Columbia Multi-Sect MuniMUSTETF

13F holders, Q4 2024 (December 31)
78holders +12
10new positions
4sold out
1famous investor
$20.31avg. 13F price*

At the end of Q4 2024, 78 institutions reported holding Columbia Multi-Sect Muni Inc. (MUST) in their 13F filings, up 12 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($49.9M), Wells Fargo & Company ($34.1M) and Morgan Stanley ($32.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Columbia Multi-Sect Muni Inc.
CUSIP
19761L607
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 67Q1 2024Q2 2024: 70Q2 2024Q3 2024: 66Q3 2024Q4 2024: 78Q4 2024Q1 2025: 78Q1 2025Q2 2025: 83Q2 2025Q3 2025: 86Q3 2025Q4 2025: 79Q4 2025Q1 2026: 86Q1 2026Q2 2026: 84Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$4.2M
Exits4$4.0M

All 13F filers, Q3 2024 → Q4 2024: 1,202,028 shares bought and 528,459 shares sold, net +673,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Ameriprise Financial Inc. 0.01% Reduce -6.3% 2,457,889 $49.9M
Wells Fargo & Company 0.01% Reduce -1.8% 1,679,880 $34.1M
Morgan Stanley 0.00% Add +29.8% 1,573,366 $32.0M
LPL Financial LLC 0.01% Add +10.2% 1,393,378 $28.3M
Haven Private, LLC 7.79% — 686,919 $14.0M
Amplius Wealth Advisors, LLC 1.33% Add +13.7% 639,448 $13.0M
UBS Group AG 0.00% Add +3.9% 422,837 $8.6M
Commonwealth Equity Services, LLC 0.01% Add +3.8% 407,266 $8.3M
TruWealth Advisors, LLC 0.47% Add +0.8% 387,478 $7.9M
Bank of America Corp. 0.00% Add +17.5% 365,516 $7.4M
Raymond James Financial Inc. 0.00% — 320,099 $6.5M
Royal Bank of Canada 0.00% Reduce -0.4% 295,495 $6.0M
JPMorgan Chase & Co. 0.00% Add +36.9% 255,267 $5.2M
BlueStem Wealth Partners, LLC 0.58% — 218,307 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +39.2% 188,743 $3.8M
Moneywise, Inc. 1.32% Reduce -35.5% 129,408 $2.6M
Frederick Financial Consultants, LLC 2.03% — 125,399 $2.5M
Captrust Financial Advisors 0.01% Add +0.1% 123,776 $2.5M
Baker Avenue Asset Management, LP 0.08% Add +4.5% 123,002 $2.5M
CENTRAL TRUST Co 0.06% Add +127.3% 119,098 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 109,039 $2.2M
Global Wealth Strategies & Associates 0.66% Add +2.5% 104,021 $2.1M
Genesis Private Wealth, LLC 1.08% — 96,567 $2.0M
Osaic Holdings, Inc. 0.00% Add +64.2% 82,557 $1.7M
Citadel Advisors 0.00% New 79,742 $1.6M
Cetera Investment Advisers 0.00% Reduce -15.0% 77,468 $1.6M
Arbor Capital Management Inc. 1.40% Reduce -2.5% 70,008 $1.4M
Lake Street Private Wealth, LLC 0.22% Reduce -1.3% 67,590 $1.4M
Envestnet Asset Management Inc. 0.00% Add +9.6% 63,959 $1.3M
Focus Partners Wealth 0.00% Add +91.2% 60,039 $1.2M
Condor Capital Management 0.10% Add +8.1% 55,921 $1.1M
Paragon Private Wealth Management, LLC 0.49% Add +6.5% 52,031 $1.1M
Cornerstone Wealth Management, LLC 0.06% Add +12.1% 46,675 $948K
Jane Street Group, LLC 0.00% Add +59.1% 42,285 $859K
Natixis Advisors, LLC 0.00% Add +16.9% 41,837 $850K
LM Advisors LLC 0.15% Add +2.1% 40,725 $827K
Janney Montgomery Scott LLC 0.00% Reduce -11.2% 37,688 $765K
Lakeside Advisors, INC. 0.46% Reduce -8.1% 33,964 $690K
NewEdge Advisors, LLC 0.00% Reduce -2.6% 32,740 $665K
World Investment Advisors 0.02% Add +93.4% 30,444 $618K
Private Trust Co. NA 0.06% Add +82.5% 28,116 $571K
OneAscent Financial Services LLC 0.05% New 27,845 $566K
Atria Investments, Inc 0.01% Reduce -0.2% 27,845 $566K
Comerica Bank 0.00% Reduce -42.6% 26,349 $535K
Old Mission Capital LLC 0.01% New 25,663 $521K
Foundations Investment Advisors, LLC 0.01% Reduce -0.3% 23,018 $467K
CVFG LLC 0.40% — 21,630 $439K
Liberty Square Wealth Partners LLC 0.15% — 20,534 $418K
Advisory Services Network, LLC 0.01% New 18,737 $381K
Rockefeller Capital Management L.P. 0.00% New 18,175 $369K
MML Investors Services, LLC 0.00% Add +3.1% 17,727 $360K
Integrity Wealth Advisors, Inc. 0.25% — 16,691 $339K
Truist Financial Corp. 0.00% New 16,123 $327K
Westside Investment Management, Inc. 0.07% Add +34.8% 15,500 $315K
Redwood Investment Management, LLC 0.03% Add +1.1% 14,980 $304K
C M Bidwell & Associates Ltd. 0.18% No change 14,877 $302K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.9% 14,229 $289K
Collaborative Wealth Managment Inc. 0.12% No change 13,089 $266K
Centaurus Financial, Inc. 0.02% No change 12,873 $261K
Integrated Wealth Concepts LLC 0.00% New 12,627 $256K
Horst & Graben Wealth Management LLC 0.04% Reduce -3.0% 12,379 $251K
Vertex Planning Partners, LLC 0.05% Add +11.7% 12,079 $245K
Pure Portfolios Holdings LLC 0.09% Reduce -15.4% 11,772 $239K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -33.3% 11,675 $237K
New Insight Wealth Advisors 0.11% Reduce -55.5% 10,580 $215K
&partners 0.00% No change 10,471 $213K
Silver Oak Securities, Incorporated 0.02% Add +2.2% 10,366 $211K
Transcendent Capital Group LLC 0.09% Add +2.5% 8,627 $175K
Joseph Group Capital Management 0.05% Add +148.5% 5,899 $120K
Parallel Advisors, LLC 0.00% New 5,699 $116K
Harbour Investments, Inc. 0.00% No change 4,265 $87K
Geneos Wealth Management Inc. 0.00% Add +15.4% 3,750 $76K
Principal Securities, Inc. 0.00% Add +13.1% 2,736 $56K
FMR LLC 0.00% Add +1605.1% 2,677 $54K
MAI Capital Management 0.00% New 2,262 $46K
NFSG Corp 0.01% No change 1,765 $36K
Farther Finance Advisors, LLC 0.00% New 816 $17K
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.