Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF inkluderar Arq Wealth Advisors, Llc, GeoWealth Management, LLC, Bleakley Financial Group, LLC, Two Sigma Securities, Llc, Concurrent Investment Advisors, LLC, ORG Partners LLC, BRYN MAWR TRUST Co, och Activest Wealth Management .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 70 484 | 48,22 | 1 418 | 48,17 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 450 | 271 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 247 385 | 4,95 | 4 978 | 4,87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 75 | 2 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 069 403 | 9,95 | 21 516 | 9,87 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 12 479 | 0,52 | 251 | 0,80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 233 038 | 277,29 | 4 689 | 277,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52 979 | 8,61 | 1 066 | 8,45 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 219 944 | 4 425 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18 754 | 2,29 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 134 | 83 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 80 031 | 1 610 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 108 470 | 11,98 | 2 182 | 11,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 259 079 | 40,80 | 65 573 | 40,70 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 821 593 | 1,40 | 16 530 | 1,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 054 | 1 228 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 108 067 | 5,46 | 2 174 | 5,38 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 416 | 209 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 145 368 | 2 927 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 127 906 | 1,51 | 2 573 | 1,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 523 | 35,99 | 433 | 36,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 291 788 | 5,31 | 25 991 | 5,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 74 463 | 137,14 | 1 498 | 137,03 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 74 608 | 0,83 | 1 497 | 0,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44 538 | 0,04 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 123 555 | 3,28 | 2 486 | 3,20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 315 350 | 12,09 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 416 | 18,16 | 69 | 17,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 965 | 241 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12 294 | 1,44 | 247 | 1,23 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12 117 | 15,85 | 244 | 15,71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13 357 | 269 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 15 189 | 0,86 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 821 | 77 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 11 134 | 0,13 | 224 | 0,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38 944 | 46,72 | 784 | 46,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 818 775 | 5,68 | 36 594 | 5,60 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 57 809 | 3,79 | 1 163 | 3,75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13 536 | 272 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 683 | 335,03 | 14 | 333,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182 872 | 37,23 | 3 679 | 37,12 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 17 578 | 49,19 | 354 | 48,95 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 67 299 | 0,10 | 1 354 | 0,07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 137 539 | 3,09 | 2 767 | 3,02 | ||||
| 2025-07-23 | 13F | Lakeside Advisors, INC. | 39 990 | 17,74 | 805 | 17,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 599 097 | 6,99 | 52 284 | 6,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 246 860 | 15,27 | 4 967 | 15,17 |
