Purchases and Sales Made in Q1 2021 in Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q1 2021. The information is specifically focused on institutions that hold shares of abrdn Precious Metals Basket ETF Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.2K+ 376.46% |
$4.92M - $5.52M
|
68.6K
$7.34M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.7K+ 21.61% |
$3.7M - $4.15M
|
229K
$24.5M
|
|
May 11, 2021
Q1 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
22.4K+ 9.76% |
$2.04M - $2.28M
|
252K
$27M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 78.79% |
$1.97M - $2.21M
|
49.2K
$5.27M
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.3K+ 14.34% |
$1.93M - $2.17M
|
170K
$18.2M
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14.2KNew |
$1.29M - $1.45M
|
14.2K
$1.52M
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
BUY
|
- |
13.9K+ 68.83% |
$1.27M - $1.42M
|
34.2K
$3.66M
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 89.26% |
$943K - $1.06M
|
22K
$2.36M
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.1K+ 13.82% |
$915K - $1.03M
|
83K
$8.89M
|
|
May 03, 2021
Q1 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
9.58K+ 8.69% |
$870K - $975K
|
120K
$12.8M
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.36KNew |
$760K - $852K
|
8.36K
$896K
|
|
Apr 09, 2021
Q1 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
7.95KNew |
$722K - $810K
|
7.95K
$852K
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
BUY
|
- |
7.18KNew |
$652K - $731K
|
7.18K
$769K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.77KNew |
$615K - $690K
|
6.77K
$725K
|
|
Apr 19, 2021
Q1 2021
|
Solitude Financial Services
|
BUY
|
- |
6.6K+ 9.01% |
$600K - $672K
|
79.8K
$8.55M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.9KNew |
$536K - $601K
|
5.9K
$632K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.69K+ 5.57% |
$426K - $478K
|
89K
$9.53M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.5K+ 8.68% |
$409K - $458K
|
56.3K
$6.04M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.3KNew |
$390K - $438K
|
4.3K
$460K
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.93K+ 3.34% |
$357K - $400K
|
122K
$13M
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.8KNew |
$345K - $387K
|
3.8K
$407K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.43K+ 7.2% |
$311K - $349K
|
51.1K
$5.47M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
3.33KNew |
$302K - $339K
|
3.33K
$356K
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.13KNew |
$284K - $318K
|
3.13K
$335K
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
BUY
|
- |
2.8KNew |
$255K - $286K
|
2.8K
$300K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.49K+ 51.6% |
$226K - $254K
|
7.32K
$784K
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.37KNew |
$215K - $241K
|
2.37K
$254K
|
|
Apr 22, 2021
Q1 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.17K+ 23.21% |
$197K - $221K
|
11.5K
$1.23M
|
|
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.16K+ 66.83% |
$197K - $220K
|
5.4K
$579K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.13K+ 66.94% |
$194K - $217K
|
5.32K
$570K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 5.02% |
$169K - $189K
|
38.8K
$4.16M
|
|
Apr 29, 2021
Q1 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.11K+ 1.85% |
$101K - $113K
|
61.2K
$6.55M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11K+ 22.01% |
$100K - $113K
|
6.13K
$657K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.07KNew |
$96.7K - $108K
|
1.07K
$114K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 6.31% |
$92.8K - $104K
|
17.2K
$1.84M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
862+ 8.72% |
$78.3K - $87.8K
|
10.7K
$1.15M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
783New |
$71.1K - $79.7K
|
783
$83.9K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
743+ 554.48% |
$67.5K - $75.7K
|
877
$93.9K
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
733+ 24.26% |
$66.6K - $74.6K
|
3.75K
$402K
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
727+ 13.06% |
$66K - $74K
|
6.29K
$674K
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
659+ 2.96% |
$59.9K - $67.1K
|
22.9K
$2.46M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
659+ 2.96% |
$59.9K - $67.1K
|
22.9K
$2.46M
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
533+ 24.55% |
$48.4K - $54.3K
|
2.7K
$290K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
431New |
$39.1K - $43.9K
|
431
$46.2K
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
425+ 10.6% |
$38.6K - $43.3K
|
4.43K
$475K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
340+ 84.16% |
$30.9K - $34.6K
|
744
$79.7K
|
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
312+ 4.51% |
$28.3K - $31.8K
|
7.24K
$775K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
305+ 30500.0% |
$27.7K - $31.1K
|
306
$32.8K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
301+ 2.5% |
$27.3K - $30.7K
|
12.3K
$1.32M
|
|
May 17, 2021
Q1 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
291+ 8.03% |
$26.4K - $29.6K
|
3.92K
$419K
|