Columbia Multi-Sect MuniMUSTETF
13F holders, Q3 2024 (September 30)66holders −4
3new positions
7sold out
$20.78avg. 13F price*
At the end of Q3 2024, 66 institutions reported holding Columbia Multi-Sect Muni Inc. (MUST) in their 13F filings, down 4 from Q2 2024. 3 opened new positions and 7 sold out. The largest holders were Ameriprise Financial Inc. ($54.5M), Wells Fargo & Company ($35.6M) and LPL Financial LLC ($26.3M).
- Company
- Columbia Multi-Sect Muni Inc.
- CUSIP
- 19761L607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $989K |
| Exits | 7 | $4.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,087,660 shares bought and 1,004,729 shares sold, net +82,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Ameriprise Financial Inc. | 0.01% | Reduce -7.2% | 2,623,154 | $54.5M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 1,711,091 | $35.6M |
| LPL Financial LLC | 0.01% | Add +25.2% | 1,264,373 | $26.3M |
| Morgan Stanley | 0.00% | Add +36.2% | 1,212,277 | $25.2M |
| Amplius Wealth Advisors, LLC | 1.28% | Add +23.3% | 562,508 | $11.7M |
| UBS Group AG | 0.00% | Reduce -0.8% | 406,813 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.4% | 392,370 | $8.2M |
| TruWealth Advisors, LLC | 0.49% | Add +3.7% | 384,358 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -12.9% | 311,125 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 296,798 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.9% | 265,398 | $5.5M |
| Moneywise, Inc. | 2.05% | Reduce -34.7% | 200,471 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +432.4% | 186,477 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -34.5% | 135,566 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 123,615 | $2.6M |
| Baker Avenue Asset Management, LP | 0.08% | Add +50.3% | 117,674 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 109,039 | $2.3M |
| Global Wealth Strategies & Associates | 0.69% | Add +2.8% | 101,464 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 91,143 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -55.1% | 75,768 | $1.6M |
| Arbor Capital Management Inc. | 1.41% | Add +3.4% | 71,841 | $1.5M |
| Lake Street Private Wealth, LLC | 0.23% | Add +0.8% | 68,490 | $1.4M |
| Householder Group Estate & Retirement Specialist, LLC | 0.40% | Add +10.9% | 66,060 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 58,374 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -3.8% | 52,391 | $1.1M |
| Condor Capital Management | 0.10% | Add +4.1% | 51,739 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.4% | 50,285 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.50% | Add +13.1% | 48,838 | $1.0M |
| Comerica Bank | 0.00% | Add +204.9% | 45,906 | $954K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.5% | 42,438 | $882K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +1.9% | 41,644 | $865K |
| LM Advisors LLC | 0.17% | No change | 39,897 | $829K |
| Lakeside Advisors, INC. | 0.48% | No change | 36,964 | $768K |
| Natixis Advisors, LLC | 0.00% | Add +8.1% | 35,787 | $744K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 33,599 | $698K |
| Focus Partners Wealth | 0.00% | No change | 31,400 | $652K |
| Atria Investments, Inc | 0.01% | Add +0.1% | 27,895 | $580K |
| Jane Street Group, LLC | 0.00% | Reduce -86.8% | 26,584 | $552K |
| Flow Traders U.S. LLC | 0.03% | New | 26,313 | $547K |
| New Insight Wealth Advisors | 0.26% | Reduce -1.4% | 23,776 | $494K |
| Strategic Equity Management | 0.23% | Add +94.2% | 23,132 | $481K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.9% | 23,080 | $480K |
| Raymond James & Associates | 0.00% | Reduce -36.7% | 21,464 | $446K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 17,505 | $364K |
| MML Investors Services, LLC | 0.00% | Add +5.1% | 17,185 | $357K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 16,333 | $339K |
| World Investment Advisors | 0.01% | Add +0.3% | 15,745 | $327K |
| Private Trust Co. NA | 0.03% | Add +110.7% | 15,405 | $320K |
| C M Bidwell & Associates Ltd. | 0.19% | Add +29.7% | 14,877 | $309K |
| Redwood Investment Management, LLC | 0.03% | Reduce -25.3% | 14,824 | $308K |
| Pure Portfolios Holdings LLC | 0.11% | — | 13,913 | $289K |
| Collaborative Wealth Managment Inc. | 0.12% | No change | 13,089 | $272K |
| Centaurus Financial, Inc. | 0.02% | No change | 12,873 | $268K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -11.4% | 12,766 | $265K |
| Westside Investment Management, Inc. | 0.05% | Reduce -17.9% | 11,500 | $238K |
| Vertex Planning Partners, LLC | 0.05% | New | 10,813 | $225K |
| &partners | 0.00% | New | 10,471 | $218K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.6% | 10,142 | $211K |
| Transcendent Capital Group LLC | 0.09% | Add +4.2% | 8,413 | $175K |
| Harbour Investments, Inc. | 0.00% | No change | 4,265 | $89K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,250 | $68K |
| Principal Securities, Inc. | 0.00% | Reduce -8.1% | 2,420 | $50K |
| Joseph Group Capital Management | 0.02% | Reduce -17.5% | 2,374 | $49K |
| NFSG Corp | 0.01% | No change | 1,765 | $37K |
| FMR LLC | 0.00% | No change | 157 | $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.