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Columbia Multi-Sect Muni Inc (MUST)

CUSIP: 19761L607 | NYSE | 180 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Haven Private, LLC1,301,296
9.8% of portfolio›$24.9M
Concurrent Investment Advisors, LLC434,326
0.1% of portfolio›$8.3M
Daymark Wealth Partners, LLC290,222
0.1% of portfolio›$5.5M
ARQ Wealth Advisors, LLC184,475
0.4% of portfolio›$3.5M
Frederick Financial Consultants, LLC182,149
1.4% of portfolio›$3.5M
Global Wealth Strategies & Associates171,658
0.6% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC170,029
0.0% of portfolio›$3.3M
Commonwealth Equity Services, LLC157,772
0.0% of portfolio›$3.0M
Central Trust Co149,003
0.1% of portfolio›$2.8M
Genesis Private Wealth, LLC141,852
0.8% of portfolio›$2.7M
Amplius Wealth Advisors, LLC81,522
0.1% of portfolio›$1.6M
Lake Street Private Wealth, LLC67,569
0.1% of portfolio›$1.3M
Westside Investment Management, Inc.47,000
0.1% of portfolio›$898.6K
Blue Trust, Inc.38,148
0.0% of portfolio›$729.4K
Moneywise, Inc.37,977
0.7% of portfolio›$726.1K
Lakeside Advisors, Inc.36,340
0.4% of portfolio›$694.8K
Cornerstone Wealth Management, LLC36,332
0.0% of portfolio›$694.7K
Farther Finance Advisors, LLC30,430
0.0% of portfolio›$581.8K
Davenport & Co LLC25,184
0.0% of portfolio›$481.5K
Joseph Group Capital Management24,354
0.1% of portfolio›$465.6K
Roan Capital Partners19,912
0.3% of portfolio›$380.7K
Flagship Harbor Advisors, LLC17,840
0.0% of portfolio›$341.1K
MassMutual Private Wealth & Trust, FSB17,774
0.0% of portfolio›$339.8K
Paragon Private Wealth Management, LLC15,533
0.1% of portfolio›$297.0K
Robertson Stephens Wealth Management, LLC14,517
0.0% of portfolio›$277.6K
Horst & Graben Wealth Management LLC12,807
0.0% of portfolio›$244.9K
Integrity Wealth Advisors, Inc.12,184
0.1% of portfolio›$233.0K
Fifth Third Bancorp10,076
0.0% of portfolio›$192.7K
Private Trust Co NA5,011
0.0% of portfolio›$95.8K
IFP Advisors, Inc3,071
0.0% of portfolio›$58.7K
EverSource Wealth Advisors, LLC1,981
0.0% of portfolio›$37.9K
Compass Financial Management LLC875
0.0% of portfolio›$16.7K
Atlantic Edge Private Wealth Management, LLC512
0.0% of portfolio›$9.8K
Assetmark, Inc425
0.0% of portfolio›$8.1K
Larson Financial Group LLC1
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Haven Private, LLC
1,301,296$24.9M9.8%ETFMediumOrlando, FL2026-10-27
Concurrent Investment Advisors, LLC
434,326$8.3M0.1%GrowthMediumTampa, FL2026-10-16
Daymark Wealth Partners, LLC
290,222$5.5M0.1%CoreLowCincinnati, OH2026-11-04
ARQ Wealth Advisors, LLC
184,475$3.5M0.4%ETFLowScottsdale, AZ2026-10-29
Frederick Financial Consultants, LLC
182,149$3.5M1.4%ETFVery LowFrederick, MD2026-10-29
Global Wealth Strategies & Associates
171,658$3.3M0.6%ETFLowDenver, CO2026-10-02
Wealth Enhancement Advisory Services, LLC
170,029$3.3M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
157,772$3.0M0.0%ETFLowWaltham, MA2026-11-02
Central Trust Co
149,003$2.8M0.1%CoreLowJefferson City, MO2026-11-05
Genesis Private Wealth, LLC
141,852$2.7M0.8%ETFLowAshburn, VA2026-11-02
Amplius Wealth Advisors, LLC
81,522$1.6M0.1%ETFLowBlue Bell, PA2026-10-20
Lake Street Private Wealth, LLC
67,569$1.3M0.1%GrowthLowChicago, IL2026-10-22
Westside Investment Management, Inc.
47,000$898.6K0.1%GrowthLowSanta Monica, CA2026-11-02
Blue Trust, Inc.
38,148$729.4K0.0%ETFLowBrentwood, TN2026-10-15
Moneywise, Inc.
37,977$726.1K0.7%ETFMediumForest, VA2026-10-30
Lakeside Advisors, Inc.
36,340$694.8K0.4%CoreVery LowSeattle, WA2026-10-20
Cornerstone Wealth Management, LLC
36,332$694.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Farther Finance Advisors, LLC
30,430$581.8K0.0%IndexLowSan Francisco, CA2026-10-08
Davenport & Co LLC
25,184$481.5K0.0%CoreMediumRichmond, VA2026-10-14
Joseph Group Capital Management
24,354$465.6K0.1%ETFLowColumbus, OH2026-11-04
Roan Capital Partners
19,912$380.7K0.3%ETFMediumJohnson City, TN2026-10-09
Flagship Harbor Advisors, LLC
17,840$341.1K0.0%ETFMediumBoston, MA2026-10-26
MassMutual Private Wealth & Trust, FSB
17,774$339.8K0.0%CoreLowSpringfield, MA2026-10-05
Paragon Private Wealth Management, LLC
15,533$297.0K0.1%GrowthLowLexington, KY2026-10-20
Robertson Stephens Wealth Management, LLC
14,517$277.6K0.0%ETFMediumSan Francisco, CA2026-10-16
Horst & Graben Wealth Management LLC
12,807$244.9K0.0%ETFMediumPortland, OR2026-11-02
Integrity Wealth Advisors, Inc.
12,184$233.0K0.1%ETFMediumVentura, CA2026-10-29
Fifth Third Bancorp
10,076$192.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
5,011$95.8K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
3,071$58.7K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
1,981$37.9K0.0%CoreMediumBirmingham, AL2026-11-04
Compass Financial Management LLC
875$16.7K0.0%CoreN/ATampa, FL2026-10-30
Atlantic Edge Private Wealth Management, LLC
512$9.8K0.0%CoreLowJacksonville, FL2026-10-20
Assetmark, Inc
425$8.1K0.0%ETFLowConcord, CA2026-10-21
Larson Financial Group LLC
1$270.0%GrowthLowSt Louis, MO2026-11-05