Latest Institutional Purchases of Columbia ETF Tr I (RECS)
This list provides information on the latest institutional transactions involving Columbia ETF Tr I (RECS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$590K - $639K
|
17.6K
$580K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$569K - $617K
|
16.9K
$560K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.7K+ 264.43% |
$562K - $609K
|
23.1K
$762K
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
15.7KNew |
$527K - $571K
|
15.7K
$518K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
14.4KNew |
$483K - $523K
|
14.4K
$475K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 681.6% |
$435K - $471K
|
14.8K
$490K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 3.65% |
$374K - $406K
|
316K
$10.4M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.9KNew |
$368K - $399K
|
10.9K
$362K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$341K - $369K
|
10.1K
$335K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 11.1% |
$337K - $365K
|
100K
$3.32M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.85KNew |
$331K - $359K
|
9.85K
$326K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 5.2% |
$314K - $341K
|
189K
$6.26M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
8.15KNew |
$274K - $297K
|
8.15K
$269K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.74KNew |
$260K - $282K
|
7.74K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 60.27% |
$240K - $260K
|
19K
$629K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.85KNew |
$230K - $249K
|
6.85K
$226K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.67KNew |
$224K - $243K
|
6.67K
$220K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.23K+ 37.89% |
$209K - $227K
|
22.7K
$750K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.18KNew |
$208K - $225K
|
6.18K
$204K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.09KNew |
$205K - $222K
|
6.09K
$201K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.26KNew |
$177K - $192K
|
5.26K
$174K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.49K+ 71.1% |
$151K - $164K
|
10.8K
$357K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.73K+ 15.93% |
$125K - $136K
|
27.2K
$898K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.96K+ 1.4% |
$99.3K - $108K
|
214K
$7.07M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.67KNew |
$89.7K - $97.2K
|
2.67K
$88.3K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.63K+ 33.84% |
$88.2K - $95.6K
|
10.4K
$343K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.92KNew |
$64.5K - $69.9K
|
1.92K
$63.5K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.92K+ 11.58% |
$64.5K - $69.9K
|
18.5K
$611K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 796.91% |
$43.4K - $47K
|
1.45K
$48K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$41.1K - $44.6K
|
1.22K
$40.5K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16K+ 4.85% |
$38.9K - $42.2K
|
25K
$828K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.08KNew |
$36.2K - $39.2K
|
1.08K
$35.6K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.03K+ 8.19% |
$34.6K - $37.4K
|
13.6K
$449K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1KNew |
$33.6K - $36.4K
|
1K
$33.1K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
704+ 1.92% |
$23.7K - $25.6K
|
37.4K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$23.5K - $25.5K
|
700
$23.1K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
484+ 47.36% |
$16.3K - $17.6K
|
1.51K
$49.8K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
408New |
$13.7K - $14.9K
|
408
$13.5K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
148+ 1.95% |
$4.97K - $5.39K
|
7.72K
$255K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
70+ 0.82% |
$2.35K - $2.55K
|
8.56K
$283K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57+ 19.0% |
$1.92K - $2.08K
|
357
$11.8K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 1.03% |
$67.2 - $72.8
|
196
$6.48K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644K+ 203.84% |
$19.8M - $21.8M
|
960K
$31.7M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94.9KNew |
$2.92M - $3.22M
|
94.9K
$3.14M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.8K+ 330.66% |
$1.68M - $1.86M
|
71.4K
$2.36M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34.9K+ 126.48% |
$1.07M - $1.18M
|
62.6K
$2.07M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.1K+ 12.29% |
$925K - $1.02M
|
275K
$9.09M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$674K - $743K
|
21.9K
$725K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.3K+ 83.98% |
$439K - $484K
|
31.3K
$1.03M
|