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Columbia Tr I shares owned by LPL Financial

Quarter-by-quarter ownership of Columbia Tr I (INEQ) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Columbia Tr I

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All positions including Columbia Tr I held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Tr I by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 71k 37.34
2025-06-30 $1.9M 55k 35.46
2025-03-31 $1.1M 35k 32.41
2024-12-31 $565k 19k 29.34
2024-09-30 $649k 20k 32.00
2024-06-30 $515k 17k 30.38

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View all positions for LPL Financial

Top funds holding Columbia Tr I

Ameriprise Financial
Jane Street
LPL Financial
Benjamin Edwards
Westside Investment Management
Citadel Advisors
Susquehanna International
Envestnet Asset Management
HBW Advisory Services
Pnc Financial Services
Legacy Financial Advisors
Commonwealth Equity Services
Advisor Group Holdings
Farther Finance Advisors
AdvisorNet Financial

View all funds holding Columbia Tr I