Latest Institutional Transactions on Columbia ETF Tr I (RECS)
This table provides information on the latest institutional transactions involving Columbia ETF Tr I (RECS) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.72K+ 7.94% |
$53K - $58.5K
|
23.4K
$830K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.9KNew |
$734K - $810K
|
23.9K
$846K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.76KNew |
$238K - $263K
|
7.76K
$275K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$674K - $743K
|
21.9K
$777K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154K+ 1450.8% |
$4.74M - $5.23M
|
165K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.2K+ 14.75% |
$1.2M - $1.33M
|
305K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$365K - $402K
|
11.9K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9KNew |
$58.3K - $64.3K
|
1.9K
$67.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.41% |
$52.3K - $57.6K
|
16.6K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
162New |
$4.98K - $5.49K
|
162
$5.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-886K- 33.07% |
$27.2M - $30M
|
1.79M
$63.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
201K+ 327.61% |
$6.16M - $6.8M
|
262K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
590K+ 23.91% |
$18.1M - $20M
|
3.06M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
692K+ 143.17% |
$21.3M - $23.5M
|
1.18M
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
277+ 37.18% |
$8.51K - $9.39K
|
1.02K
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.3K+ 8.88% |
$1.06M - $1.16M
|
421K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.8K+ 330.66% |
$1.68M - $1.86M
|
71.4K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.1K+ 204.05% |
$2.37M - $2.61M
|
115K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51K+ 24.26% |
$108K - $119K
|
18K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.57KNew |
$233K - $257K
|
7.57K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-341K- 77.31% |
$10.5M - $11.6M
|
100K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88KNew |
$2.71M - $2.98M
|
88K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34.9K+ 126.48% |
$1.07M - $1.18M
|
62.6K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
700+ 9.94% |
$21.5K - $23.7K
|
7.74K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.34K+ 50.04% |
$103K - $113K
|
10K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.7K+ 672.06% |
$791K - $873K
|
29.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94.9KNew |
$2.92M - $3.22M
|
94.9K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
62New |
$1.91K - $2.1K
|
62
$2.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.4KNew |
$1.27M - $1.4M
|
41.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16.6KNew |
$509K - $562K
|
16.6K
$587K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66.1K- 74.49% |
$2.03M - $2.24M
|
22.6K
$802K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.33KNew |
$194K - $214K
|
6.33K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.03M+ 51.31% |
$62.4M - $68.8M
|
5.98M
$212M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
814KNew |
$25M - $27.6M
|
814K
$28.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.69K- 14.07% |
$82.8K - $91.3K
|
16.4K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-769- 2.05% |
$23.6K - $26.1K
|
36.7K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.7K+ 310.28% |
$1.56M - $1.72M
|
67K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
161K+ 834.59% |
$4.94M - $5.45M
|
180K
$6.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.89K- 54.83% |
$88.8K - $97.9K
|
2.38K
$84.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.4K+ 107.32% |
$135K - $149K
|
8.49K
$301K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$387K - $427K
|
12.6K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11K+ 5.48% |
$337K - $372K
|
211K
$7.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.3K+ 83.98% |
$439K - $484K
|
31.3K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.6K+ 66.25% |
$694K - $766K
|
56.7K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 24.46% |
$392K - $433K
|
64.9K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
91.9K+ 24.6% |
$2.82M - $3.11M
|
465K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.65% |
$1.26K - $1.39K
|
6.32K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.6K+ 76.92% |
$540K - $595K
|
40.4K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.5KNew |
$446K - $492K
|
14.5K
$514K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.42KNew |
$43.6K - $48.1K
|
1.42K
$50.2K
|