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Get Institutions for : 
Columbia Multi-sector Municipal Income Etf (MUST)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    2
Total shares held : 
 12,112,317  
% of shares held : 
 90.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 1,023,546  
% of shares held change : 
   7.61%  
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 :
8
 163,172
 1.35%
 
Increased Positions :
26
 2,011,551
 16.61%
 
Unchanged Positions :
9
 145,214
 1.2%
 
Decreased Positions :
21
-571,532
-4.72%
 
Closed Positions :
6
-579,645
-4.79%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 948 - 2024-03-31 960,665 $19,847,000 367,176
   BANK OF AMERICA CORP /DE/ 2290 - 2024-03-31 606,674 $12,534,000 13,087
   AlphaQ Advisors LLC 1 - 2024-03-31 499,146 $10,312,000 89,900
   TruWealth Advisors LLC 48 - 2024-03-31 407,776 $8,425,000 14,450
   COMMONWEALTH EQUITY SERVICES LLC. 915 - 2024-03-31 373,461 $7,716,000 108,829
   ROYAL BANK OF CANADA 1775 - 2024-03-31 299,297 $6,184,000 155,933
   CAPTRUST FINANCIAL ADVISORS 781 - 2024-03-31 101,325 $2,093,000 4,777
   Global Wealth Strategies & Associates 18 - 2024-03-31 92,829 $1,918,000 1,408
   J P MORGAN CHASE & CO 3005 - 2024-03-31 92,573 $1,913,000 52,965
   QUANTITATIVE ADVANTAGE LLC 77 - 2023-03-31 72,286 $1,491,000 6,188
   LAKE STREET FINANCIAL LLC 125 - 2024-03-31 67,130 $1,387,000 1,007
   JANE STREET GROUP LLC 2713 - 2024-03-31 65,241 $1,348,000 65,241
   JANNEY MONTGOMERY SCOTT LLC 1367 - 2024-03-31 62,130 $1,284,000 5,474
   Householder Group Estate & Retirement Specialist L 61 - 2024-03-31 56,377 $1,165,000 9,566
   FINANCIAL NETWORK 1467 - 2024-03-31 48,542 $1,003,000 6,616
   ENVESTNET ASSET MANAGEMENT INC 3025 - 2024-03-31 47,491 $981,000 13,810
   CONDOR CAPITAL MANAGEMENT 124 - 2024-03-31 46,827 $967,000 5,969
   LM Advisors LLC 101 - 2024-03-31 39,897 $824,000 39,419
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1281 - 2024-03-31 38,754 $801,000 985
   RAYMOND JAMES & ASSOCIATES 2798 - 2024-03-31 34,463 $712,000 2,619
   Andesa Financial Management Inc. 69 - 2022-12-31 31,729 $640,000 21,729
   Private Advisor Group LLC 1561 - 2024-03-31 22,415 $463,000 7,351
   Redwood Investment Management LLC 288 - 2024-03-31 19,699 $407,000 95
   New Insight Wealth Advisors 53 - 2024-03-31 17,476 $361,000 1,500
   COMERICA BANK 2096 - 2024-03-31 15,055 $311,000 1,000
   Westside Investment Management Inc. 181 - 2024-03-31 14,000 $289,000 5,000
   Vertex Planning Partners LLC 140 - 2024-03-31 11,913 $246,000 155
   BIDWELL C M & ASSOCIATES LTD/ 110 - 2024-03-31 11,472 $237,000 1,934
   Farther Finance Advisors LLC 685 - 2024-03-31 9,544 $197,000 7,004
   Transcendent Capital Group LLC 104 - 2024-03-31 7,711 $159,000 37
   Geneos Wealth Management Inc. 967 - 2024-03-31 3,250 $67,000 2,846
  31 Records found
  1    
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