Purchases and Sales Made in Q4 2024 in Columbia ETF Tr I Multi Sector (MUST)
This table provides information about the institutional ownership of Columbia ETF Tr I Multi Sector (MUST) during Q4 2024. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I MULTI SECTOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
687KNew |
$13.9M - $14.3M
|
687K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
361K+ 29.79% |
$7.31M - $7.54M
|
1.57M
$32.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
320KNew |
$6.48M - $6.68M
|
320K
$6.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
218KNew |
$4.42M - $4.56M
|
218K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 10.2% |
$2.61M - $2.69M
|
1.39M
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
125KNew |
$2.54M - $2.62M
|
125K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
96.6KNew |
$1.96M - $2.02M
|
96.6K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$1.61M - $1.66M
|
79.7K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76.9K+ 13.68% |
$1.56M - $1.61M
|
639K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.8K+ 36.89% |
$1.39M - $1.44M
|
255K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
66.7K+ 127.33% |
$1.35M - $1.39M
|
119K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.4K+ 17.48% |
$1.1M - $1.14M
|
366K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.8KNew |
$564K - $581K
|
27.8K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.7KNew |
$520K - $536K
|
25.7K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
21.6KNew |
$438K - $451K
|
21.6K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.7KNew |
$379K - $391K
|
18.7K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2KNew |
$368K - $379K
|
18.2K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
16.7KNew |
$338K - $348K
|
16.7K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
16.1KNew |
$326K - $336K
|
16.1K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16K+ 3.94% |
$324K - $334K
|
423K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 59.06% |
$318K - $328K
|
42.3K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 3.8% |
$302K - $311K
|
407K
$8.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.7K+ 93.36% |
$298K - $307K
|
30.4K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
12.7K+ 82.51% |
$257K - $265K
|
28.1K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.6KNew |
$256K - $264K
|
12.6K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.05K+ 16.91% |
$123K - $126K
|
41.8K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.7KNew |
$115K - $119K
|
5.7K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.59K+ 9.57% |
$113K - $117K
|
64K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.33K+ 4.53% |
$108K - $111K
|
123K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.03K+ 12.08% |
$102K - $105K
|
46.7K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.18K+ 8.08% |
$84.7K - $87.3K
|
55.9K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4K+ 34.78% |
$81K - $83.5K
|
15.5K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.53K+ 148.48% |
$71.4K - $73.6K
|
5.9K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.19K+ 6.54% |
$64.7K - $66.6K
|
52K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 0.81% |
$63.2K - $65.1K
|
387K
$7.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.56K+ 2.52% |
$51.8K - $53.4K
|
104K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.26KNew |
$45.8K - $47.2K
|
2.26K
$46.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.27K+ 11.71% |
$25.6K - $26.4K
|
12.1K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
828+ 2.08% |
$16.8K - $17.3K
|
40.7K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
816New |
$16.5K - $17K
|
816
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
542+ 3.15% |
$11K - $11.3K
|
17.7K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 15.38% |
$10.1K - $10.4K
|
3.75K
$76.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
316+ 13.06% |
$6.4K - $6.59K
|
2.74K
$56.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
224+ 2.21% |
$4.54K - $4.67K
|
10.4K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
214+ 2.54% |
$4.33K - $4.47K
|
8.63K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
161+ 0.13% |
$3.26K - $3.36K
|
124K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
156+ 1.05% |
$3.16K - $3.26K
|
15K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50- 0.18% |
$1.01K - $1.04K
|
27.8K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-62- 0.27% |
$1.26K - $1.29K
|
23K
$472K
|