Columbia Multi-Sect MuniMUSTETF
13F holders, Q1 2024 (March 31)67holders
$20.66avg. 13F price*
At the end of Q1 2024, 67 institutions reported holding Columbia Multi-Sect Muni Inc. (MUST) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($56.8M), Wells Fargo & Company ($34.2M) and LPL Financial LLC ($19.8M).
- Company
- Columbia Multi-Sect Muni Inc.
- CUSIP
- 19761L607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.2M |
| Exits | 5 | $1.1M |
Ownership 67 holders
| Ameriprise Financial Inc. | 0.02% | Reduce -19.8% | 2,750,006 | $56.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 1,654,890 | $34.2M |
| LPL Financial LLC | 0.01% | Add +61.9% | 960,665 | $19.8M |
| Morgan Stanley | 0.00% | Reduce -4.8% | 826,364 | $17.1M |
| Bank of America Corp. | 0.00% | Add +2.2% | 606,674 | $12.5M |
| AlphaQ Advisors LLC | 6.21% | Add +22.0% | 499,146 | $10.3M |
| UBS Group AG | 0.00% | Reduce -33.8% | 422,741 | $8.7M |
| TruWealth Advisors, LLC | 0.59% | Add +3.7% | 407,776 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +41.1% | 373,461 | $7.7M |
| Moneywise, Inc. | 4.00% | Reduce -13.8% | 355,998 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +108.8% | 299,297 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.5% | 285,689 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.3% | 212,025 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.9% | 118,290 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 109,039 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +5.0% | 101,325 | $2.1M |
| Global Wealth Strategies & Associates | 0.72% | Add +1.5% | 92,829 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +133.7% | 92,573 | $1.9M |
| Cetera Investment Advisers | 0.00% | New | 85,620 | $1.8M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -16.7% | 79,168 | $1.6M |
| Arbor Capital Management Inc. | 1.37% | Reduce -5.2% | 70,655 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.16% | Reduce -75.9% | 69,198 | $1.4M |
| Lake Street Private Wealth, LLC | 0.19% | Add +1.5% | 67,130 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 65,241 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.7% | 62,130 | $1.3M |
| Core Wealth Advisors, Inc. | 0.43% | Reduce -28.9% | 60,999 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -21.7% | 56,914 | $1.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0.35% | Add +20.4% | 56,377 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.0% | 47,491 | $981K |
| Condor Capital Management | 0.09% | Add +14.6% | 46,827 | $967K |
| Paragon Private Wealth Management, LLC | 0.53% | Reduce -1.0% | 43,165 | $892K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.9% | 41,071 | $849K |
| Lakeside Advisors, INC. | 0.54% | No change | 40,964 | $846K |
| LM Advisors LLC | 0.14% | Add +8246.6% | 39,897 | $824K |
| Natixis Advisors, LLC | 0.00% | Add +2.6% | 38,754 | $801K |
| Focus Partners Wealth | 0.01% | No change | 35,516 | $734K |
| Raymond James & Associates | 0.00% | Add +8.2% | 34,463 | $712K |
| Cwm, LLC | 0.00% | Reduce -6.3% | 32,220 | $666K |
| OneAscent Financial Services LLC | 0.06% | Reduce -2.1% | 28,391 | $587K |
| Private Advisor Group, LLC | 0.00% | Add +48.8% | 22,415 | $463K |
| MML Investors Services, LLC | 0.00% | Reduce -15.8% | 20,537 | $424K |
| Redwood Investment Management, LLC | 0.04% | Add +0.5% | 19,699 | $407K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -6.7% | 19,540 | $404K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 17,505 | $362K |
| New Insight Wealth Advisors | 0.23% | Add +9.4% | 17,476 | $361K |
| Foundations Investment Advisors, LLC | 0.01% | New | 17,456 | $361K |
| Comerica Bank | 0.00% | Add +7.1% | 15,055 | $311K |
| Westside Investment Management, Inc. | 0.07% | Add +55.6% | 14,000 | $289K |
| Masso Torrence Wealth Management Inc. | 0.16% | Reduce -32.2% | 13,370 | $276K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -8.5% | 13,186 | $272K |
| Centaurus Financial, Inc. | 0.02% | New | 12,873 | $266K |
| Vertex Planning Partners, LLC | 0.07% | Add +1.3% | 11,913 | $246K |
| C M Bidwell & Associates Ltd. | 0.16% | Add +20.3% | 11,472 | $237K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,208 | $232K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -93.6% | 11,091 | $229K |
| Silver Oak Securities, Incorporated | 0.03% | New | 10,544 | $218K |
| Farther Finance Advisors, LLC | 0.01% | Add +275.8% | 9,544 | $197K |
| Transcendent Capital Group LLC | 0.09% | Add +0.5% | 7,711 | $159K |
| Private Trust Co. NA | 0.02% | No change | 7,310 | $151K |
| Harbour Investments, Inc. | 0.00% | No change | 4,265 | $88K |
| Joseph Group Capital Management | 0.03% | Reduce -42.9% | 3,373 | $70K |
| Geneos Wealth Management Inc. | 0.00% | Add +704.5% | 3,250 | $67K |
| Principal Securities, Inc. | 0.00% | Reduce -3.2% | 2,946 | $61K |
| NewEdge Advisors, LLC | 0.00% | Reduce -59.5% | 1,800 | $37K |
| NFSG Corp | 0.02% | No change | 1,765 | $36K |
| FMR LLC | 0.00% | New | 252 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 103 | $2K |
"% of holder's portfolio" is MUST's weight in each manager's 13F, not the share of Columbia Multi-Sect Muni Inc. the manager owns.