Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

$31.44
+0.04 (+0.13%)
(As of 05/17/2024 06:40 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$102.90M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$32.11M
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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
5/10/2024 Osaic 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%
4/23/2024 Raymond James Financial Services Advisors Inc.276,013$8.55M0.0%+11.8%1.891%
4/22/2024 Raymond James & Associates231,896$7.18M0.0%+136.7%1.588%
4/12/2024 Fermata Advisors LLC302,933$9.39M2.1%-5.3%2.075%
3/15/2024 B. Riley Wealth Advisors Inc.9,175$254K0.0%N/A0.100%
2/9/2024 Paragon 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%
1/23/2024 Householder 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%
1/16/2024 Raymond James Financial Services Advisors Inc.246,784$6.84M0.0%+2.9%2.682%
1/16/2024 Raymond 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%
11/15/2023 Ameriprise Financial Inc.2,524,391$63.44M0.0%-5.9%27.439%
11/14/2023 Paragon Private Wealth Management LLC29,786$749K0.6%+105.9%0.324%
11/13/2023 LPL 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%
11/8/2023 Western Wealth Management LLC17,215$433K0.0%+3.0%0.187%
11/7/2023 Kingsview Wealth Management LLC41,248$1.04M0.0%N/A0.448%
10/24/2023 Raymond James Financial Services Advisors Inc.239,791$6.03M0.0%+8.8%2.606%
10/24/2023 Raymond 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%
10/10/2023 Householder Group Estate & Retirement Specialist LLC14,537$365K0.1%N/A0.158%
8/30/2023 Western Wealth Management LLC16,715$432K0.0%N/A0.182%
8/3/2023 Paragon Private Wealth Management LLC14,464$374K0.3%+2.9%0.157%
7/31/2023 LPL 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%
7/25/2023 Raymond James Financial Services Advisors Inc.220,426$5.70M0.0%-1.5%3.800%
7/25/2023 Raymond James & Associates51,772$1.34M0.0%N/A0.893%
4/17/2023 Paragon Private Wealth Management LLC14,054$337K0.3%N/A0.335%
4/14/2023 Raymond James Financial Services Advisors Inc.223,715$5.37M0.0%+42.0%6.779%
2/8/2023 Raymond James Financial Services Advisors Inc.157,596$3.58M0.0%+965.8%5.253%
2/7/2023 LPL Financial LLC20,907$475K0.0%N/A0.697%
1/31/2023 Empirical Asset Management LLC23,044$524K0.6%+1.9%0.768%
10/25/2022 Raymond 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%
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4/15/2022 Fulcrum Equity Management8,973$233K0.1%-16.5%0.690%
1/25/2022 Fulcrum Equity Management10,743$289K0.1%+16.7%1.228%
5/18/2021 Jane Street Group LLC42,169$1.13M0.0%+235.8%5.623%
5/17/2021 Ameriprise Financial Inc.3,623,435$96.71M0.0%+7.1%483.125%
2/17/2021 Jane Street Group LLC12,559$309K0.0%-78.6%0.354%
11/17/2020 Jane Street Group LLC58,766$1.32M0.0%N/A1.767%
5/15/2020 Jane Street Group LLC14,394$246K0.0%N/A0.823%
(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, 18 institutional investors and hedge funds held shares of Columbia Research Enhanced Core ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($63.44M), Amplius Wealth Advisors LLC ($23.84M), LPL Financial LLC ($21.99M), Osaic Holdings Inc. ($20.17M), Gladstone Institutional Advisory LLC ($11.29M), Fermata Advisors LLC ($9.39M), and Raymond James Financial Services Advisors Inc. ($8.55M).Learn more on RECS's institutional investors.

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

Of the 17 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: Amplius Wealth Advisors LLC ($1.87M), LPL Financial LLC ($883.53K), Fermata Advisors LLC ($320.02K), Raymond James Financial Services Advisors Inc. ($279.30K), Raymond James & Associates ($231.90K), Commonwealth Equity Services LLC ($212.33K), and Osaic Holdings Inc. ($156.44K).

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

Institutional investors have bought a total of 4,147,024 shares in the last 24 months. This purchase volume represents approximately $109.36M 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 ($1.01M), Ameriprise Financial Inc. ($158.08K), Fermata Advisors LLC ($17.09K), 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 1,189,348 shares in the last 24 months. This volume of shares sold represents approximately $32.11M in transactions.


This page (NYSEARCA:RECS) was last updated on 5/20/2024 by MarketBeat.com Staff

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