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Get Institutions for : 
Columbia Sustainable Us Equity Income Etf (ESGS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    1
Total shares held : 
 809,998  
% of shares held : 
 54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -18,388  
% of shares held change : 
   -1.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 34,452
 4.25%
 
Increased Positions :
9
 52,728
 6.51%
 
Unchanged Positions :
7
 469,363
 57.95%
 
Decreased Positions :
4
-3,302
-0.41%
 
Closed Positions :
3
-102,266
-12.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   SILVERHAWK ASSET MANAGEMENT LLC 6 - 2023-06-30 187,312 $7,089,000 644
   LPL FINANCIAL CORP 1725 - 2024-03-31 117,803 $5,246,000 33,414
   Goss Wealth Management LLC 456 - 2024-03-31 89,037 $3,965,000 7,109
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1655 - 2024-03-31 48,671 $2,167,000 9,604
   Personal Resources Investment & Strategic Manageme 27 - 2024-03-31 29,605 $1,318,000 874
   GOLDMAN SACHS GROUP INC/ 3702 - 2024-03-31 17,650 $786,000 8,400
   CITADEL ADVISORS LLC 3373 - 2024-03-31 16,419 $731,000 16,419
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2253 - 2024-03-31 15,853 $706,000 2,843
   Signal Advisors Wealth LLC 215 - 2024-03-31 7,573 $337,000 27
   MARIPAU WEALTH MANAGEMENT LLC 89 - 2024-03-31 6,878 $306,000 27
   Keudell/Morrison Wealth Management 183 - 2024-03-31 5,260 $234,000 75
   Wells Financial Advisors INC 51 - 2024-03-31 1,706 $76,000 715
   PRINCIPAL SECURITIES INC. 1735 - 2024-03-31 734 $33,000 483
  13 Records found
  1    
  Page 1 of 1
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