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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
   AMERIPRISE FINANCIAL INC 1320 - 2024-03-31 423,224 $18,848,000 -26,900
   Private Advisor Group LLC 1464 - 2024-03-31 12,096 $539,000 -2,624
   Parcion Private Wealth LLC 156 - 2024-03-31 7,994 $356,000 -1,412
   CWM LLC 1275 - 2024-03-31 7,536 $336,000 -23,711
   ROYAL BANK OF CANADA 5118 - 2024-03-31 700 $31,000 -300
   Advisor Group Holdings Inc. 5308 - 2024-03-31 428 $19,000 -806

  6 Records found
  1    
  Page 1 of 1
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