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Columbia US ESG Eqty Inc ETF (ESGSUSD)

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ameriprise Financial Inc
DECREASED
Shares423,224 from 450,124
Change-26,900 (-6%)
Value$18.8M (+$553.5K)
Filed 2024-05-15
Sowell Financial Services LLC
NEW
Shares118,705
Change+118,705
Value$5.3M
Filed 2024-05-03
LPL Financial LLC
INCREASED
Shares117,803 from 84,389
Change+33,414 (+40%)
Value$5.2M (+$1.8M)
Filed 2024-05-10
NewEdge Advisors, LLC
INCREASED
Shares89,037 from 81,928
Change+7,109 (+9%)
Value$4.0M (+$618.7K)
Filed 2024-05-14
Susquehanna International Group, LLP
INCREASED
Shares48,671 from 39,067
Change+9,604 (+25%)
Value$2.2M (+$579.7K)
Filed 2024-05-07
Prism Advisors, Inc.
INCREASED
Shares29,605 from 28,731
Change+874 (+3%)
Value$1.3M (+$150.7K)
Filed 2024-04-05
GeoWealth Management, LLC
NEW
Shares23,036
Change+23,036
Value$1.0M
Filed 2024-05-15
Goldman Sachs Group Inc
INCREASED
Shares17,650 from 9,250
Change+8,400 (+91%)
Value$786.0K (+$410.1K)
Filed 2024-05-15
Citadel Advisors LLC
NEW
Shares16,419
Change+16,419
Value$731.2K
Filed 2024-05-15
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares15,853 from 13,010
Change+2,843 (+22%)
Value$706.0K (+$177.2K)
Filed 2024-04-22
Private Advisor Group, LLC
DECREASED
Shares12,096 from 14,720
Change-2,624 (-18%)
Value$538.7K (-$59.6K)
Filed 2024-04-30
Allworth Financial LP
UNCHANGED
Shares11,589 from 11,589
Change0 (0%)
Value$516.1K (+$45.1K)
Filed 2024-04-25
Redwood Financial Network Corp
NEW
Shares10,792
Change+10,792
Value$480.6K
Filed 2024-05-02
JPMorgan Chase & Co
UNCHANGED
Shares10,482 from 10,482
Change0 (0%)
Value$466.8K (+$40.8K)
Filed 2024-12-26
Parcion Private Wealth LLC
DECREASED
Shares7,994 from 9,406
Change-1,412 (-15%)
Value$356.0K (-$26.3K)
Filed 2024-04-24
Signal Advisors Wealth, LLC
INCREASED
Shares7,573 from 7,546
Change+27 (+0%)
Value$337.2K (+$30.5K)
Filed 2024-04-10
CWM, LLC
DECREASED
Shares7,536 from 31,247
Change-23,711 (-76%)
Value$336 (-$934)
Filed 2024-04-05
Maripau Wealth Management LLC
INCREASED
Shares6,878 from 6,851
Change+27 (+0%)
Value$306.3K (+$27.8K)
Filed 2024-05-14
Commonwealth Equity Services, LLC
NEW
Shares5,535
Change+5,535
Value$247
Filed 2024-04-29
Keudell ison Wealth Management
INCREASED
Shares5,260 from 5,185
Change+75 (+1%)
Value$234.2K (+$23.5K)
Filed 2024-05-07
Fermata Advisors, LLC
NEW
Shares4,539
Change+4,539
Value$202.1K
Filed 2024-04-12
Wells Financial Advisors Inc
INCREASED
Shares1,706 from 991
Change+715 (+72%)
Value$76.0K (+$35.7K)
Filed 2024-05-14
NorthRock Partners, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$75.7K (+$6.6K)
Filed 2025-04-22
Archer Investment Corp
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$72.1K (+$6.3K)
Filed 2024-05-09
Carolina Wealth Advisors, LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$35.8K (+$3.1K)
Filed 2024-04-05
Principal Securities, Inc.
INCREASED
Shares734 from 251
Change+483 (+192%)
Value$32.7K (+$22.5K)
Filed 2024-05-10
Royal Bank of Canada
DECREASED
Shares700 from 1,000
Change-300 (-30%)
Value$31.0K (-$9.0K)
Filed 2024-11-05
Global Retirement Partners, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$25.5K (+$2.5K)
Filed 2024-04-23
Osaic Holdings, Inc.
