Columbia Multi-Sect MuniMUSTETF
13F holders, Q2 2024 (June 30)70holders +3
7new positions
4sold out
$20.37avg. 13F price*
At the end of Q2 2024, 70 institutions reported holding Columbia Multi-Sect Muni Inc. (MUST) in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($57.6M), Wells Fargo & Company ($34.6M) and LPL Financial LLC ($20.6M).
- Company
- Columbia Multi-Sect Muni Inc.
- CUSIP
- 19761L607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.8M |
| Exits | 4 | $12.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,270,467 shares bought and 1,122,462 shares sold, net +148,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 2,826,700 | $57.6M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 1,700,089 | $34.6M |
| LPL Financial LLC | 0.01% | Add +5.1% | 1,009,567 | $20.6M |
| Morgan Stanley | 0.00% | Add +7.7% | 890,323 | $18.1M |
| Amplius Wealth Advisors, LLC | 1.03% | Add +559.1% | 456,113 | $9.3M |
| UBS Group AG | 0.00% | Reduce -2.9% | 410,306 | $8.4M |
| TruWealth Advisors, LLC | 0.50% | Reduce -9.1% | 370,690 | $7.6M |
| Bank of America Corp. | 0.00% | Reduce -41.1% | 357,023 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.9% | 355,268 | $7.2M |
| Moneywise, Inc. | 3.31% | Reduce -13.8% | 306,892 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 291,408 | $5.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.3% | 270,427 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.4% | 206,873 | $4.2M |
| Jane Street Group, LLC | 0.00% | Add +208.6% | 201,348 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | New | 168,668 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +13.7% | 115,165 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 112,615 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 109,039 | $2.2M |
| Global Wealth Strategies & Associates | 0.72% | Add +6.4% | 98,730 | $2.0M |
| Old Mission Capital LLC | 0.05% | New | 88,429 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 84,916 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -1.1% | 78,290 | $1.6M |
| Arbor Capital Management Inc. | 1.29% | Reduce -1.7% | 69,468 | $1.4M |
| Relative Value Partners Group, LLC | 0.18% | New | 67,920 | $1.4M |
| Lake Street Private Wealth, LLC | 0.18% | Add +1.2% | 67,920 | $1.4M |
| Householder Group Estate & Retirement Specialist, LLC | 0.34% | Add +5.7% | 59,586 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 56,009 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -4.4% | 54,434 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 50,143 | $1.0M |
| Condor Capital Management | 0.10% | Add +6.1% | 49,698 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.8% | 44,888 | $914K |
| Paragon Private Wealth Management, LLC | 0.50% | No change | 43,165 | $879K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.5% | 40,877 | $833K |
| LM Advisors LLC | 0.16% | No change | 39,897 | $813K |
| Lakeside Advisors, INC. | 0.49% | Reduce -9.8% | 36,964 | $753K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.2% | 35,026 | $713K |
| Raymond James & Associates | 0.00% | Reduce -1.6% | 33,893 | $690K |
| NewEdge Advisors, LLC | 0.01% | Add +1780.4% | 33,847 | $689K |
| Natixis Advisors, LLC | 0.00% | Reduce -14.6% | 33,104 | $674K |
| Focus Partners Wealth | 0.00% | Reduce -11.6% | 31,400 | $640K |
| OneAscent Financial Services LLC | 0.08% | Reduce -1.8% | 27,879 | $568K |
| Atria Investments, Inc | 0.01% | New | 27,879 | $568K |
| New Insight Wealth Advisors | 0.29% | Add +37.9% | 24,101 | $491K |
| Foundations Investment Advisors, LLC | 0.01% | Add +17.1% | 20,433 | $416K |
| Redwood Investment Management, LLC | 0.03% | Add +0.8% | 19,853 | $404K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.7% | 19,784 | $403K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 17,505 | $357K |
| MML Investors Services, LLC | 0.00% | Reduce -20.4% | 16,348 | $333K |
| World Investment Advisors | 0.02% | New | 15,700 | $320K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.4% | 15,234 | $310K |
| Comerica Bank | 0.00% | No change | 15,055 | $307K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -26.3% | 14,405 | $293K |
| Westside Investment Management, Inc. | 0.07% | No change | 14,000 | $285K |
| Masso Torrence Wealth Management Inc. | 0.15% | Reduce -2.1% | 13,095 | $267K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -0.7% | 13,089 | $267K |
| Centaurus Financial, Inc. | 0.02% | No change | 12,873 | $262K |
| Strategic Equity Management | 0.16% | New | 11,912 | $243K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.4% | 11,810 | $241K |
| C M Bidwell & Associates Ltd. | 0.16% | No change | 11,472 | $234K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -0.2% | 10,524 | $214K |
| Transcendent Capital Group LLC | 0.09% | Add +4.7% | 8,074 | $164K |
| Private Trust Co. NA | 0.02% | No change | 7,310 | $149K |
| Harbour Investments, Inc. | 0.00% | No change | 4,265 | $87K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,250 | $66K |
| Joseph Group Capital Management | 0.03% | Reduce -14.7% | 2,878 | $59K |
| Principal Securities, Inc. | 0.00% | Reduce -10.6% | 2,634 | $54K |
| NFSG Corp | 0.01% | No change | 1,765 | $36K |
| FMR LLC | 0.00% | Reduce -37.7% | 157 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -98.5% | 138 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 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.