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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 1316 - 2023-12-31 450,124 $18,294,000 0
   SILVERHAWK ASSET MANAGEMENT LLC 6 - 2023-06-30 187,312 $7,089,000 644
   Sowell Financial Services LLC 100 *New 2024-03-31 118,705 $5,286,000 118,705
   LPL FINANCIAL CORP 1725 - 2024-03-31 117,803 $5,246,000 33,414
   Goss Wealth Management LLC 464 - 2023-12-31 81,928 $3,346,000 10,838
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2253 - 2024-03-31 15,853 $706,000 2,843
   Private Advisor Group LLC 1464 - 2024-03-31 12,096 $539,000 -2,624
   HANSON MCCLAIN, INC. 536 - 2024-03-31 11,589 $516,000 0
   Redwood Financial Network Corp 77 *New 2024-03-31 10,792 $481,000 10,792
   J P MORGAN CHASE & CO 3771 - 2024-03-31 10,482 $467,000 0
   GOLDMAN SACHS GROUP INC/ 3949 - 2023-12-31 9,250 $376,000 0
   Parcion Private Wealth LLC 156 - 2024-03-31 7,994 $356,000 -1,412
   Signal Advisors Wealth LLC 215 - 2024-03-31 7,573 $337,000 27
   CWM LLC 1275 - 2024-03-31 7,536 $336,000 -23,711
   MARIPAU WEALTH MANAGEMENT LLC 82 *New 2023-12-31 6,851 $278,000 6,851
   COMMONWEALTH EQUITY SERVICES LLC. 3415 *New 2024-03-31 5,535 $247,000 5,535
   Keudell/Morrison Wealth Management 183 - 2024-03-31 5,260 $234,000 75
   Fermata Advisors LLC 200 *New 2024-03-31 4,539 $202,000 4,539
   Archer Investment Corp 354 - 2024-03-31 1,620 $72,000 0
   ROYAL BANK OF CANADA 5391 - 2023-12-31 1,000 $40,000 300
   Wells Financial Advisors INC 52 - 2023-12-31 991 $40,000 -330
   Carolina Wealth Advisors LLC 116 - 2024-03-31 805 $36,000 0
   PRINCIPAL SECURITIES INC. 1735 - 2024-03-31 734 $33,000 483
   Global Retirement Partners LLC 1693 - 2024-03-31 572 $25,000 0
   Advisor Group Holdings Inc. 5308 - 2024-03-31 428 $19,000 -806
   WELLS FARGO & CO/MN 5974 - 2024-03-31 1 $0 1
   BB&T CORP 2575 *Closed 2023-12-31 0 $0 -72,682
   CITADEL ADVISORS LLC 5846 *Closed 2023-12-31 0 $0 -18,164
   PROEQUITIES INC. 5689 - 2024-03-31 0 $0 0
  31 Records found
  1    
  Page 1 of 1
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