Purchases and Sales Made in Q2 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
242K+ 3415.79% |
$20.7M - $24.1M
|
249K
$28.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
83K+ 72.17% |
$7.08M - $8.25M
|
198K
$22.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
68.5K+ 51.23% |
$5.85M - $6.81M
|
202K
$22.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$5.67M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$5.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
47.6K+ 106.4% |
$4.07M - $4.73M
|
92.4K
$10.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.1K+ 57.93% |
$3.08M - $3.58M
|
98.3K
$11.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.1K+ 13.35% |
$3M - $3.49M
|
298K
$33.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25.3K+ 8433.0% |
$2.16M - $2.51M
|
25.6K
$2.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
24.9KNew |
$2.13M - $2.48M
|
24.9K
$2.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.4K+ 2.77% |
$1.91M - $2.23M
|
832K
$94.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 6.83% |
$1.7M - $1.98M
|
312K
$35.4M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 6.83% |
$1.7M - $1.98M
|
312K
$35.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.9K+ 25.59% |
$1.53M - $1.78M
|
87.9K
$9.96M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7K+ 97.7% |
$1.17M - $1.36M
|
27.7K
$3.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3KNew |
$1.13M - $1.32M
|
13.3K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.8K+ 41.95% |
$1.09M - $1.27M
|
43.4K
$4.92M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.3KNew |
$1.05M - $1.23M
|
12.3K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 13.11% |
$937K - $1.09M
|
94.8K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
10.7K+ 3.58% |
$914K - $1.06M
|
310K
$35.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.71K+ 153.97% |
$828K - $964K
|
16K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.16K+ 54.93% |
$611K - $711K
|
20.2K
$2.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.51K+ 12.87% |
$556K - $647K
|
57.1K
$6.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.13K+ 10.23% |
$523K - $609K
|
66.1K
$7.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.8KNew |
$495K - $576K
|
5.8K
$657K
|
|
|
Aug 15, 2022
Q2 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
5.14K+ 14.88% |
$439K - $511K
|
39.7K
$4.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.92K+ 69.18% |
$420K - $489K
|
12K
$1.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.46K+ 4.44% |
$380K - $443K
|
105K
$11.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.93KNew |
$335K - $390K
|
3.93K
$445K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.41K+ 4.95% |
$291K - $339K
|
72.2K
$8.19M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.33KNew |
$284K - $330K
|
3.33K
$377K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.19K+ 13.38% |
$272K - $317K
|
27K
$3.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12K+ 15.39% |
$266K - $310K
|
23.4K
$2.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.72KNew |
$232K - $270K
|
2.72K
$308K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.58KNew |
$220K - $256K
|
2.58K
$292K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.71KNew |
$146K - $170K
|
1.71K
$193K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.58K+ 9.14% |
$135K - $157K
|
18.8K
$2.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.55K+ 19.2% |
$132K - $154K
|
9.62K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
985+ 8.36% |
$84.1K - $97.8K
|
12.8K
$1.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
970+ 9.55% |
$82.8K - $96.4K
|
11.1K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
924+ 20.76% |
$78.8K - $91.8K
|
5.38K
$609K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
857New |
$73.1K - $85.1K
|
857
$97.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
640+ 131.96% |
$54.6K - $63.6K
|
1.13K
$128K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
616New |
$52.6K - $61.2K
|
616
$69.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
401+ 5.84% |
$34.2K - $39.8K
|
7.27K
$824K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$34.1K - $39.7K
|
400
$45.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
373+ 37300.0% |
$31.8K - $37.1K
|
374
$42.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
210New |
$17.9K - $20.9K
|
210
$23.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
208New |
$17.7K - $20.7K
|
208
$23.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
200+ 5.22% |
$17.1K - $19.9K
|
4.03K
$457K
|