Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Columbia ETF Trust I - Columbia Research Enhanced Core ETF inkluderer Mason & Associates Inc, Heck Capital Advisors, LLC, Snider Financial Group, Fidelis Capital Partners, LLC, Inscription Capital, LLC, Renaissance Technologies Llc, Y-Intercept (Hong Kong) Ltd, Palumbo Wealth Management LLC, Capital Market Strategies LLC, Stratos Wealth Advisors, LLC, Atomi Financial Group, Inc., Keystone Financial Services, LLC, Integrated Wealth Concepts LLC, Private Trust Co Na, Assetmark, Inc, Creative Financial Designs Inc /adv, og Activest Wealth Management .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 685 926 | 8,83 | 25 235 | 20,56 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 461 922 | 16 994 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 978 098 | 4,39 | 72 774 | 15,64 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 40 568 | 2,56 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 761 | 51,27 | 1 | |||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 90 043 | 41,28 | 3 313 | 56,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 658 312 | 49 303,34 | 612 859 | 54 668,45 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 19 785 | 26,95 | 728 | 40,62 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 10 558 | 388 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 23 778 | 15,46 | 889 | 41,85 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 68 148 | 102,91 | 2 507 | 124,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 374 045 | 6,36 | 14 | 18,18 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 533 039 | 1,36 | 56 396 | 12,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 220 971 | 173,50 | 8 130 | 202,98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8 856 | 326 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 49 943 | 1 896 | ||||||
| 2025-08-22 | NP | CTFAX - Columbia Thermostat Fund Class A | 2 732 920 | 125,79 | 100 544 | 150,13 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 70 820 | 102,04 | 2 605 | 115,82 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 69 125 | 1,37 | 2 543 | 12,32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20 580 | 13,53 | 757 | 26,59 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 5 447 | 444,70 | 200 | 506,06 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 73 933 | 328,75 | 2 720 | 375,35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 517 266 | 77,26 | 93 | 95,74 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 18 951 | 63,55 | 697 | 81,51 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 10 264 | 0,98 | 378 | 11,87 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 269 439 | 2,56 | 9 913 | 13,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 117 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 231 | 30,82 | 303 | 45,19 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 567 951 | 30,34 | 20 895 | 44,39 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 720 517 | 14,10 | 26 508 | 26,40 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 555 620 | 0,12 | 20 441 | 10,92 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 123 818 | 4 555 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 11 916 | 438 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 196 458 | 7,83 | 7 228 | 19,45 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 061 | 260 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 65 065 | 1 517,73 | 2 394 | 1 699,25 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 840 273 | 4,37 | 30 914 | 15,61 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 63 469 | 8,08 | 2 394 | 22,77 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 492 981 | 3,98 | 18 137 | 15,19 | ||||
| 2025-07-17 | 13F | KWB Wealth | 236 281 | 57,88 | 7 847 | 51,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 112 533 | 3,26 | 4 140 | 14,40 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 94 953 | 3 493 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 401 063 | 41,84 | 125 125 | 57,13 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 29 108 | 10,73 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 637 841 | 108,52 | 23 465 | 131,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 110 174 | 3,02 | 4 053 | 14,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 475 | 128 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 14 803 | 38,60 | 545 | 53,67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 80 568 | 2,77 | 2 964 | 14,57 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 30 795 | 23,55 | 1 133 | 36,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 182 | 114,13 | 80 | 142,42 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 385 922 | 2,64 | 14 | 16,67 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 105 535 | 6,41 | 3 883 | 17,89 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 57 620 | 12,59 | 2 120 | 24,72 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240 780 | 12,60 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12 963 845 | 22,35 | 476 940 | 35,54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 927 | 10,64 | 255 | 22,71 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 131 024 | 90,96 | 4 820 | 111,59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 103 | 62,11 | 2 027 | 79,70 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 523 209 | 7,65 | 19 249 | 19,25 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 27 900 | 1 026 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 167 950 | 15,28 | 116 549 | 27,70 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 80 985 | 25,84 | 2 979 | 39,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65 696 | 14,49 | 2 417 | 26,82 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 227 616 | 3,67 | 8 374 | 14,84 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 60 269 | 2,85 | 2 217 | 13,93 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1 029 239 | 37 866 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 36 | 1 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 160 450 | 5,13 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 6 698 | 246 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 190 216 | 6,16 | 6 998 | 17,61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 603 600 | 544,87 | 22 206 | 614,48 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 33 241 | 13,75 | 1 223 | 25,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145 845 | 36,98 | 5 366 | 51,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 820 984 | 20,41 | 398 104 | 33,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 230 633 | 41,60 | 8 455 | 57,27 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 92 334 | 33,27 | 3 417 | 58,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 366 954 | 159,97 | 13 500 | 188,03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 151 | 16,67 | 631 | 29,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 912 | 218 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24 351 | 125,26 | 896 | 139,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 430 | 85,52 | 457 | 105,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 99 278 | 10,30 | 3 652 | 22,18 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 241 380 | 34,51 | 8 880 | 49,02 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 961 | 38,39 | 72 | 60,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 732 | 2,32 | 101 | 8,70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 491 805 | 22,81 | 18 094 | 36,05 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31 536 | 16,06 | 1 160 | 23,40 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 23 069 | 22,94 | 849 | 36,12 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 2 031 726 | 1,17 | 74 747 | 12,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 320 671 | 394,61 | 11 983 | 456,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 125 694 | 39,50 | 4 624 | 54,55 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 45 678 | 196,11 | 1 680 | 228,13 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14 683 | 12,12 | 540 | 24,42 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 35 328 | 9,89 | 1 320 | 39,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 522 931 | 67,65 | 56 029 | 85,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 201 | 13,12 | 302 | 25,42 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 213 424 | 22,60 | 7 852 | 35,81 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 17 464 | 24,71 | 643 | 38,06 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 296 568 | 143,19 | 10 911 | 169,45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 179 979 | 898,88 | 6 621 | 1 007,19 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 39 656 | 32,34 | 1 459 | 46,53 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 39 399 | 1 449 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 126 650 | 31,44 | 4 659 | 45,59 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22 849 | 841 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90 084 | 13,78 | 3 314 | 26,06 |
