Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 18.33% |
$2.22K - $2.54K
|
142
$16.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10+ 2.63% |
$1.01K - $1.15K
|
390
$44.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8+ 0.09% |
$808 - $924
|
9.14K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 27.78% |
$505 - $577
|
23
$2.61K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2+ 0.08% |
$202 - $231
|
2.41K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$101 - $115
|
3
$340
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-3- 0.1% |
$303 - $346
|
2.89K
$327K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.08% |
$303 - $346
|
3.91K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7- 0.26% |
$707 - $808
|
2.68K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.03% |
$1.41K - $1.62K
|
49.4K
$5.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 20.0% |
$2.53K - $2.89K
|
100
$11.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-32- 20.38% |
$3.23K - $3.7K
|
125
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-77- 1.52% |
$7.78K - $8.89K
|
4.99K
$566K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-80- 3.43% |
$8.08K - $9.24K
|
2.25K
$255K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-104- 2.22% |
$10.5K - $12K
|
4.59K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-155- 2.42% |
$15.7K - $17.9K
|
6.24K
$707K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-193- 6.05% |
$19.5K - $22.3K
|
3K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-194- 0.88% |
$19.6K - $22.4K
|
21.9K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 12.11% |
$19.7K - $22.5K
|
1.42K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223- 5.6% |
$22.5K - $25.8K
|
3.76K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-289- 0.37% |
$29.2K - $33.4K
|
78K
$8.84M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-339- 2.32% |
$34.3K - $39.2K
|
14.3K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-345- 4.25% |
$34.9K - $39.8K
|
7.78K
$881K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-347- 7.2% |
$35.1K - $40.1K
|
4.47K
$507K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-380- 24.87% |
$38.4K - $43.9K
|
1.15K
$130K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-421- 5.25% |
$42.5K - $48.6K
|
7.6K
$861K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-434- 13.06% |
$43.9K - $50.1K
|
2.89K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-476- 5.0% |
$48.1K - $55K
|
9.05K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-570- 18.79% |
$57.6K - $65.8K
|
2.46K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-621- 1.07% |
$62.8K - $71.7K
|
57.6K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-789- 9.43% |
$79.7K - $91.1K
|
7.58K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-834- 31.26% |
$84.3K - $96.3K
|
1.83K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-841- 31.02% |
$85K - $97.1K
|
1.87K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.34K- 6.71% |
$135K - $155K
|
18.6K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 1.72% |
$151K - $173K
|
85.4K
$9.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.53K- 23.64% |
$155K - $177K
|
4.94K
$560K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.65K- 15.03% |
$167K - $191K
|
9.35K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.86K- 19.85% |
$188K - $214K
|
7.5K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.86K- 0.98% |
$188K - $215K
|
188K
$21.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 53.07% |
$208K - $238K
|
1.82K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.08K- 7.98% |
$210K - $240K
|
24K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.5K- 8.75% |
$455K - $520K
|
47K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.87K- 10.11% |
$594K - $678K
|
52.2K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.14K- 19.63% |
$721K - $824K
|
29.2K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.02K- 2.93% |
$811K - $926K
|
265K
$30.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.1K- 4.69% |
$919K - $1.05M
|
185K
$21M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.1K- 4.25% |
$1.22M - $1.4M
|
273K
$30.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-15.8K- 40.7% |
$1.6M - $1.82M
|
23K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-18.1K- 86.09% |
$1.83M - $2.09M
|
2.93K
$332K
|