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Get Institutions for : 
Columbia India Consumer Etf (INCO)  
$70.60 1.09 (1.57%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    4
Total shares held : 
1,175,110  
% of shares held : 
37.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-18,070  
% of shares held change : 
  -0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$58.57  
Last Quarter's Ending Price : 
$64.01  
Last Quarter's Average Price
$61.31  
Change from last quarter's     
avg. price to the last closing  : 
9.29 (15.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 101,315
 8.62%
 
Increased Positions :
8
 72,419
 6.16%
 
Unchanged Positions :
4
 31,779
 2.7%
 
Decreased Positions :
10
-141,237
-12.02%
 
Closed Positions :
4
-50,567
-4.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 2244 - 2024-03-31 465,789 $29,815,000 107,105
   JANE STREET GROUP LLC 721 - 2024-03-31 185,510 $11,874,000 180,757
   BANK OF MONTREAL /CAN/ 1259 - 2024-03-31 41,487 $2,662,000 41,487
   LPL FINANCIAL CORP 2356 - 2024-03-31 37,352 $2,391,000 20,697
   UBS Group AG 2823 - 2024-03-31 36,873 $2,360,000 20,802
   COMMONWEALTH EQUITY SERVICES LLC. 1750 - 2024-03-31 32,077 $2,053,000 3,020
   Migdal Insurance & Financial Holdings Ltd. 121 - 2024-03-31 27,380 $1,753,000 14,800
   FINANCIAL NETWORK 1119 - 2024-03-31 26,183 $1,676,000 5,327
   MARINER WEALTH ADVISORS, LLC 1334 - 2024-03-31 20,341 $1,302,000 4,351
   OLD MISSION CAPITAL LLC 376 - 2024-03-31 16,551 $1,059,000 16,551
   BANK OF AMERICA CORP /DE/ 4391 - 2024-03-31 7,881 $504,000 4,888
   MML INVESTORS SERVICES LLC 1778 - 2024-03-31 7,873 $504,000 4,182
   Advisor Group Holdings Inc. 2950 - 2024-03-31 7,530 $482,000 5,241
   ENVESTNET ASSET MANAGEMENT INC 3425 - 2024-03-31 7,507 $481,000 3,732
   J P MORGAN CHASE & CO 3948 - 2024-03-31 5,200 $333,000 320
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1462 - 2023-09-30 5,825 $308,000 280
   ROYAL BANK OF CANADA 4212 - 2024-03-31 2,827 $182,000 203
   COMERICA BANK 2614 - 2024-03-31 1,180 $76,000 77
   VALLEY NATIONAL ADVISERS INC 447 - 2024-03-31 572 $36,000 78
   WELLS FARGO & CO/MN 5338 - 2024-03-31 41 $3,000 41

  20 Records found
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  Page 1 of 1
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