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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
   AMERIPRISE FINANCIAL INC 628 - 2023-12-31 3,428,794 $71,418,000 655,564
   WELLS FARGO & CO/MN 862 - 2024-03-31 1,654,890 $34,190,000 -31,036
   LPL FINANCIAL CORP 948 - 2024-03-31 960,665 $19,847,000 367,176
   MORGAN STANLEY 2776 - 2023-12-31 867,761 $18,110,000 -133,240
   UBS Group AG 1294 - 2023-12-31 638,435 $13,324,000 471,586
   BANK OF AMERICA CORP /DE/ 2172 - 2023-12-31 593,587 $12,388,000 65,156
   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
   MONEYWISE INC. 8 - 2024-03-31 355,998 $7,355,000 -57,150
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1043 - 2024-03-31 285,689 $5,902,000 -1,479
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 698 - 2024-03-31 212,025 $4,380,000 -16,761
   ROYAL BANK OF CANADA 2254 - 2023-12-31 143,364 $2,992,000 64,902
   Advisor Group Holdings Inc. 1545 - 2024-03-31 118,290 $2,444,000 -39,253
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 96 - 2024-03-31 109,039 $2,253,000 0
   CAPTRUST FINANCIAL ADVISORS 902 - 2023-12-31 96,548 $2,015,000 5,258
   BAKER AVENUE ASSET MANAGEMENT, LP 163 - 2023-12-31 95,042 $1,984,000 -19,043
   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
   Core Wealth Advisors Inc. 21 - 2023-12-31 85,751 $1,790,000 6,708
   ARBOR CAPITAL MANAGEMENT INC /ADV 38 - 2023-12-31 74,492 $1,551,000 -4,079
   QUANTITATIVE ADVANTAGE LLC 77 - 2023-03-31 72,286 $1,491,000 6,188
   Amplius Wealth Advisors LLC 60 - 2024-03-31 69,198 $1,430,000 -217,861
   LAKE STREET FINANCIAL LLC 125 - 2024-03-31 67,130 $1,387,000 1,007
   JANNEY MONTGOMERY SCOTT LLC 1367 - 2024-03-31 62,130 $1,284,000 5,474
   GUARANTY TRUST CO OF MISSOURI /MO/ 299 - 2024-03-31 56,914 $1,176,000 -15,751
   Householder Group Estate & Retirement Specialist L 61 - 2024-03-31 56,377 $1,165,000 9,566
   CONDOR CAPITAL MANAGEMENT 124 - 2024-03-31 46,827 $967,000 5,969
   MULTIFINANCIAL SECURITIES CORP 807 - 2023-12-31 44,401 $927,000 5,803
   Paragon Private Wealth Management LLC 52 - 2023-12-31 43,595 $910,000 -7,970
   FINANCIAL NETWORK 1454 - 2023-12-31 41,926 $875,000 3,344
   Cornerstone Wealth Management LLC 230 - 2024-03-31 41,071 $849,000 -382
   Lakeside Advisors INC. 29 - 2024-03-31 40,964 $846,000 0
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1281 - 2024-03-31 38,754 $801,000 985
   COLONY GROUP, LLC 504 *New 2023-12-31 35,516 $741,000 35,516
   RAYMOND JAMES & ASSOCIATES 2798 - 2024-03-31 34,463 $712,000 2,619
   ENVESTNET ASSET MANAGEMENT INC 3133 - 2023-12-31 33,681 $703,000 3,089
   CWM LLC 1009 - 2024-03-31 32,220 $666,000 -2,160
   Andesa Financial Management Inc. 69 - 2022-12-31 31,729 $640,000 21,729
   OneAscent Financial Services LLC 176 - 2024-03-31 28,391 $587,000 -606
   MML INVESTORS SERVICES LLC 1730 - 2023-12-31 24,376 $509,000 -214,892
   Private Advisor Group LLC 1561 - 2024-03-31 22,415 $463,000 7,351
   Redwood Investment Management LLC 298 - 2023-12-31 19,604 $409,000 5,385
   Horst & Graben Wealth Management LLC 94 - 2024-03-31 19,540 $404,000 -1,400
   Pine Valley Investments Ltd Liability Co 334 - 2024-03-31 17,505 $362,000 0
   New Insight Wealth Advisors 53 - 2024-03-31 17,476 $361,000 1,500
   COMERICA BANK 2098 - 2023-12-31 14,055 $293,000 13,000
   Westside Investment Management Inc. 181 - 2024-03-31 14,000 $289,000 5,000
   Ground Swell Capital LLC 25 *New 2023-12-31 13,675 $285,000 13,675
   Masso Torrence Wealth Management Inc. 77 - 2024-03-31 13,370 $276,000 -6,340
   Collaborative Wealth Managment Inc. 132 - 2024-03-31 13,186 $272,000 -1,221
   Vertex Planning Partners LLC 140 *New 2023-12-31 11,758 $245,000 11,758
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2897 - 2024-03-31 11,091 $229,000 -161,006
   SILVER OAK SECURITIES Inc 359 *New 2024-03-31 10,544 $218,000 10,544
   BIDWELL C M & ASSOCIATES LTD/ 113 - 2023-12-31 9,538 $199,000 0
   IFP Advisors Inc 957 - 2023-12-31 8,966 $187,000 -216
   Transcendent Capital Group LLC 84 - 2024-03-31 7,674 $160,000 0
   PRIVATE TRUST CO NA 733 - 2024-03-31 7,310 $151,000 0
   Joseph Group Capital Management 53 - 2023-12-31 5,908 $123,000 2,478
   Goss Wealth Management LLC 1960 - 2023-12-31 4,448 $93,000 -283
   HARBOUR INVESTMENTS INC. 1180 - 2023-12-31 4,265 $89,000 0
   Geneos Wealth Management Inc. 967 - 2024-03-31 3,250 $67,000 2,846
   PRINCIPAL SECURITIES INC. 1468 - 2024-03-31 2,946 $61,000 -98
   Farther Finance Advisors LLC 1015 - 2023-12-31 2,540 $53,000 0
   Newbridge Financial Services Group Inc. 466 - 2024-03-31 1,765 $36,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2305 *New 2023-12-31 1,172 $24,000 1,172
   LM Advisors LLC 515 - 2023-12-31 478 $10,000 0
   PROEQUITIES INC. 5688 - 2024-03-31 0 $0 0
   Brookstone Capital Management 918 *Closed 2024-03-31 0 $0 -19,586
   CITADEL ADVISORS LLC 5986 *Closed 2023-12-31 0 $0 -18,352
   JANE STREET GROUP LLC 5872 *Closed 2023-12-31 0 $0 -474,105
   DAVENPORT & CO LLC 1119 *Closed 2024-03-31 0 $0 -10,663
  72 Records found
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