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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 862 - 2024-03-31 1,654,890 $34,190,000 -31,036
   MORGAN STANLEY 2776 - 2023-12-31 867,761 $18,110,000 -133,240
   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
   Advisor Group Holdings Inc. 1545 - 2024-03-31 118,290 $2,444,000 -39,253
   BAKER AVENUE ASSET MANAGEMENT, LP 163 - 2023-12-31 95,042 $1,984,000 -19,043
   ARBOR CAPITAL MANAGEMENT INC /ADV 38 - 2023-12-31 74,492 $1,551,000 -4,079
   Amplius Wealth Advisors LLC 60 - 2024-03-31 69,198 $1,430,000 -217,861
   GUARANTY TRUST CO OF MISSOURI /MO/ 299 - 2024-03-31 56,914 $1,176,000 -15,751
   Paragon Private Wealth Management LLC 52 - 2023-12-31 43,595 $910,000 -7,970
   Cornerstone Wealth Management LLC 230 - 2024-03-31 41,071 $849,000 -382
   CWM LLC 1009 - 2024-03-31 32,220 $666,000 -2,160
   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
   Horst & Graben Wealth Management LLC 94 - 2024-03-31 19,540 $404,000 -1,400
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2897 - 2024-03-31 11,091 $229,000 -161,006
   IFP Advisors Inc 957 - 2023-12-31 8,966 $187,000 -216
   Goss Wealth Management LLC 1960 - 2023-12-31 4,448 $93,000 -283
   PRINCIPAL SECURITIES INC. 1468 - 2024-03-31 2,946 $61,000 -98
  22 Records found
  1    
  Page 1 of 1
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