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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 65.17% |
$4.32M - $4.73M
|
297K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 18.4% |
$762K - $836K
|
133K
$5.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.73K- 4.01% |
$101K - $110K
|
65.4K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.4K+ 26.75% |
$641K - $702K
|
82.5K
$3.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-18.8K- 3.38% |
$692K - $759K
|
537K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
945New |
$34.8K - $38.1K
|
945
$38.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.94K+ 66.64% |
$292K - $320K
|
19.9K
$804K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.9K+ 57.77% |
$403K - $442K
|
29.9K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-36.4K- 52.66% |
$1.34M - $1.47M
|
32.7K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.67K+ 9.18% |
$98.3K - $108K
|
31.8K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
11.5K+ 9.27% |
$423K - $463K
|
135K
$5.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.42K+ 0.49% |
$89.1K - $97.7K
|
495K
$20.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.5K+ 15.3% |
$3.55M - $3.89M
|
727K
$29.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.6K+ 99.29% |
$869K - $953K
|
47.4K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
82.5K+ 38.67% |
$3.04M - $3.33M
|
296K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.7K+ 2.43% |
$1.35M - $1.48M
|
1.55M
$62.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-418- 4.72% |
$15.4K - $16.9K
|
8.44K
$342K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34K+ 1.72% |
$1.25M - $1.37M
|
2.01M
$81.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
85.8K+ 10.21% |
$3.16M - $3.46M
|
926K
$37.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 9.89% |
$692K - $759K
|
209K
$8.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
220K+ 310.22% |
$8.09M - $8.86M
|
291K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
14K+ 1.36% |
$515K - $564K
|
1.04M
$42.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11K+ 9.96% |
$404K - $443K
|
121K
$4.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
20.2K+ 80.92% |
$744K - $815K
|
45.1K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-262- 4.42% |
$9.65K - $10.6K
|
5.66K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.4KNew |
$640K - $701K
|
17.4K
$704K
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
13.1K+ 2.5% |
$481K - $527K
|
536K
$21.7M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
33.8KNew |
$1.24M - $1.36M
|
33.8K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133K+ 57.86% |
$4.91M - $5.38M
|
364K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 20.23% |
$489K - $536K
|
79K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
715+ 1.57% |
$26.3K - $28.9K
|
46.4K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.06K+ 7.05% |
$150K - $164K
|
61.7K
$2.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 5.3% |
$445K - $487K
|
240K
$9.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.99K+ 5.63% |
$73.2K - $80.2K
|
37.3K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 140.19% |
$425K - $466K
|
19.8K
$800K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.12K+ 2.23% |
$41.1K - $45K
|
51.1K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
649New |
$23.9K - $26.2K
|
649
$26.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2KNew |
$414K - $453K
|
11.2K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-460- 3.13% |
$16.9K - $18.6K
|
14.2K
$576K
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
6.2K+ 75.73% |
$228K - $250K
|
14.4K
$582K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.35K+ 9.05% |
$308K - $337K
|
101K
$4.08M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.58K+ 14.52% |
$169K - $185K
|
36.1K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
600New |
$22.1K - $24.2K
|
600
$24.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.28K- 14.35% |
$121K - $132K
|
19.6K
$792K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.53K+ 19.1% |
$277K - $304K
|
46.9K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
958New |
$35.3K - $38.7K
|
958
$38.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22K+ 6.87% |
$811K - $889K
|
343K
$13.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2K+ 20.08% |
$929K - $1.02M
|
151K
$6.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
868+ 4.63% |
$32K - $35K
|
19.6K
$795K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.03M+ 1032.23% |
$74.7M - $81.8M
|
2.22M
$90M
|
|