Latest Institutional Transactions on Columbia ETF Tr I Multi Sector (MUST)
This table provides information on the latest institutional transactions involving Columbia ETF Tr I Multi Sector (MUST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.67K+ 2.01% |
$53.1K - $55.2K
|
136K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.5K+ 17.64% |
$467K - $485K
|
157K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
740+ 2.72% |
$14.7K - $15.3K
|
28K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-3.65K- 9.13% |
$72.5K - $75.4K
|
36.3K
$747K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 14.04% |
$33.4K - $34.7K
|
13.6K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
352+ 15.24% |
$6.99K - $7.27K
|
2.66K
$54.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-21.4K- 27.09% |
$424K - $441K
|
57.5K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.7KNew |
$550K - $572K
|
27.7K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
372+ 3.07% |
$7.39K - $7.68K
|
12.5K
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.9K- 13.6% |
$852K - $886K
|
272K
$5.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 15.47% |
$334K - $347K
|
91.7K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
139+ 0.79% |
$2.76K - $2.87K
|
17.7K
$364K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.88K+ 13.94% |
$37.3K - $38.7K
|
15.3K
$315K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.39KNew |
$107K - $111K
|
5.39K
$111K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.41K+ 13.34% |
$47.9K - $49.8K
|
20.5K
$421K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
63+ 0.5% |
$1.25K - $1.3K
|
12.5K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 4.5% |
$3.42K - $3.55K
|
3.99K
$82.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.9K+ 10.09% |
$217K - $225K
|
119K
$2.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.6K+ 3.89% |
$191K - $198K
|
256K
$5.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10.2K+ 7.38% |
$202K - $210K
|
148K
$3.04M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 4.95% |
$227K - $238K
|
247K
$5.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
145KNew |
$2.83M - $2.97M
|
145K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.75K- 11.76% |
$34.1K - $35.7K
|
13.1K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.1KNew |
$1.19M - $1.25M
|
61.1K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$260K - $272K
|
13.4K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.7K+ 35.99% |
$111K - $116K
|
21.5K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80KNew |
$1.56M - $1.63M
|
80K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15+ 0.13% |
$292 - $306
|
11.1K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.9K- 20.94% |
$115K - $120K
|
22.3K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-696- 5.57% |
$13.6K - $14.2K
|
11.8K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-6.08K- 29.59% |
$118K - $124K
|
14.5K
$297K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75New |
$1.46K - $1.53K
|
75
$1.54K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.08K- 13.96% |
$60K - $62.8K
|
19K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.4KNew |
$203K - $212K
|
10.4K
$214K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$231K - $237K
|
11.5K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-4.89K- 19.05% |
$98.2K - $101K
|
20.8K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-100- 4.42% |
$2.01K - $2.06K
|
2.16K
$44.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 27.51% |
$100K - $103K
|
23.2K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 53.33% |
$40.2K - $41.2K
|
1.75K
$36K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6KNew |
$213K - $218K
|
10.6K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.3K+ 14.84% |
$46.2K - $47.4K
|
17.8K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
255New |
$5.12K - $5.26K
|
255
$5.24K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.6KNew |
$575K - $591K
|
28.6K
$589K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.7KNew |
$115K - $119K
|
5.7K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
218KNew |
$4.42M - $4.56M
|
218K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
214+ 2.54% |
$4.33K - $4.47K
|
8.63K
$177K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.83K- 33.3% |
$118K - $122K
|
11.7K
$240K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-92.9K- 55.08% |
$1.88M - $1.94M
|
75.8K
$1.56M
|
|