Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF incluem Owl Creek Wealth Partners LLC, Synergy Investment Management, LLC, Fifth Third Bancorp, e Jones Financial Companies Lllp .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 76,092 | 30.29 | 1,376 | 28.38 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 542 | 10 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 32,909 | 18.29 | 595 | 16.47 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 795,212 | 31.39 | 14,377 | 29.43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25,489 | 15.48 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 11,343 | 7.47 | 204 | 5.18 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13,857 | 1.17 | 251 | -0.40 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,233,531 | 33.59 | 22,302 | 31.60 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 68,908 | 2.31 | 1,259 | 1.37 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 52,405 | 0.00 | 947 | -1.46 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2,538 | 46 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11,151 | 10.78 | 202 | 9.24 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 45 | 0.00 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13,788 | 0.07 | 249 | -1.19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 35,122 | 37.67 | 645 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 916 | 17 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 646,758 | 7.54 | 11,693 | 5.93 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 75,676 | 1,368 | ||||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 85,043 | 8.35 | 1,538 | 6.74 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 59,017 | 26.30 | 1,067 | 24.50 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,311,406 | 5.86 | 41,790 | 4.27 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 235,193 | 13.89 | 4,253 | 12.19 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 668,338 | 104.67 | 12,084 | 101.62 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3,562 | 64 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 42 | 1 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 575,501 | 10,405 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1,447,429 | 10.03 | 26,568 | 9.46 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 381,127 | 22.11 | 6,891 | 20.29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 192,026 | 3,472 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 21,285 | 19.68 | 385 | 17.79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 906 | 16 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1,169 | 0.43 | 21 | 0.00 |