DECREASED
Shares428 from 1,234
Change-806 (-65%)
Value$19.1K (-$31.1K)
Filed 2024-05-10
FMR LLC
NEW
Shares1
Change+1
Value$45
Filed 2026-11-05
Wells Fargo & Company
INCREASED
Shares1 from 0
Change+1
Value$46 (+$42)
Filed 2024-05-10
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
Ameriprise Financial Inc
DECREASED423,224450,124-26,900-6%$18.3M$18.8M+$553.5K2024-05-15
Sowell Financial Services LLC
NEW118,705—+118,705——$5.3M—2024-05-03
LPL Financial LLC
INCREASED117,80384,389+33,414+40%$3.4M$5.2M+$1.8M2024-05-10
NewEdge Advisors, LLC
INCREASED89,03781,928+7,109+9%$3.3M$4.0M+$618.7K2024-05-14
Susquehanna International Group, LLP
INCREASED48,67139,067+9,604+25%$1.6M$2.2M+$579.7K2024-05-07
Prism Advisors, Inc.
INCREASED29,60528,731+874+3%$1.2M$1.3M+$150.7K2024-04-05
GeoWealth Management, LLC
NEW23,036—+23,036——$1.0M—2024-05-15
Goldman Sachs Group Inc
INCREASED17,6509,250+8,400+91%$375.9K$786.0K+$410.1K2024-05-15
Citadel Advisors LLC
NEW16,419—+16,419——$731.2K—2024-05-15
Raymond James Financial Services Advisors, Inc.
INCREASED15,85313,010+2,843+22%$528.8K$706.0K+$177.2K2024-04-22
Private Advisor Group, LLC
DECREASED12,09614,720-2,624-18%$598.3K$538.7K-$59.6K2024-04-30
Allworth Financial LP
UNCHANGED11,58911,58900%$471.0K$516.1K+$45.1K2024-04-25
Redwood Financial Network Corp
NEW10,792—+10,792——$480.6K—2024-05-02
JPMorgan Chase & Co
UNCHANGED10,48210,48200%$426.0K$466.8K+$40.8K2024-12-26
Parcion Private Wealth LLC
DECREASED7,9949,406-1,412-15%$382.3K$356.0K-$26.3K2024-04-24
Signal Advisors Wealth, LLC
INCREASED7,5737,546+27+0%$306.7K$337.2K+$30.5K2024-04-10
CWM, LLC
DECREASED7,53631,247-23,711-76%$1.3K$336-$9342024-04-05
Maripau Wealth Management LLC
INCREASED6,8786,851+27+0%$278.5K$306.3K+$27.8K2024-05-14
Commonwealth Equity Services, LLC
NEW5,535—+5,535——$247—2024-04-29
Keudell ison Wealth Management
INCREASED5,2605,185+75+1%$210.7K$234.2K+$23.5K2024-05-07
Fermata Advisors, LLC
NEW4,539—+4,539——$202.1K—2024-04-12
Wells Financial Advisors Inc
INCREASED1,706991+715+72%$40.3K$76.0K+$35.7K2024-05-14
NorthRock Partners, LLC
UNCHANGED1,7001,70000%$69.1K$75.7K+$6.6K2025-04-22
Archer Investment Corp
UNCHANGED1,6201,62000%$65.8K$72.1K+$6.3K2024-05-09
Carolina Wealth Advisors, LLC
UNCHANGED80580500%$32.7K$35.8K+$3.1K2024-04-05
Principal Securities, Inc.
INCREASED734251+483+192%$10.2K$32.7K+$22.5K2024-05-10
Royal Bank of Canada
DECREASED7001,000-300-30%$40.0K$31.0K-$9.0K2024-11-05
Global Retirement Partners, LLC
UNCHANGED57257200%$23.0K$25.5K+$2.5K2024-04-23
Osaic Holdings, Inc.
DECREASED4281,234-806-65%$50.2K$19.1K-$31.1K2024-05-10
FMR LLC
NEW1—+1——$45—2026-11-05
Wells Fargo & Company
INCREASED10+1—$4$46+$422024-05-10
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 32 of 32 institutions