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
66.6K+ 4.35% |
$2.45M - $2.69M
|
1.6M
$64.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41.4K+ 5.75% |
$1.53M - $1.67M
|
762K
$30.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.7K+ 2.43% |
$1.35M - $1.48M
|
1.55M
$62.7M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 16.71% |
$1.32M - $1.44M
|
250K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
34.2KNew |
$1.26M - $1.38M
|
34.2K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34K+ 1.72% |
$1.25M - $1.37M
|
2.01M
$81.4M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
33.8KNew |
$1.24M - $1.36M
|
33.8K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
32.8KNew |
$1.21M - $1.32M
|
32.8K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
31.3K+ 23.92% |
$1.15M - $1.26M
|
162K
$6.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.5K+ 8.16% |
$1.12M - $1.23M
|
405K
$16.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
25.4KNew |
$935K - $1.02M
|
25.4K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2K+ 20.08% |
$929K - $1.02M
|
151K
$6.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.6K+ 99.29% |
$869K - $953K
|
47.4K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22K+ 6.87% |
$811K - $889K
|
343K
$13.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
20.7KNew |
$764K - $837K
|
20.7K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 18.4% |
$762K - $836K
|
133K
$5.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
20.2K+ 80.92% |
$744K - $815K
|
45.1K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 8.32% |
$738K - $808K
|
261K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 9.89% |
$692K - $759K
|
209K
$8.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.5KNew |
$681K - $747K
|
18.5K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 142.74% |
$653K - $716K
|
30.2K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.4K+ 26.75% |
$641K - $702K
|
82.5K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.4KNew |
$640K - $701K
|
17.4K
$704K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.5KNew |
$607K - $666K
|
16.5K
$668K
|
|