Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32+ 0.13% |
$2.71K - $3.16K
|
24.2K
$2.68M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30+ 4.03% |
$2.54K - $2.96K
|
774
$85.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
27+ 0.92% |
$2.28K - $2.66K
|
2.95K
$326K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 4.72% |
$423 - $493
|
111
$12.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-35- 0.82% |
$2.96K - $3.45K
|
4.22K
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-39Closed |
$3.3K - $3.85K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-51Closed |
$4.31K - $5.03K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-70- 1.71% |
$5.92K - $6.91K
|
4.03K
$446K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100Closed |
$8.46K - $9.87K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-167- 6.21% |
$14.1K - $16.5K
|
2.52K
$279K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-178- 5.7% |
$15.1K - $17.6K
|
2.95K
$326K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-178- 3.18% |
$15.1K - $17.6K
|
5.42K
$599K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-195- 5.49% |
$16.5K - $19.2K
|
3.36K
$372K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-239- 2.04% |
$20.2K - $23.6K
|
11.5K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-283Closed |
$23.9K - $27.9K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-558- 0.82% |
$47.2K - $55K
|
67.4K
$7.46M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-613- 90.95% |
$51.9K - $60.5K
|
61
$6.75K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-698- 3.49% |
$59.1K - $68.9K
|
19.3K
$2.13M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-841- 8.45% |
$71.1K - $83K
|
9.11K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-887- 6.71% |
$75K - $87.5K
|
12.3K
$1.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-970- 13.48% |
$82.1K - $95.7K
|
6.23K
$689K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.45K- 61.56% |
$123K - $143K
|
904
$100K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 27.67% |
$129K - $150K
|
3.97K
$439K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.68K- 63.9% |
$142K - $166K
|
949
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 21.65% |
$154K - $180K
|
6.59K
$729K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.99K- 3.14% |
$168K - $196K
|
61.4K
$6.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.28KClosed |
$277K - $323K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-3.3K- 6.28% |
$279K - $325K
|
49.1K
$5.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.37KClosed |
$285K - $332K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.87KClosed |
$328K - $382K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.98KClosed |
$337K - $392K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-4.39KClosed |
$371K - $433K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-4.48K- 62.36% |
$379K - $442K
|
2.7K
$299K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.35K- 8.04% |
$707K - $824K
|
95.6K
$10.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.69KClosed |
$736K - $858K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.5K- 11.97% |
$889K - $1.04M
|
77.3K
$8.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-11.4K- 24.45% |
$966K - $1.13M
|
35.3K
$3.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-19.9KClosed |
$1.69M - $1.97M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-35.5KClosed |
$3M - $3.5M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-63.5K- 76.96% |
$5.37M - $6.26M
|
19K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-65.7KClosed |
$5.56M - $6.49M
|
0
$0
|