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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
32.8KNew |
$1.21M - $1.32M
|
32.8K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
8.69K+ 10.73% |
$320K - $351K
|
89.7K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-71- 0.36% |
$2.61K - $2.86K
|
19.7K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
14.3K+ 15.83% |
$525K - $575K
|
104K
$4.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
111+ 1.66% |
$4.09K - $4.48K
|
6.81K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.24K+ 9.75% |
$119K - $131K
|
36.5K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-25.1K- 5.42% |
$922K - $1.01M
|
437K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
231K+ 9.18% |
$8.51M - $9.33M
|
2.75M
$111M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41.4K+ 5.75% |
$1.53M - $1.67M
|
762K
$30.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
70K+ 17.49% |
$2.58M - $2.83M
|
471K
$19M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.08K+ 1.67% |
$39.8K - $43.7K
|
65.8K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.96K+ 2.43% |
$72K - $78.9K
|
82.5K
$3.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
66.6K+ 4.35% |
$2.45M - $2.69M
|
1.6M
$64.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.42K+ 9.59% |
$52.2K - $57.3K
|
16.2K
$657K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
215+ 7.87% |
$7.92K - $8.68K
|
2.95K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-15.9K- 29.04% |
$585K - $641K
|
38.8K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 1.39% |
$3.53K - $3.87K
|
7.02K
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
74.4K+ 27.63% |
$2.74M - $3M
|
344K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
34.2KNew |
$1.26M - $1.38M
|
34.2K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-901- 1.39% |
$33.2K - $36.4K
|
63.8K
$2.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.12KNew |
$115K - $126K
|
3.12K
$126K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.5KNew |
$607K - $666K
|
16.5K
$668K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.33KNew |
$270K - $296K
|
7.33K
$297K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
25.4KNew |
$935K - $1.02M
|
25.4K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
140KNew |
$5.16M - $5.66M
|
140K
$5.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.94KNew |
$219K - $240K
|
5.94K
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.08K+ 1.37% |
$76.7K - $84K
|
154K
$6.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
31.3K+ 23.92% |
$1.15M - $1.26M
|
162K
$6.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.49KNew |
$54.8K - $60.1K
|
1.49K
$60.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.29K+ 8.78% |
$195K - $214K
|
65.6K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.61K- 7.5% |
$280K - $307K
|
93.9K
$3.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-176- 2.56% |
$6.48K - $7.1K
|
6.71K
$271K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-3.21K- 3.04% |
$118K - $130K
|
102K
$4.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93.6K+ 39.62% |
$3.45M - $3.78M
|
330K
$13.4M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.06KNew |
$223K - $244K
|
6.06K
$245K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
106K+ 5.24% |
$3.92M - $4.3M
|
2.14M
$86.6M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-96.4K- 16.81% |
$2.83M - $3.55M
|
477K
$19.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 0.98% |
$2.94K - $3.68K
|
10.3K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.06KNew |
$208K - $260K
|
7.06K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.45K+ 444.7% |
$131K - $164K
|
5.45K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
95KNew |
$2.79M - $3.49M
|
95K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.27K+ 10.3% |
$273K - $341K
|
99.3K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
140K+ 173.5% |
$4.12M - $5.16M
|
221K
$8.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.51K- 39.92% |
$44.5K - $55.7K
|
2.28K
$92.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-68- 6.33% |
$2K - $2.5K
|
1.01K
$40.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
132K+ 30.34% |
$3.89M - $4.86M
|
568K
$23M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-238- 0.15% |
$7K - $8.76K
|
155K
$6.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
36New |
$1.06K - $1.32K
|
36
$1.46K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$3.44K - $4.3K
|
117
$4.74K
|
|