Free Trial

Columbia U.S. Equity Income ETF (EQIN) Institutional Ownership

$41.65 -1.23 (-2.87%)
As of 02:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Columbia U.S. Equity Income ETF (NYSEARCA:EQIN)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$33.41M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.07M
Get EQIN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Columbia U.S. Equity Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EQIN Institutional Buying and Selling by Quarter

Columbia U.S. Equity Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Sowell Financial Services LLC175,698$8.04M0.4%+18.1%5.324%
4/15/2025 Collier Financial5,751$263K0.2%-15.8%0.174%
4/10/2025 KWB Wealth48,010$2.13M0.3%+387.7%1.455%
2/18/2025Novem Group8,775$389K0.1%N/A0.000%
2/17/2025Redwood Financial Network Corp25,814$1.15M0.9%+11.2%0.000%
2/17/2025Citadel Advisors LLC42,706$1.89M0.0%N/A0.000%
2/14/2025Jane Street Group LLC29,180$1.29M0.0%+8.5%0.000%
2/14/2025GeoWealth Management LLC23,566$1.05M0.0%+2.0%0.000%
2/13/2025NewEdge Advisors LLC88,073$3.91M0.0%-5.6%0.000%
2/13/2025Raymond James Financial Inc.54,424$2.41M0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.10,806$479K0.0%+3.1%0.000%
2/11/2025LPL Financial LLC506,130$22.45M0.0%+107.1%0.000%
2/10/2025Commonwealth Equity Services LLC22,536$999K0.0%+42.1%0.000%
2/7/2025 Sowell Financial Services LLC148,714$6.60M0.3%+23.5%0.000%
2/6/2025Raymond James Financial Inc.54,424$2.41M0.0%N/A0.000%
2/5/2025Maripau Wealth Management LLC7,146$317K0.2%N/A0.000%
2/3/2025Parcion Private Wealth LLC12,260$544K0.0%+33.1%0.000%
2/3/2025Private Advisor Group LLC10,768$478K0.0%-4.2%0.000%
1/31/2025Global Retirement Partners LLC1,508$67K0.0%+130.9%0.000%
1/29/2025Gladstone Institutional Advisory LLC29,647$1.32M0.1%N/A0.000%
1/29/2025 Collier Financial6,833$303K0.3%N/A0.000%
1/14/2025 Redhawk Wealth Advisors Inc.5,145$228K0.0%-9.6%0.000%
1/14/2025 KWB Wealth9,844$466K0.1%N/A0.000%
12/26/2024JPMorgan Chase & Co.10,482$496K0.0%-10.3%0.000%
11/15/2024Jane Street Group LLC26,894$1.27M0.0%-32.8%0.000%
11/1/2024Atria Investments Inc7,198$341K0.0%-5.0%0.000%
10/31/2024Keudell Morrison Wealth Management5,515$261K0.1%N/A0.000%
10/23/2024Parcion Private Wealth LLC9,214$436K0.0%+7.6%0.000%
10/22/2024Private Advisor Group LLC11,244$532K0.0%-6.9%0.000%
10/16/2024Prism Advisors Inc.33,667$1.59M0.5%+15.5%0.000%
10/11/2024 Redhawk Wealth Advisors Inc.5,689$269K0.0%-4.0%0.000%
10/8/2024CWM LLC2,654$126K0.0%N/A0.000%
8/16/2024NewEdge Advisors LLC93,787$4.12M0.0%N/A0.000%
8/7/2024Redwood Financial Network Corp17,773$781K0.7%N/A0.000%
8/6/2024Parcion Private Wealth LLC8,567$377K0.0%N/A0.000%
8/5/2024Private Advisor Group LLC12,077$531K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC815$36K0.0%N/A0.000%
8/2/2024Archer Investment Corp1,620$71K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC6,921$304K0.0%N/A0.000%
7/17/2024 Redhawk Wealth Advisors Inc.5,928$261K0.0%N/A0.000%
The 5 Stocks to Buy for Maximum Gains During Trump's Presidency (Ad)

New Presidency. New Policy. New Profit Potential. Trump’s return brings fresh momentum to specific sectors. This free report outlines five stocks poised to outperform in a shifting political and economic landscape.

Access the Free Report: 5 Stocks to Watch
7/13/2024 Fermata Advisors LLC4,991$219K0.1%N/A0.000%
7/12/2024Carolina Wealth Advisors LLC760$33K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EQIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQIN shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Columbia U.S. Equity Income ETF. The most heavily invested institutionals were LPL Financial LLC ($22.45M), Sowell Financial Services LLC ($8.04M), NewEdge Advisors LLC ($3.91M), Raymond James Financial Inc. ($2.41M), KWB Wealth ($2.13M), Citadel Advisors LLC ($1.89M), and Prism Advisors Inc. ($1.59M).Learn more on EQIN's institutional investors.

Which institutional investors have been buying Columbia U.S. Equity Income ETF stock?

Of the 26 institutional investors that purchased Columbia U.S. Equity Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($261.72K), Raymond James Financial Inc. ($108.85K), NewEdge Advisors LLC ($93.79K), Sowell Financial Services LLC ($55.29K), KWB Wealth ($48.01K), Citadel Advisors LLC ($42.71K), and Gladstone Institutional Advisory LLC ($29.65K).

How much institutional buying is happening at Columbia U.S. Equity Income ETF?

Institutional investors have bought a total of 751,809 shares in the last 24 months. This purchase volume represents approximately $33.41M in transactions.

Which Columbia U.S. Equity Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Columbia U.S. Equity Income ETF stock in the last 24 months: Jane Street Group LLC ($13.12K), NewEdge Advisors LLC ($5.24K), Private Advisor Group LLC ($1.31K), JPMorgan Chase & Co. ($1.21K), Collier Financial ($1.08K), Redhawk Wealth Advisors Inc. ($783.00), and Atria Investments Inc ($375.00).

How much institutional selling is happening at Columbia U.S. Equity Income ETF?

Institutional investors have sold a total of 23,119 shares in the last 24 months. This volume of shares sold represents approximately $1.07M in transactions.



This page (NYSEARCA:EQIN) was last updated on 4/21/2025 by MarketBeat.com Staff
From Our Partners