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Get Institutions for : 
Columbia India Consumer Etf (INCO)  
$65.00 0.13 (0.2%) as of 4:30 Tue 5/7


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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 : 
 $53.06  
Last Quarter's Ending Price : 
 $58.78  
Last Quarter's Average Price : 
 $55.65  
Change from last quarter's     
avg. price to the last closing  : 
9.35 (16.8%)  




 
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: 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
   OSBORNE PARTNERS CAPITAL MANAGEMENT 16 - 2024-03-31 361,015 $23,109,000 -9,500
   MORGAN STANLEY 2621 - 2023-12-31 358,684 $21,083,000 -23,050
   PNC FINANCIAL SERVICES GROUP INC 651 - 2023-12-31 82,868 $4,871,000 -3,000
   DHK Financial Advisors Inc. 11 *New 2023-12-31 64,015 $3,763,000 64,015
   RAYMOND JAMES & ASSOCIATES 1991 - 2024-03-31 40,072 $2,565,000 -30,158
   COMMONWEALTH EQUITY SERVICES LLC. 1750 - 2024-03-31 32,077 $2,053,000 3,020
   Aubrey Capital Management Ltd 34 - 2024-03-31 30,955 $1,981,000 0
   KRAEMATON INVESTMENT ADVISORS INC *New 2024-03-31 27,456 $1,757,000 27,456
   Migdal Insurance & Financial Holdings Ltd. 121 - 2024-03-31 27,380 $1,753,000 14,800
   FINANCIAL NETWORK 1249 - 2023-12-31 20,856 $1,226,000 5,514
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1469 - 2024-03-31 17,500 $1,120,000 -34,000
   LPL FINANCIAL CORP 3027 - 2023-12-31 16,655 $979,000 6,474
   UBS Group AG 3455 - 2023-12-31 16,071 $945,000 2,180
   MARINER WEALTH ADVISORS, LLC 1473 *New 2023-12-31 15,990 $940,000 15,990
   Pictet North America Advisors SA - 2024-03-31 7,182 $460,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 6,035 $386,000 6,035
   WEALTH BUILDERS 167 *New 2024-03-31 4,927 $315,000 4,927
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1462 - 2023-09-30 5,825 $308,000 280
   J P MORGAN CHASE & CO 3956 *New 2023-12-31 4,880 $287,000 4,880
   JANE STREET GROUP LLC 4474 - 2023-12-31 4,753 $279,000 -84,360
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2855 *New 2024-03-31 3,733 $239,000 3,733
   ENVESTNET ASSET MANAGEMENT INC 3751 - 2023-12-31 3,775 $222,000 3,775
   MML INVESTORS SERVICES LLC 2259 *New 2023-12-31 3,691 $217,000 3,691
   BANK OF AMERICA CORP /DE/ 5063 - 2023-12-31 2,993 $176,000 200
   ROYAL BANK OF CANADA 4657 - 2023-12-31 2,624 $154,000 -110
   Advisor Group Holdings Inc. 4185 - 2023-12-31 2,289 $135,000 1,708
   COMERICA BANK 2629 - 2023-12-31 1,103 $65,000 -20
   Parallel Advisors LLC 1420 - 2023-12-31 861 $51,000 -1,230
   VALLEY NATIONAL ADVISERS INC 447 - 2024-03-31 572 $36,000 78
   ATWOOD & PALMER INC 272 - 2024-03-31 330 $21,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 104 $7,000 0
   ADVISORY SERVICES NETWORK, LLC 3205 *New 2023-12-31 54 $3,000 54
   BANK OF MONTREAL /CAN/ 3366 *Closed 2023-12-31 0 $0 -33,750
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6277 - 2023-12-31 0 $0 -284
   Envestnet Portfolio Solutions Inc. 1556 *Closed 2023-12-31 0 $0 -4,152
   FMR LLC 5154 *New 2023-12-31 1 $0 1
   Atria Wealth Solutions Inc. 2021 *Closed 2023-12-31 0 $0 -4,183
   OLD MISSION CAPITAL LLC 1273 *Closed 2023-12-31 0 $0 -8,482
  39 Records found
  1    
  Page 1 of 1
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