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Columbia Multi-Sect Muni Inc (MUST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,850,769 from 3,872,933
Change-1,022,164 (-26%)
Value$54.5M (-$26.1M)
Filed 2026-11-06
Haven Private, LLC
INCREASED
Shares1,301,296 from 1,188,853
Change+112,443 (+9%)
Value$24.9M (+$152.6K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares434,326 from 410,031
Change+24,295 (+6%)
Value$8.3M (-$224.3K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares290,222 from 247,898
Change+42,324 (+17%)
Value$5.5M (+$392.7K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
DECREASED
Shares184,475 from 292,528
Change-108,053 (-37%)
Value$3.5M (-$2.4M)
Filed 2026-10-29
Frederick Financial Consultants, LLC
INCREASED
Shares182,149 from 158,981
Change+23,168 (+15%)
Value$3.5M (+$175.9K)
Filed 2026-10-29
Global Wealth Strategies & Associates
DECREASED
Shares171,658 from 176,439
Change-4,781 (-3%)
Value$3.3M (-$387.8K)
Filed 2026-10-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares170,029 from 87,713
Change+82,316 (+94%)
Value$3.3M (+$1.5M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares157,772 from 285,067
Change-127,295 (-45%)
Value$3.0M (-$2.9M)
Filed 2026-11-02
Baker Avenue Asset Management, LP
DECREASED
Shares153,627 from 166,062
Change-12,435 (-7%)
Value$2.9M (-$516.7K)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares149,003 from 135,384
Change+13,619 (+10%)
Value$2.8M (+$33.0K)
Filed 2026-11-05
Genesis Private Wealth, LLC
INCREASED
Shares141,852 from 141,222
Change+630 (+0%)
Value$2.7M (-$225.2K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
DECREASED
Shares81,522 from 107,120
Change-25,598 (-24%)
Value$1.6M (-$669.4K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
INCREASED
Shares67,569 from 67,556
Change+13 (+0%)
Value$1.3M (-$113.3K)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares47,000 from 47,000
Change0 (0%)
Value$898.6K (-$79.0K)
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares38,148
Change+38,148
Value$729.4K
Filed 2026-10-15
Moneywise, Inc.
INCREASED
Shares37,977 from 37,859
Change+118 (+0%)
Value$726.1K (-$61.4K)
Filed 2026-10-30
Lakeside Advisors, Inc.
UNCHANGED
Shares36,340 from 36,340
Change0 (0%)
Value$694.8K (-$61.1K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares36,332 from 37,268
Change-936 (-3%)
Value$694.7K (-$80.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares30,430 from 34,384
Change-3,954 (-11%)
Value$581.8K (-$133.4K)
Filed 2026-10-08
Davenport & Co LLC
INCREASED
Shares25,184 from 20,886
Change+4,298 (+21%)
Value$481.5K (+$47.1K)
Filed 2026-10-14
Joseph Group Capital Management
NEW
Shares24,354
Change+24,354
Value$465.6K
Filed 2026-11-04
Roan Capital Partners
DECREASED
Shares19,912 from 19,958
Change-46 (0%)
Value$380.7K (-$34.4K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
INCREASED
Shares17,840 from 17,693
Change+147 (+1%)
Value$341.1K (-$26.9K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares17,774 from 19,622
Change-1,848 (-9%)
Value$339.8K (-$68.3K)
Filed 2026-10-05
Paragon Private Wealth Management, LLC
DECREASED
Shares15,533 from 19,068
Change-3,535 (-19%)
Value$297.0K (-$99.6K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
NEW
Shares14,517
Change+14,517
Value$277.6K
Filed 2026-10-16
Horst & Graben Wealth Management LLC
INCREASED
Shares12,807 from 12,744
Change+63 (+0%)
Value$244.9K (-$18.6K)
Filed 2026-11-02
Integrity Wealth Advisors, Inc.
