Purchases and Sales Made in Q3 2023 in Abrdn Precious Metals Basket ETF Trust (GLTR)

GLTR Quotes by TradingView

This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q3 2023. 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 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
281K
+ 110.05%
$23.7M - $25.7M
537K $59.7M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
78.2K
+ 48.15%
$6.58M - $7.15M
241K $26.8M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
59.4K
New
$5M - $5.44M
59.4K $6.61M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
41.9K
+ 63.5%
$3.52M - $3.83M
108K $12M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
30.6K
+ 62.05%
$2.57M - $2.8M
79.9K $8.89M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
27.8K
+ 17.2%
$2.34M - $2.54M
189K $21.1M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
18.1K
+ 9.89%
$1.52M - $1.66M
201K $22.4M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
17.7K
+ 6.33%
$1.49M - $1.62M
298K $33.2M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.5K
+ 542.21%
$1.47M - $1.6M
20.7K $2.31M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
13.8K
New
$1.16M - $1.26M
13.8K $1.53M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
8.8K
New
$741K - $805K
8.8K $980K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.78K
+ 36.7%
$654K - $711K
29K $3.22M
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
6.1K
+ 4.82%
$513K - $558K
133K $14.8M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
6.01K
+ 13.67%
$505K - $549K
49.9K $5.56M
Feb 02, 2024 Q3 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
5.25K
New
$441K - $480K
5.25K $584K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.02K
+ 10.59%
$422K - $459K
52.4K $5.83M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.62K
+ 2.03%
$389K - $423K
232K $25.8M
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
3.66K
+ 4.83%
$308K - $335K
79.4K $8.83M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.65K
New
$307K - $333K
3.65K $406K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.56K
New
$300K - $326K
3.56K $397K
Nov 14, 2023 Q3 2023
Castellan Group

Louisville, KY
BUY
 -
3.39K
+ 8.5%
$285K - $310K
43.2K $4.81M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.32K
+ 17.92%
$279K - $304K
21.8K $2.43M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.26K
+ 17.62%
$274K - $298K
21.7K $2.42M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.59K
New
$218K - $237K
2.59K $288K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.47K
New
$207K - $225K
2.47K $274K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.41K
+ 840.91%
$202K - $220K
2.69K $299K
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.39K
New
$201K - $218K
2.39K $266K
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
2.35K
+ 3.32%
$198K - $215K
73.1K $8.14M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
2.12K
+ 18.49%
$178K - $193K
13.6K $1.51M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
1.54K
New
$130K - $141K
1.54K $171K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
1.26K
+ 7.71%
$106K - $115K
17.6K $1.95M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
882
New
$74.2K - $80.7K
882 $98.1K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
858
+ 13.6%
$72.2K - $78.5K
7.17K $797K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
814
+ 16.16%
$68.5K - $74.4K
5.85K $651K
Nov 03, 2023 Q3 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
811
+ 1.51%
$68.2K - $74.2K
54.4K $6.06M
Nov 03, 2023 Q3 2023
Strategic Wealth Investment Group, LLC

BUY
 -
739
+ 2.19%
$62.2K - $67.6K
34.5K $3.84M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
596
+ 21.59%
$50.2K - $54.5K
3.36K $374K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
519
+ 2.57%
$43.7K - $47.5K
20.7K $2.31M
Oct 17, 2023 Q3 2023
Carolina Wealth Advisors, LLC

BUY
 -
494
+ 7.37%
$41.6K - $45.2K
7.2K $801K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
484
+ 3.68%
$40.7K - $44.3K
13.7K $1.52M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
480
+ 8.49%
$40.4K - $43.9K
6.13K $682K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
460
+ 16.83%
$38.7K - $42.1K
3.19K $355K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
406
New
$34.2K - $37.1K
406 $45.2K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
391
+ 7.05%
$32.9K - $35.8K
5.94K $660K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
380
+ 1.58%
$32K - $34.7K
24.5K $2.73M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
343
+ 1.1%
$28.9K - $31.4K
31.5K $3.5M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
253
New
$21.3K - $23.1K
253 $28.2K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
201
New
$16.9K - $18.4K
201 $22.4K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
170
+ 3.47%
$14.3K - $15.5K
5.06K $563K

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