Purchases and Sales Made in Q1 2023 in Abrdn Platinum ETF Trust (PPLT)
This table provides information about the institutional ownership of Abrdn Platinum ETF Trust (PPLT) during Q1 2023. The information is specifically focused on institutions that hold shares of abrdn Platinum ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 7.07% |
$590 - $708
|
92
$8.26K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8Closed |
$675 - $809
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 23.44% |
$1.27K - $1.52K
|
49
$4.4K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-48- 1.28% |
$4.05K - $4.85K
|
3.71K
$334K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-100- 16.67% |
$8.43K - $10.1K
|
500
$44.9K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-135Closed |
$11.4K - $13.6K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-150- 4.87% |
$12.7K - $15.2K
|
2.93K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 4.24% |
$13.5K - $16.2K
|
3.61K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-225- 2.14% |
$19K - $22.7K
|
10.3K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-249- 1.98% |
$21K - $25.2K
|
12.3K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-379- 7.5% |
$32K - $38.3K
|
4.67K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-441- 11.45% |
$37.2K - $44.6K
|
3.41K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-524- 7.5% |
$44.2K - $53K
|
6.46K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-846- 0.51% |
$71.4K - $85.5K
|
164K
$14.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-985- 17.01% |
$83.1K - $99.6K
|
4.81K
$432K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 23.55% |
$86.4K - $104K
|
3.33K
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.4K- 34.91% |
$118K - $141K
|
2.61K
$234K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 26.23% |
$129K - $155K
|
4.31K
$387K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 11.48% |
$153K - $184K
|
14K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.96K- 9.99% |
$165K - $198K
|
17.7K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.46K- 5.14% |
$207K - $249K
|
45.4K
$4.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3.38K- 6.03% |
$285K - $341K
|
52.6K
$4.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.53K- 62.23% |
$298K - $357K
|
2.14K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.7K- 36.63% |
$312K - $374K
|
6.4K
$575K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.36K- 11.43% |
$368K - $441K
|
33.8K
$3.04M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-8.15K- 5.99% |
$687K - $824K
|
128K
$11.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 28.1% |
$1.72M - $2.06M
|
52.2K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.9K- 8.78% |
$2.02M - $2.42M
|
249K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.8K- 46.6% |
$2.68M - $3.21M
|
36.4K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.8K- 16.95% |
$3.28M - $3.93M
|
190K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-111K- 32.41% |
$9.39M - $11.3M
|
232K
$20.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-381K- 99.03% |
$32.1M - $38.5M
|
3.73K
$335K
|