NEW
Shares12,184
Change+12,184
Value$233.0K
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares10,076 from 23,284
Change-13,208 (-57%)
Value$192.7K (-$291.7K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares5,011 from 4,796
Change+215 (+4%)
Value$95.8K (-$3.9K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares3,071 from 3,677
Change-606 (-16%)
Value$58.7K (-$17.8K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares1,981 from 1,768
Change+213 (+12%)
Value$37.9K (+$1.1K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$16.7K (-$1.1K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
NEW
Shares512
Change+512
Value$9.8K
Filed 2026-10-20
Assetmark, Inc
NEW
Shares425
Change+425
Value$8.1K
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$27 (-$2)
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 81,654
Change-81,654 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Rare Wolf Capital LLC
CLOSED
Shares0 from 33,864
Change-33,864 (-100%)
Value$0 (-$704.4K)
Filed 2026-10-20
Vested Financial Planning, LLC
CLOSED
Shares0 from 25,909
Change-25,909 (-100%)
Value$0 (-$538.9K)
Filed 2026-10-28
Prospera Financial Services Inc
CLOSED
Shares0 from 12,900
Change-12,900 (-100%)
Value$0 (-$268.3K)
Filed 2026-11-04
Truist Financial Corp
CLOSED
Shares0 from 12,552
Change-12,552 (-100%)
Value$0 (-$261.1K)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 5,840,141
Change-5,840,141 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,942,343
Change-2,942,343 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,492,122
Change-1,492,122 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,037,444
Change-1,037,444 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 334,757
Change-334,757 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 290,660
Change-290,660 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 246,431
Change-246,431 (-100%)
Value—
UBS Group AG
N/A
Shares— from 242,081
Change-242,081 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 238,271
Change-238,271 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 229,666
Change-229,666 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 195,462
Change-195,462 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 152,918
Change-152,918 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 125,856
Change-125,856 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 107,507
Change-107,507 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 97,360
Change-97,360 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 74,794
Change-74,794 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 71,605
Change-71,605 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 66,237
Change-66,237 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 63,782
Change-63,782 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,491
Change-58,491 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 51,320
Change-51,320 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 49,878
Change-49,878 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,783
Change-46,783 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 41,073
Change-41,073 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,672
Change-33,672 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,731
Change-31,731 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,909
Change-25,909 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 24,750
Change-24,750 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,844
Change-19,844 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,013
Change-19,013 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,326
Change-18,326 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 15,577
Change-15,577 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,560
Change-15,560 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 14,459
Change-14,459 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,023
Change-14,023 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,461
Change-13,461 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,451
Change-13,451 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,727
Change-9,727 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 512
Change-512 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,850,7693,872,933-1,022,164-26%$80.6M$54.5M-$26.1M2026-11-06
Haven Private, LLC
INCREASED1,301,2961,188,853+112,443+9%$24.7M$24.9M+$152.6K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED434,326410,031+24,295+6%$8.5M$8.3M-$224.3K2026-10-16
Daymark Wealth Partners, LLC
INCREASED290,222247,898+42,324+17%$5.2M$5.5M+$392.7K2026-11-04
ARQ Wealth Advisors, LLC
DECREASED184,475292,528-108,053-37%$6.0M$3.5M-$2.4M2026-10-29
Frederick Financial Consultants, LLC
INCREASED182,149158,981+23,168+15%$3.3M$3.5M+$175.9K2026-10-29
Global Wealth Strategies & Associates
DECREASED171,658176,439-4,781-3%$3.7M$3.3M-$387.8K2026-10-02
Wealth Enhancement Advisory Services, LLC
INCREASED170,02987,713+82,316+94%$1.8M$3.3M+$1.5M2026-10-13
Commonwealth Equity Services, LLC
DECREASED157,772285,067-127,295-45%$5.9M$3.0M-$2.9M2026-11-02
Baker Avenue Asset Management, LP
DECREASED153,627166,062-12,435-7%$3.5M$2.9M-$516.7K2026-11-06
Central Trust Co
INCREASED149,003135,384+13,619+10%$2.8M$2.8M+$33.0K2026-11-05
Genesis Private Wealth, LLC
INCREASED141,852141,222+630+0%$2.9M$2.7M-$225.2K2026-11-02
Amplius Wealth Advisors, LLC
DECREASED81,522107,120-25,598-24%$2.2M$1.6M-$669.4K2026-10-20
Lake Street Private Wealth, LLC
INCREASED67,56967,556+13+0%$1.4M$1.3M-$113.3K2026-10-22
Westside Investment Management, Inc.
