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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
32New |
$3.08K - $3.49K
|
32
$3.54K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26New |
$2.5K - $2.83K
|
26
$2.88K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
8+ 0.28% |
$771 - $872
|
2.89K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 5.26% |
$578 - $654
|
120
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$96.3 - $109
|
1
$111
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.79% |
$96.3 - $109
|
125
$13.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 1.46% |
$385 - $436
|
270
$29.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 50.0% |
$385 - $436
|
4
$443
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 2.4% |
$385 - $436
|
163
$18K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33- 0.84% |
$3.18K - $3.6K
|
3.89K
$430K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-35- 0.23% |
$3.37K - $3.82K
|
15.1K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 1.64% |
$4.24K - $4.8K
|
2.64K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-55- 10.48% |
$5.3K - $6K
|
470
$52K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-55- 1.13% |
$5.3K - $6K
|
4.82K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-127- 4.71% |
$12.2K - $13.8K
|
2.57K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-129- 25.34% |
$12.4K - $14.1K
|
380
$42K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-138- 2.11% |
$13.3K - $15K
|
6.4K
$708K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-145- 35.19% |
$14K - $15.8K
|
267
$29.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-161- 1.89% |
$15.5K - $17.6K
|
8.37K
$926K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-186- 0.24% |
$17.9K - $20.3K
|
78.3K
$8.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-221- 6.24% |
$21.3K - $24.1K
|
3.32K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-250- 4.89% |
$24.1K - $27.3K
|
4.86K
$538K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-258- 9.68% |
$24.9K - $28.1K
|
2.41K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-281- 15.53% |
$27.1K - $30.6K
|
1.53K
$169K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-286- 29.39% |
$27.6K - $31.2K
|
687
$76K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-350- 3.69% |
$33.7K - $38.2K
|
9.14K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-538- 2.49% |
$51.8K - $58.7K
|
21.1K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-555- 2.71% |
$53.5K - $60.5K
|
20K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-560- 21.42% |
$54K - $61.1K
|
2.05K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-765- 32.21% |
$73.7K - $83.4K
|
1.61K
$178K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-984- 13.2% |
$94.8K - $107K
|
6.47K
$716K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 8.56% |
$99.2K - $112K
|
11K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 25.99% |
$103K - $116K
|
3.03K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.15K- 19.74% |
$111K - $126K
|
4.69K
$519K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 30.04% |
$112K - $127K
|
2.71K
$300K
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.18K- 1.99% |
$114K - $129K
|
58.2K
$6.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.48K- 15.43% |
$143K - $162K
|
8.12K
$898K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.79K- 33.65% |
$173K - $195K
|
3.54K
$391K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.04K- 3.97% |
$197K - $223K
|
49.4K
$5.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-2.17K- 5.08% |
$209K - $237K
|
40.6K
$4.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.18K- 94.04% |
$210K - $237K
|
138
$15.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.3K- 3.81% |
$221K - $251K
|
58.1K
$6.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.59K- 2.89% |
$249K - $282K
|
86.9K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.56K- 12.88% |
$343K - $388K
|
24.1K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.2K- 2.48% |
$404K - $457K
|
165K
$18.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.9K- 9.76% |
$472K - $534K
|
45.3K
$5.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.99K- 12.07% |
$481K - $544K
|
36.4K
$4.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.1K- 4.25% |
$1.17M - $1.32M
|
273K
$30.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.5K- 27.23% |
$1.3M - $1.47M
|
35.9K
$3.98M
|