Purchases and Sales Made in Q1 2023 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 2023. 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 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120+ 12000.0% |
$9.85K - $11.1K
|
121
$13.4K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
115+ 821.43% |
$9.44K - $10.6K
|
129
$14.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103New |
$8.46K - $9.51K
|
103
$11.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$8.21K - $9.23K
|
100
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 53.5% |
$6.9K - $7.75K
|
241
$26.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
83+ 3.06% |
$6.82K - $7.66K
|
2.8K
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65New |
$5.34K - $6K
|
65
$7.19K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$4.11K - $4.62K
|
50
$5.53K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$4.11K - $4.62K
|
50
$5.53K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$3.12K - $3.51K
|
38
$4.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$2.87K - $3.23K
|
35
$3.87K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$493 - $554
|
6
$664
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$328 - $369
|
4
$443
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 33.33% |
$246 - $277
|
12
$1.33K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$82.1 - $92.3
|
1
$111
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$164 - $185
|
7.66K
$847K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2Closed |
$164 - $185
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7- 0.28% |
$575 - $646
|
2.5K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 9.84% |
$4.11K - $4.62K
|
458
$50.7K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74- 98.67% |
$6.08K - $6.83K
|
1
$111
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-87- 0.28% |
$7.14K - $8.03K
|
31.5K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-96- 1.61% |
$7.88K - $8.86K
|
5.86K
$649K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136- 99.27% |
$11.2K - $12.6K
|
1
$111
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-163- 2.13% |
$13.4K - $15K
|
7.48K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-172- 2.27% |
$14.1K - $15.9K
|
7.39K
$818K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-219- 5.99% |
$18K - $20.2K
|
3.44K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-257- 9.31% |
$21.1K - $23.7K
|
2.5K
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-425- 1.93% |
$34.9K - $39.2K
|
21.6K
$2.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-465- 6.55% |
$38.2K - $42.9K
|
6.64K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-927- 4.21% |
$76.1K - $85.6K
|
21.1K
$2.34M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-944- 17.72% |
$77.5K - $87.1K
|
4.38K
$485K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.14K- 31.8% |
$93.8K - $105K
|
2.45K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.15K- 21.58% |
$94K - $106K
|
4.16K
$460K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.16K- 32.82% |
$95.1K - $107K
|
2.37K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.66K- 1.91% |
$136K - $153K
|
85K
$9.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.67K- 7.66% |
$137K - $154K
|
20.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.72K- 19.24% |
$141K - $159K
|
7.22K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.83K- 8.61% |
$150K - $169K
|
19.4K
$2.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.9K- 17.58% |
$156K - $175K
|
8.9K
$985K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.01K- 5.44% |
$165K - $185K
|
34.9K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.5K- 5.99% |
$205K - $231K
|
39.3K
$4.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.63K- 71.16% |
$216K - $243K
|
1.07K
$118K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 21.99% |
$217K - $244K
|
9.36K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.97K- 15.64% |
$244K - $274K
|
16K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.1K- 32.98% |
$255K - $286K
|
6.3K
$697K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.32K- 38.92% |
$272K - $306K
|
5.2K
$576K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.84K- 25.45% |
$316K - $355K
|
11.3K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.08K- 12.84% |
$335K - $377K
|
27.7K
$3.06M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.28K- 9.94% |
$351K - $395K
|
38.7K
$4.29M
|