UNCHANGED47,00047,00000%$977.6K$898.6K-$79.0K2026-11-02
Blue Trust, Inc.
NEW38,148—+38,148——$729.4K—2026-10-15
Moneywise, Inc.
INCREASED37,97737,859+118+0%$787.5K$726.1K-$61.4K2026-10-30
Lakeside Advisors, Inc.
UNCHANGED36,34036,34000%$755.9K$694.8K-$61.1K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED36,33237,268-936-3%$775.2K$694.7K-$80.5K2026-11-04
Farther Finance Advisors, LLC
DECREASED30,43034,384-3,954-11%$715.2K$581.8K-$133.4K2026-10-08
Davenport & Co LLC
INCREASED25,18420,886+4,298+21%$434.4K$481.5K+$47.1K2026-10-14
Joseph Group Capital Management
NEW24,354—+24,354——$465.6K—2026-11-04
Roan Capital Partners
DECREASED19,91219,958-460%$415.1K$380.7K-$34.4K2026-10-09
Flagship Harbor Advisors, LLC
INCREASED17,84017,693+147+1%$368.0K$341.1K-$26.9K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED17,77419,622-1,848-9%$408.1K$339.8K-$68.3K2026-10-05
Paragon Private Wealth Management, LLC
DECREASED15,53319,068-3,535-19%$396.6K$297.0K-$99.6K2026-10-20
Robertson Stephens Wealth Management, LLC
NEW14,517—+14,517——$277.6K—2026-10-16
Horst & Graben Wealth Management LLC
INCREASED12,80712,744+63+0%$263.4K$244.9K-$18.6K2026-11-02
Integrity Wealth Advisors, Inc.
NEW12,184—+12,184——$233.0K—2026-10-29
Fifth Third Bancorp
DECREASED10,07623,284-13,208-57%$484.3K$192.7K-$291.7K2026-11-05
Private Trust Co NA
INCREASED5,0114,796+215+4%$99.8K$95.8K-$3.9K2026-10-20
IFP Advisors, Inc
DECREASED3,0713,677-606-16%$76.5K$58.7K-$17.8K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED1,9811,768+213+12%$36.8K$37.9K+$1.1K2026-11-04
Compass Financial Management LLC
UNCHANGED87587500%$17.8K$16.7K-$1.1K2026-10-30
Atlantic Edge Private Wealth Management, LLC
NEW512—+512——$9.8K—2026-10-20
Assetmark, Inc
NEW425—+425——$8.1K—2026-10-21
Larson Financial Group LLC
UNCHANGED1100%$29$27-$22026-11-05
Arbor Capital Management Inc
CLOSED081,654-81,654-100%$1.7M$0-$1.7M2026-10-21
Rare Wolf Capital LLC
CLOSED033,864-33,864-100%$704.4K$0-$704.4K2026-10-20
Vested Financial Planning, LLC
CLOSED025,909-25,909-100%$538.9K$0-$538.9K2026-10-28
Prospera Financial Services Inc
CLOSED012,900-12,900-100%$268.3K$0-$268.3K2026-11-04
Truist Financial Corp
CLOSED012,552-12,552-100%$261.1K$0-$261.1K2026-10-30
Morgan Stanley
N/A—5,840,141-5,840,141-100%$121.5M———
Ameriprise Financial Inc
N/A—2,942,343-2,942,343-100%$61.2M———
Bank of America Corp
N/A—1,492,122-1,492,122-100%$31.0M———
Wells Fargo & Company
N/A—1,037,444-1,037,444-100%$21.6M———
Waverly Advisors, LLC
N/A—334,757-334,757-100%$7.0M———
Raymond James Financial Inc
N/A—290,660-290,660-100%$6.0M———
Royal Bank of Canada
N/A—246,431-246,431-100%$5.1M———
UBS Group AG
N/A—242,081-242,081-100%$5.0M———
Private Advisor Group, LLC
N/A—238,271-238,271-100%$5.0M———
Spartan Wealth Advisory Services LLC
N/A—229,666-229,666-100%$4.8M———
Osaic Holdings, Inc.
