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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

$34.08
+0.08 (+0.24%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Columbia Research Enhanced Core ETF (NYSEARCA:RECS)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$176.19M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$36.22M
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RECS Institutional Buying and Selling by Quarter

Columbia Research Enhanced Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Leavell Investment Management Inc.12,589$427K0.0%N/A0.073%
11/1/2024 Aspire Wealth Management Corp31,281$1.06M0.6%+84.0%0.181%
11/1/2024 Bensler LLC210,830$7.15M0.9%+5.5%1.219%
10/29/2024 IAG Wealth Partners LLC56,662$1.92M0.4%+66.3%0.328%
10/28/2024 Gladstone Institutional Advisory LLC465,199$15.78M0.8%+24.6%2.689%
10/23/2024 Allworth Financial LP1,417$48K0.0%N/A0.008%
10/23/2024 Bogart Wealth LLC107,359$3.64M0.2%N/A0.621%
10/22/2024 Private Advisor Group LLC90,269$3.06M0.0%+151.5%0.522%
10/18/2024Raymond James & Associates274,990$9.33M0.0%+12.3%1.590%
10/18/2024Stratos Investment Management LLC958,405$32.50M2.3%N/A5.540%
10/17/2024Stratos Wealth Partners LTD.1,132,623$38.41M0.6%+90.9%6.547%
10/16/2024 Amplius Wealth Advisors LLC1,217,034$41.26M4.5%+19.2%7.035%
10/11/2024 Empirical Asset Management LLC69,327$2.35M0.3%+173.3%0.401%
10/9/2024 Fermata Advisors LLC169,870$5.76M1.2%-2.7%0.982%
10/8/2024 WealthCare Investment Partners LLC12,555$423K0.2%N/A0.073%
9/5/2024Sanctuary Advisors LLC7,278$220K0.0%N/A0.042%
8/19/2024B. Riley Wealth Advisors Inc.21,713$701K0.0%N/A0.126%
8/16/2024Northwestern Mutual Wealth Management Co.3,830$124K0.0%+21.6%0.022%
8/16/2024NewEdge Advisors LLC265,757$8.58M0.1%+95.0%1.536%
8/14/2024Marshall Wace LLP20,982$677K0.0%+16.4%0.121%
8/13/2024Thrivent Financial for Lutherans743,616$24.00M0.0%+1.0%4.298%
8/8/2024LPL Financial LLC3,955,094$127.63M0.1%+45.2%22.862%
8/5/2024 Private Advisor Group LLC35,896$1.16M0.0%+431.9%0.207%
7/31/2024 Essex Financial Services Inc.14,783$477K0.0%N/A0.085%
7/31/2024Commonwealth Equity Services LLC411,577$13.28M0.0%+73.4%2.379%
7/26/2024Harbour Investments Inc.5,267$170K0.0%N/A0.030%
7/26/2024 Bensler LLC199,870$6.45M0.9%N/A1.155%
7/26/2024 Cambridge Investment Research Advisors Inc.52,156$1.68M0.0%+13.7%0.301%
7/23/2024 Amplius Wealth Advisors LLC1,021,012$32.95M3.7%-12.4%5.902%
7/20/2024Raymond James Financial Services Advisors Inc.315,971$10.20M0.0%+14.5%1.826%
7/19/2024Western Wealth Management LLC27,619$891K0.1%+12.6%0.160%
7/19/2024Raymond James & Associates244,885$7.90M0.0%+5.6%1.416%
7/17/2024 IAG Wealth Partners LLC34,082$1.10M0.2%N/A0.197%
7/16/2024Great Valley Advisor Group Inc.6,675$215K0.0%N/A0.039%
7/13/2024 Fermata Advisors LLC174,516$5.63M1.3%-42.4%1.009%
5/10/2024Osaic Holdings Inc.650,950$20.17M0.0%+31.6%4.428%
4/29/2024Commonwealth Equity Services LLC237,367$7.35M0.0%+691.0%1.615%
4/25/2024 Cambridge Investment Research Advisors Inc.45,890$1.42M0.0%+22.5%0.314%
4/23/2024Raymond James Financial Services Advisors Inc.276,013$8.55M0.0%+11.8%1.891%
4/22/2024Raymond James & Associates231,896$7.18M0.0%+136.7%1.588%
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4/12/2024 Fermata Advisors LLC302,933$9.39M2.1%-5.3%2.075%
3/15/2024B. Riley Wealth Advisors Inc.9,175$254K0.0%N/A0.100%
2/9/2024Paragon Private Wealth Management LLC32,332$896K0.6%+8.5%0.351%
2/9/2024 Gladstone Institutional Advisory LLC407,391$11.29M0.6%+5.4%4.428%
1/23/2024Householder Group Estate & Retirement Specialist LLC30,698$850K0.3%+111.2%0.334%
1/19/2024 Fermata Advisors LLC320,019$8.87M2.1%N/A3.478%
1/16/2024Raymond James Financial Services Advisors Inc.246,784$6.84M0.0%+2.9%2.682%
1/16/2024Raymond James & Associates97,970$2.72M0.0%+19.0%1.065%
1/11/2024 Amplius Wealth Advisors LLC860,497$23.84M2.9%-48.8%9.353%
11/15/2023Ameriprise Financial Inc.2,524,391$63.44M0.0%-5.9%27.439%
11/14/2023Paragon Private Wealth Management LLC29,786$749K0.6%+105.9%0.324%
11/13/2023LPL Financial LLC874,962$21.99M0.0%+176.0%9.510%
11/8/2023J.P. Morgan Private Wealth Advisors LLC17,671$444K0.0%+22.5%0.192%
11/8/2023Western Wealth Management LLC17,215$433K0.0%+3.0%0.187%
11/7/2023Kingsview Wealth Management LLC41,248$1.04M0.0%N/A0.448%
10/24/2023Raymond James Financial Services Advisors Inc.239,791$6.03M0.0%+8.8%2.606%
10/24/2023Raymond James & Associates82,362$2.07M0.0%+59.1%0.895%
10/23/2023Commonwealth Equity Services LLC24,447$614K0.0%+25.5%0.266%
10/17/2023 Amplius Wealth Advisors LLC1,681,189$42.25M5.7%-10.2%18.274%
10/10/2023Householder Group Estate & Retirement Specialist LLC14,537$365K0.1%N/A0.158%
8/30/2023Western Wealth Management LLC16,715$432K0.0%N/A0.182%
8/3/2023Paragon Private Wealth Management LLC14,464$374K0.3%+2.9%0.157%
7/31/2023LPL Financial LLC316,993$8.19M0.0%+2,469.4%3.446%
7/28/2023First Republic Investment Management Inc.14,421$373K0.0%+67.3%0.249%
7/26/2023 Amplius Wealth Advisors LLC1,871,386$48.36M6.5%N/A32.265%
7/25/2023Raymond James Financial Services Advisors Inc.220,426$5.70M0.0%-1.5%3.800%
7/25/2023Raymond James & Associates51,772$1.34M0.0%N/A0.893%
4/17/2023Paragon Private Wealth Management LLC14,054$337K0.3%N/A0.335%
4/14/2023Raymond James Financial Services Advisors Inc.223,715$5.37M0.0%+42.0%6.779%
2/8/2023Raymond James Financial Services Advisors Inc.157,596$3.58M0.0%+965.8%5.253%
2/7/2023LPL Financial LLC20,907$475K0.0%N/A0.697%
1/31/2023 Empirical Asset Management LLC23,044$524K0.6%+1.9%0.768%
10/25/2022Raymond James Financial Services Advisors Inc.14,786$312K0.0%N/A0.435%
10/19/2022 Empirical Asset Management LLC22,621$477K0.5%+58.3%0.665%
7/18/2022 Empirical Asset Management LLC14,294$318K0.3%N/A0.493%
4/15/2022Fulcrum Equity Management8,973$233K0.1%-16.5%0.690%
1/25/2022Fulcrum Equity Management10,743$289K0.1%+16.7%1.228%
5/18/2021Jane Street Group LLC42,169$1.13M0.0%+235.8%5.623%
5/17/2021Ameriprise Financial Inc.3,623,435$96.71M0.0%+7.1%483.125%
2/17/2021Jane Street Group LLC12,559$309K0.0%-78.6%0.354%
11/17/2020Jane Street Group LLC58,766$1.32M0.0%N/A1.767%
(Data available from 1/1/2016 forward)

