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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
945New |
$34.8K - $38.1K
|
945
$38.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
868+ 4.63% |
$32K - $35K
|
19.6K
$795K
|
|
|
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
|
Archer Investment Corp
|
BUY
|
- |
649New |
$23.9K - $26.2K
|
649
$26.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
600New |
$22.1K - $24.2K
|
600
$24.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
442+ 7.48% |
$16.3K - $17.8K
|
6.35K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
299+ 12.58% |
$11K - $12.1K
|
2.68K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
217New |
$7.99K - $8.76K
|
217
$8.78K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
215+ 7.87% |
$7.92K - $8.68K
|
2.95K
$119K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
111+ 1.66% |
$4.09K - $4.48K
|
6.81K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100New |
$3.68K - $4.04K
|
100
$4.05K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 1.39% |
$3.53K - $3.87K
|
7.02K
$284K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
140K+ 173.5% |
$4.12M - $5.16M
|
221K
$8.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
132K+ 30.34% |
$3.89M - $4.86M
|
568K
$23M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
95KNew |
$2.79M - $3.49M
|
95K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 62.11% |
$621K - $777K
|
55.1K
$2.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
10.6KNew |
$310K - $388K
|
10.6K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.27K+ 10.3% |
$273K - $341K
|
99.3K
$4.02M
|
|
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.48KNew |
$102K - $128K
|
3.48K
$141K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.46K+ 24.71% |
$102K - $127K
|
17.5K
$707K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$3.44K - $4.3K
|
117
$4.74K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 0.98% |
$2.94K - $3.68K
|
10.3K
$415K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
36New |
$1.06K - $1.32K
|
36
$1.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
82.9KNew |
$2.71M - $2.99M
|
82.9K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
344New |
$11.2K - $12.4K
|
344
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
28+ 7.84% |
$914 - $1.01K
|
385
$15.6K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$5.95M - $6.45M
|
177K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$751K - $814K
|
22.3K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.2KNew |
$746K - $809K
|
22.2K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 60.27% |
$240K - $260K
|
19K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.85KNew |
$230K - $249K
|
6.85K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.18KNew |
$208K - $225K
|
6.18K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.26KNew |
$177K - $192K
|
5.26K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.63K+ 33.84% |
$88.2K - $95.6K
|
10.4K
$420K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.92KNew |
$64.5K - $69.9K
|
1.92K
$77.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$41.1K - $44.6K
|
1.22K
$49.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$23.5K - $25.5K
|
700
$28.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 1.03% |
$67.2 - $72.8
|
196
$7.93K
|
|
| 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
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94.9KNew |
$2.92M - $3.22M
|
94.9K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.1K+ 12.29% |
$925K - $1.02M
|
275K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.3K+ 83.98% |
$439K - $484K
|
31.3K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.6K+ 8.79% |
$111K - $122K
|
44.5K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.41% |
$52.3K - $57.6K
|
16.6K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
700+ 9.94% |
$21.5K - $23.7K
|
7.74K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
62New |
$1.91K - $2.1K
|
62
$2.51K
|
|