Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
737KNew |
$69.3M - $76.3M
|
737K
$84.2M
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
74.1K+ 885.94% |
$6.96M - $7.67M
|
82.5K
$9.42M
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
BUY
|
- |
65.7KNew |
$6.18M - $6.8M
|
65.7K
$7.51M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.5K+ 70.81% |
$4.56M - $5.02M
|
117K
$13.4M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
BUY
|
- |
46.7KNew |
$4.39M - $4.83M
|
46.7K
$5.33M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41K+ 17.92% |
$3.86M - $4.25M
|
270K
$30.9M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.3K+ 34.02% |
$2.09M - $2.31M
|
87.8K
$10M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4KNew |
$2.01M - $2.22M
|
21.4K
$2.45M
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21.3K+ 149.73% |
$2M - $2.2M
|
35.5K
$4.05M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18K+ 10.58% |
$1.69M - $1.86M
|
188K
$21.4M
|
|
Jul 28, 2021
Q2 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
16.5K+ 6.56% |
$1.55M - $1.71M
|
269K
$30.7M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 16.74% |
$1.4M - $1.54M
|
104K
$11.9M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 28.86% |
$1.33M - $1.47M
|
63.4K
$7.24M
|
|
Jul 14, 2021
Q2 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
12K+ 150.82% |
$1.13M - $1.24M
|
19.9K
$2.28M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 20.65% |
$1.09M - $1.2M
|
68K
$7.76M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.69KNew |
$817K - $899K
|
8.69K
$993K
|
|
Aug 02, 2021
Q2 2021
|
Solitude Financial Services
|
BUY
|
- |
7.54K+ 9.44% |
$708K - $780K
|
87.4K
$9.98M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.59KNew |
$526K - $579K
|
5.59K
$639K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.73KNew |
$445K - $490K
|
4.73K
$541K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.56K+ 23.25% |
$428K - $471K
|
24.2K
$2.76M
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.06KNew |
$381K - $420K
|
4.06K
$464K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.98KNew |
$374K - $412K
|
3.98K
$454K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.92K+ 17.09% |
$368K - $405K
|
26.9K
$3.07M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.92K+ 17.09% |
$368K - $405K
|
26.9K
$3.07M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.37KNew |
$316K - $348K
|
3.37K
$384K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3.28KNew |
$308K - $339K
|
3.28K
$374K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 58.04% |
$290K - $320K
|
8.41K
$961K
|
|
Jul 16, 2021
Q2 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.04K+ 26.39% |
$285K - $314K
|
14.5K
$1.66M
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.96K+ 4.84% |
$278K - $307K
|
64.1K
$7.33M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.76K+ 16.03% |
$259K - $286K
|
20K
$2.28M
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
2.48K+ 2.07% |
$233K - $257K
|
122K
$14M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.35KNew |
$221K - $243K
|
2.35K
$269K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.17K+ 4.24% |
$203K - $224K
|
53.2K
$6.08M
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 42.19% |
$94K - $103K
|
3.37K
$385K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
980+ 9.12% |
$92.1K - $101K
|
11.7K
$1.34M
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
954+ 34.02% |
$89.6K - $98.7K
|
3.76K
$429K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
877+ 7.11% |
$82.4K - $90.7K
|
13.2K
$1.51M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
845+ 276.14% |
$79.4K - $87.4K
|
1.15K
$131K
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
760+ 13.34% |
$71.4K - $78.6K
|
6.46K
$738K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
583+ 7.58% |
$54.8K - $60.3K
|
8.28K
$946K
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
441+ 9.95% |
$41.4K - $45.6K
|
4.88K
$557K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
428+ 11.4% |
$40.2K - $44.3K
|
4.18K
$478K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
385New |
$36.2K - $39.8K
|
385
$44K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
341+ 10.61% |
$32K - $35.3K
|
3.56K
$406K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
300New |
$28.2K - $31K
|
300
$34.3K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
298+ 12.47% |
$28K - $30.8K
|
2.69K
$307K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
283New |
$26.6K - $29.3K
|
283
$32.3K
|
|
Aug 10, 2021
Q2 2021
|
Heron Bay Capital Management
|
BUY
|
- |
274+ 7.45% |
$25.7K - $28.3K
|
3.95K
$451K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$23.5K - $25.9K
|
250
$28.6K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
208+ 2.87% |
$19.5K - $21.5K
|
7.45K
$850K
|