Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
209KNew |
$20.2M - $22.8M
|
209K
$23.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
139K+ 63.95% |
$13.3M - $15.1M
|
355K
$40.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
113KNew |
$10.9M - $12.3M
|
113K
$12.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.2K+ 33.23% |
$6.57M - $7.44M
|
273K
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.2K+ 33.23% |
$6.57M - $7.44M
|
273K
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 296.57% |
$1.96M - $2.22M
|
27.2K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.5K+ 10.26% |
$1.88M - $2.12M
|
209K
$23.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.3K+ 227.89% |
$1.48M - $1.67M
|
22.1K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.7KNew |
$1.32M - $1.5M
|
13.7K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.8K+ 17.49% |
$1.23M - $1.39M
|
85.7K
$9.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$1.07M - $1.21M
|
11.1K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.9K+ 5.51% |
$954K - $1.08M
|
190K
$21.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.37K+ 4.19% |
$807K - $913K
|
208K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.24K+ 16.38% |
$698K - $789K
|
51.5K
$5.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.13K+ 32.97% |
$494K - $560K
|
20.7K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.73K+ 3.51% |
$456K - $516K
|
140K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.45KNew |
$333K - $377K
|
3.45K
$391K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.02KNew |
$291K - $329K
|
3.02K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.69KNew |
$259K - $293K
|
2.69K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.59K+ 11.89% |
$250K - $283K
|
24.4K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.47K+ 6.8% |
$238K - $269K
|
38.8K
$4.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
2.41K+ 3.48% |
$232K - $262K
|
71.5K
$8.11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.33K+ 176.31% |
$224K - $254K
|
3.65K
$414K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.06KNew |
$198K - $224K
|
2.06K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.76K+ 78.78% |
$169K - $191K
|
3.99K
$452K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.66K+ 11.81% |
$160K - $181K
|
15.7K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.34K+ 16.76% |
$129K - $146K
|
9.35K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 2.98% |
$98.2K - $111K
|
35.3K
$4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
850+ 425.0% |
$81.9K - $92.7K
|
1.05K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
727+ 27.67% |
$70K - $79.3K
|
3.35K
$380K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
722+ 27.14% |
$69.6K - $78.7K
|
3.38K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
707+ 3.05% |
$68.1K - $77.1K
|
23.9K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
541+ 19.98% |
$52.1K - $59K
|
3.25K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
464+ 5.12% |
$44.7K - $50.6K
|
9.52K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
456+ 20.61% |
$43.9K - $49.7K
|
2.67K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
408+ 1.59% |
$39.3K - $44.5K
|
26.1K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
355+ 4.63% |
$34.2K - $38.7K
|
8.02K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
227+ 3.66% |
$21.9K - $24.7K
|
6.43K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
205+ 4.21% |
$19.7K - $22.4K
|
5.07K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
182+ 1.13% |
$17.5K - $19.8K
|
16.2K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 7.0% |
$16.3K - $18.4K
|
2.58K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
165New |
$15.9K - $18K
|
165
$18.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
164New |
$15.8K - $17.9K
|
164
$18.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
97+ 4.46% |
$9.34K - $10.6K
|
2.27K
$257K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97+ 0.84% |
$9.34K - $10.6K
|
11.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
91+ 1.7% |
$8.77K - $9.92K
|
5.43K
$616K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 0.57% |
$8K - $9.05K
|
14.6K
$1.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76+ 1.67% |
$7.32K - $8.29K
|
4.64K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53New |
$5.11K - $5.78K
|
53
$6.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33New |
$3.18K - $3.6K
|
33
$3.74K
|