Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
100+ 2.48% |
$8.49K - $9.45K
|
4.13K
$468K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
90New |
$7.64K - $8.51K
|
90
$10.2K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
34+ 0.59% |
$2.88K - $3.21K
|
5.82K
$660K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
24New |
$2.04K - $2.27K
|
24
$2.72K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 7.21% |
$679 - $756
|
119
$13.5K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6New |
$509 - $567
|
6
$680
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4New |
$339 - $378
|
4
$453
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$339 - $378
|
4
$453
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.19% |
$84.9 - $94.5
|
85
$9.63K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-11- 0.13% |
$933 - $1.04K
|
8.33K
$944K
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$1.27K - $1.42K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-29- 0.69% |
$2.46K - $2.74K
|
4.2K
$475K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60Closed |
$5.09K - $5.67K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-97Closed |
$8.23K - $9.17K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-140- 2.96% |
$11.9K - $13.2K
|
4.58K
$520K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-153Closed |
$13K - $14.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-174- 22.48% |
$14.8K - $16.4K
|
600
$68K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-250- 50.1% |
$21.2K - $23.6K
|
249
$28.2K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-280Closed |
$23.8K - $26.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-295- 8.78% |
$25K - $27.9K
|
3.07K
$347K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-322- 10.92% |
$27.3K - $30.4K
|
2.63K
$298K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-438- 7.46% |
$37.2K - $41.4K
|
5.43K
$616K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-525Closed |
$44.5K - $49.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-581- 14.63% |
$49.3K - $54.9K
|
3.39K
$384K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-594- 3.96% |
$50.4K - $56.1K
|
14.4K
$1.63M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-611- 90.65% |
$51.8K - $57.7K
|
63
$7.14K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-665Closed |
$56.4K - $62.8K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-762- 86.89% |
$64.7K - $72K
|
115
$13K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-874- 3.61% |
$74.2K - $82.6K
|
23.3K
$2.64M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-897- 9.45% |
$76.1K - $84.8K
|
8.59K
$974K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.12KClosed |
$95.1K - $106K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 14.43% |
$104K - $116K
|
7.27K
$824K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.36K- 20.67% |
$116K - $129K
|
5.23K
$593K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.39KClosed |
$118K - $131K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.52K- 24.48% |
$129K - $144K
|
4.7K
$533K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.62K- 29.95% |
$138K - $153K
|
3.79K
$430K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.99K- 10.33% |
$169K - $188K
|
17.3K
$1.96M
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.33KClosed |
$198K - $220K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-2.52KClosed |
$214K - $238K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-2.7KClosed |
$229K - $255K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.95KClosed |
$250K - $278K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.2K- 35.13% |
$272K - $302K
|
5.91K
$670K
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.66K- 24.79% |
$311K - $346K
|
11.1K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.37K- 7.12% |
$371K - $413K
|
57K
$6.47M
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-5.14K- 14.57% |
$436K - $486K
|
30.1K
$3.42M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.05K- 7.87% |
$598K - $667K
|
82.6K
$9.36M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.23K- 2.71% |
$614K - $684K
|
260K
$29.5M
|