Who owns COLUMBIA TR I?
- Ticker: INEQ
- CUSIP Number: 19761l862
Tip: Access positions for across all investors
Analyze quarterly positions in Columbia Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Columbia Tr I stock
Who bought or sold COLUMBIA TR I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Private Advisor | 415k | $16M | 105% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 180k | $7.0M | 100% | Mar 2026 |
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| SRS Capital Advisors | 175k | $6.7M | 100% | Jun 2026 |
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| LPL Financial | 149k | $5.7M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 120k | $4.6M | 8% | Jun 2026 |
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| Retirement Planning Group | 58k | $2.2M | 15% | Jun 2026 |
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| Financial Insights | 56k | $2.2M | 0% | Mar 2026 |
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| Westside Investment Management | 46k | $1.8M | -1% | Jun 2026 |
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| Flow Traders US | 45k | $1.7M | 21% | Jun 2026 |
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| LaSalle St. Investment Advisors | 44k | $1.7M | 324% | Jun 2026 |
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| Benjamin Edwards | 44k | $1.7M | -6% | Jun 2026 |
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| Envestnet Asset Management | 40k | $1.5M | 22% | Jun 2026 |
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| Harbour Investments | 28k | $1.1M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 27k | $1.1M | 28% | Jun 2026 |
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| Pnc Financial Services | 25k | $968k | 41% | Jun 2026 |
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| HBW Advisory Services | 25k | $955k | 6% | Jun 2026 |
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| Susquehanna International | 19k | $732k | -4% | Jun 2026 |
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| Jane Street | 18k | $675k | -95% | Jun 2026 |
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| Axis Wealth Partners | 9.5k | $367k | 64% | Jun 2026 |
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| VestGen Advisors | 7.0k | $270k | -1% | Jun 2026 |
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| Ameriprise Financial | 6.8k | $261k | 21% | Jun 2026 |
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| Legacy Financial Advisors | 6.5k | $251k | 6% | Jun 2026 |
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| Madison Wealth Partners | 5.7k | $219k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 4.8k | $184k | 100% | Jun 2026 |
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| AdvisorNet Financial | 2.0k | $78k | 0% | Jun 2026 |
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| Farther Finance Advisors | 2.0k | $77k | 0% | Jun 2026 |
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| Advisor Group Holdings | 2.0k | $77k | -2% | Jun 2026 |
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| Medallion Wealth Advisors | 553.00 | $21k | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 500.00 | $19k | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 158.00 | $6.1k | 0% | Jun 2026 |
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| UBS Group | 137.00 | $5.3k | 100% | Jun 2026 |
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| Mercer Global Advisors | 130.00 | $5.0k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 84.00 | $3.2k | 100% | Jun 2026 |
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| Morgan Stanley | 1.00 | $58.000000 | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $34.000000 | 100% | Jun 2026 |
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Who sold out of Columbia Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global Retirement Partners | Dec 2025 | 291.00 | $11k |