Purchases and Sales Made in Q1 2023 in Abrdn Palladium ETF Trust (PALL)
This table provides information about the institutional ownership of Abrdn Palladium ETF Trust (PALL) during Q1 2023. The information is specifically focused on institutions that hold shares of abrdn Palladium ETF Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.8KNew |
$2.65M - $3.47M
|
20.8K
$1.75M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
12.8K+ 95.78% |
$1.63M - $2.14M
|
26.2K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.5K+ 537.66% |
$1.46M - $1.91M
|
13.6K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 22.42% |
$1.33M - $1.74M
|
56.9K
$4.8M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.79K+ 312.82% |
$865K - $1.13M
|
8.95K
$754K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.13K+ 105.68% |
$527K - $689K
|
8.04K
$677K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 235.29% |
$510K - $667K
|
5.7K
$480K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.82K+ 116.33% |
$487K - $637K
|
7.1K
$598K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 118.95% |
$457K - $598K
|
6.6K
$556K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.88K+ 19166.67% |
$367K - $480K
|
2.89K
$243K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.96KNew |
$249K - $326K
|
1.96K
$165K
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.91KNew |
$244K - $319K
|
1.91K
$161K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.87K+ 67.65% |
$239K - $312K
|
4.64K
$391K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 67.39% |
$239K - $312K
|
4.65K
$392K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.74KNew |
$221K - $289K
|
1.74K
$146K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 6.44% |
$146K - $191K
|
18.9K
$1.59M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.02K+ 5075.0% |
$129K - $169K
|
1.04K
$87.2K
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
697+ 2.71% |
$88.9K - $116K
|
26.4K
$2.22M
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
637+ 48.04% |
$81.2K - $106K
|
1.96K
$165K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$63.8K - $83.4K
|
500
$42.1K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
464+ 5.82% |
$59.2K - $77.4K
|
8.44K
$711K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
325+ 22.92% |
$41.4K - $54.2K
|
1.74K
$147K
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
200New |
$25.5K - $33.4K
|
200
$16.8K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
185+ 3.87% |
$23.6K - $30.9K
|
4.97K
$418K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$19.1K - $25K
|
150
$12.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142+ 10.5% |
$18.1K - $23.7K
|
1.5K
$126K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
135+ 241.07% |
$17.2K - $22.5K
|
191
$16.1K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 7.74% |
$15.3K - $20K
|
1.67K
$141K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83+ 0.54% |
$10.6K - $13.8K
|
15.4K
$1.3M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80New |
$10.2K - $13.3K
|
80
$6.74K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 30.92% |
$8.16K - $10.7K
|
271
$22.8K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
55New |
$7.01K - $9.18K
|
55
$4.63K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50New |
$6.38K - $8.34K
|
50
$4.21K
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
48New |
$6.12K - $8.01K
|
48
$4.04K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 1.76% |
$4.72K - $6.17K
|
2.14K
$180K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33New |
$4.21K - $5.51K
|
33
$2.78K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 50.0% |
$3.83K - $5K
|
90
$7.58K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
25+ 178.57% |
$3.19K - $4.17K
|
39
$3.28K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22New |
$2.81K - $3.67K
|
22
$1.85K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4New |
$510 - $667
|
4
$337
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.05% |
$255 - $334
|
3.65K
$307K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 75.86% |
$2.81K - $3.67K
|
7
$589
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30- 18.18% |
$3.83K - $5K
|
135
$11.4K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-40- 0.5% |
$5.1K - $6.67K
|
8.02K
$675K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 4.61% |
$12.8K - $16.7K
|
2.07K
$174K
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-129- 4.44% |
$16.4K - $21.5K
|
2.77K
$234K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-150Closed |
$19.1K - $25K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 41.46% |
$63.8K - $83.4K
|
706
$59.5K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-540- 0.64% |
$68.9K - $90.1K
|
83.7K
$7.04M
|