Purchases and Sales Made in Q2 2025 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q2 2025. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6M+ 49303.34% |
$489M - $612M
|
16.7M
$674M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.37M+ 22.35% |
$69.6M - $87.1M
|
13M
$525M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.83M+ 20.41% |
$53.9M - $67.5M
|
10.8M
$438M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1M+ 77.26% |
$32.3M - $40.4M
|
2.52M
$102M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.03MNew |
$30.3M - $37.9M
|
1.03M
$41.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1M+ 41.84% |
$29.5M - $36.9M
|
3.4M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
615K+ 67.65% |
$18.1M - $22.6M
|
1.52M
$61.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
523KNew |
$15.4M - $19.2M
|
523K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
510K+ 544.87% |
$15M - $18.8M
|
604K
$24.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
488K+ 325.21% |
$14.3M - $17.9M
|
638K
$25.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
462KNew |
$13.6M - $17M
|
462K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
420K+ 15.28% |
$12.3M - $15.4M
|
3.17M
$128M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
256K+ 394.61% |
$7.52M - $9.41M
|
321K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
226K+ 159.97% |
$6.64M - $8.31M
|
367K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
175K+ 143.19% |
$5.13M - $6.42M
|
297K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
162K+ 898.88% |
$4.76M - $5.96M
|
180K
$7.29M
|
|
|
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 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
124KNew |
$3.64M - $4.56M
|
124K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
95KNew |
$2.79M - $3.49M
|
95K
$3.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
89K+ 14.1% |
$2.62M - $3.28M
|
721K
$29.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
86.6K+ 57.88% |
$2.55M - $3.19M
|
236K
$9.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
83.1K+ 4.39% |
$2.44M - $3.06M
|
1.98M
$80.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.8K+ 41.6% |
$1.99M - $2.49M
|
231K
$9.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
62.4K+ 90.96% |
$1.83M - $2.3M
|
131K
$5.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.9K+ 34.51% |
$1.82M - $2.28M
|
241K
$9.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
61K+ 1517.73% |
$1.79M - $2.25M
|
65.1K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
56.7K+ 328.75% |
$1.67M - $2.09M
|
73.9K
$2.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
49.9KNew |
$1.47M - $1.84M
|
49.9K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
45.7KNew |
$1.34M - $1.68M
|
45.7K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
39.4KNew |
$1.16M - $1.45M
|
39.4K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.4K+ 36.98% |
$1.16M - $1.45M
|
146K
$5.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
39.3K+ 22.6% |
$1.16M - $1.45M
|
213K
$8.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.8K+ 102.04% |
$1.05M - $1.32M
|
70.8K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35.6K+ 39.5% |
$1.05M - $1.31M
|
126K
$5.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
35.1K+ 4.37% |
$1.03M - $1.29M
|
840K
$34M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
34.6K+ 102.91% |
$1.02M - $1.27M
|
68.1K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.3K+ 31.44% |
$891K - $1.11M
|
127K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.9KNew |
$820K - $1.03M
|
27.9K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.9K+ 12.6% |
$792K - $991K
|
241K
$9.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
26.3K+ 41.28% |
$774K - $968K
|
90K
$3.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
23.6K+ 1.17% |
$694K - $868K
|
2.03M
$82.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23K+ 33.27% |
$678K - $848K
|
92.3K
$3.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.8KNew |
$672K - $841K
|
22.8K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.4K+ 6.36% |
$658K - $823K
|
374K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 62.11% |
$621K - $777K
|
55.1K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 1.36% |
$603K - $754K
|
1.53M
$62.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
18.9K+ 3.98% |
$555K - $694K
|
493K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
16.6K+ 25.84% |
$489K - $612K
|
81K
$3.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
14.3K+ 7.83% |
$419K - $525K
|
196K
$7.95M
|
|