RECS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RECS shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Columbia Research Enhanced Core ETF. The most heavily invested institutionals were LPL Financial LLC ($127.63M), Ameriprise Financial Inc. ($63.44M), Amplius Wealth Advisors LLC ($41.26M), Stratos Wealth Partners LTD. ($38.41M), Stratos Investment Management LLC ($32.50M), Thrivent Financial for Lutherans ($24.00M), and Osaic Holdings Inc. ($20.17M).Learn more on RECS's institutional investors.

Which institutional investors have been buying Columbia Research Enhanced Core ETF stock?

Of the 35 institutional investors that purchased Columbia Research Enhanced Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.11M), Amplius Wealth Advisors LLC ($2.07M), Stratos Investment Management LLC ($958.41K), Stratos Wealth Partners LTD. ($539.43K), Commonwealth Equity Services LLC ($386.54K), Fermata Advisors LLC ($320.02K), and Raymond James Financial Services Advisors Inc. ($304.47K).

How much institutional buying is happening at Columbia Research Enhanced Core ETF?

Institutional investors have bought a total of 8,131,358 shares in the last 24 months. This purchase volume represents approximately $241.77M in transactions.

Which Columbia Research Enhanced Core ETF major shareholders have been selling company stock?

The following institutional investors have sold Columbia Research Enhanced Core ETF stock in the last 24 months: Amplius Wealth Advisors LLC ($1.16M), Ameriprise Financial Inc. ($158.08K), Fermata Advisors LLC ($150.15K), and Raymond James Financial Services Advisors Inc. ($3.29K).

How much institutional selling is happening at Columbia Research Enhanced Core ETF?

Institutional investors have sold a total of 1,467,370 shares in the last 24 months. This volume of shares sold represents approximately $41.09M in transactions.



This page (NYSEARCA:RECS) was last updated on 11/2/2024 by MarketBeat.com Staff
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