N/A—195,462-195,462-100%$4.1M———
Captrust Financial Advisors
N/A—152,918-152,918-100%$3.2M———
Cetera Investment Advisers
N/A—125,856-125,856-100%$2.6M———
Foundations Investment Advisors, LLC
N/A—107,507-107,507-100%$2.2M———
NorthRock Partners, LLC
N/A—97,360-97,360-100%$2.0M———
Goldman Sachs Group Inc
N/A—74,794-74,794-100%$1.6M———
Mariner, LLC
N/A—71,605-71,605-100%$1.5M———
JPMorgan Chase & Co
N/A—66,237-66,237-100%$1.4M———
Condor Capital Management
N/A—63,782-63,782-100%$1.3M———
Envestnet Asset Management Inc
N/A—58,491-58,491-100%$1.2M———
Vestmark Advisory Solutions, Inc.
N/A—51,320-51,320-100%$1.1M———
LM Advisors LLC
N/A—49,878-49,878-100%$1.0M———
Summit Financial, LLC
N/A—46,783-46,783-100%$973.1K———
Integrated Wealth Concepts LLC
N/A—41,073-41,073-100%$854.3K———
Focus Partners Wealth
N/A—33,672-33,672-100%$700.4K———
Janney Montgomery Scott LLC
N/A—31,731-31,731-100%$660.0K———
GeoWealth Management, LLC
N/A—25,909-25,909-100%$538.9K———
Gateway Wealth Partners, LLC
N/A—24,750-24,750-100%$514.8K———
World Investment Advisors
N/A—19,844-19,844-100%$407.0K———
MML Investors Services, LLC
N/A—19,013-19,013-100%$395.5K———
Advisory Services Network, LLC
N/A—18,326-18,326-100%$381.2K———
Bleakley Financial Group, LLC
N/A—15,577-15,577-100%$324.0K———
Rockefeller Capital Management L.P.
N/A—15,560-15,560-100%$323.6K———
Redwood Investment Management, LLC
N/A—15,101-15,101-100%$314.0K———
Jane Street Group, LLC
N/A—14,669-14,669-100%$305.1K———
Liberty Square Wealth Partners LLC
N/A—14,459-14,459-100%$300.7K———
Stifel Financial Corp
N/A—14,023-14,023-100%$291.7K———
NewEdge Advisors, LLC
N/A—13,461-13,461-100%$280.0K———
Cvfg LLC
N/A—13,451-13,451-100%$279.8K———
C M Bidwell & Associates LTD
N/A—13,127-13,127-100%$273.0K———
OneAscent Financial Services LLC
N/A—12,340-12,340-100%$256.7K———
Centaurus Financial, Inc.
N/A—10,401-10,401-100%$216.0K———
Northwestern Mutual Wealth Management Co
N/A—10,115-10,115-100%$210.4K———
FMR LLC
N/A—9,727-9,727-100%$202.3K———
Global Retirement Partners, LLC
N/A—1,256-1,256-100%$26.1K———
Geneos Wealth Management Inc.
N/A—1,000-1,000-100%$20.8K———
Jones Financial Companies Lllp
N/A—512-512-100%$10.6K———
Tower Research Capital LLC (TRC)
N/A—100-100-100%$2.1K———
Showing 90 of 90 institutions