Purchases and Sales Made in Q4 2023 in Abrdn Platinum ETF Trust (PPLT)
This table provides information about the institutional ownership of Abrdn Platinum ETF Trust (PPLT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
56.5KNew |
$4.41M - $5.23M
|
56.5K
$5.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
31.9K+ 253.62% |
$2.49M - $2.95M
|
44.5K
$3.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
22.3KNew |
$1.74M - $2.06M
|
22.3K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$1.6M - $1.89M
|
20.5K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
19.4KNew |
$1.51M - $1.79M
|
19.4K
$1.74M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7K+ 6.44% |
$1.07M - $1.27M
|
227K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 6.14% |
$1.02M - $1.21M
|
227K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 36.79% |
$964K - $1.14M
|
46K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
11.6K+ 6.09% |
$908K - $1.08M
|
203K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.17KNew |
$559K - $663K
|
7.17K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
6.59K+ 7.88% |
$514K - $609K
|
90.2K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.53KNew |
$509K - $604K
|
6.53K
$586K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99K+ 119.97% |
$467K - $554K
|
11K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.15KNew |
$402K - $476K
|
5.15K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.68K+ 53.84% |
$365K - $433K
|
13.4K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.78K+ 31.17% |
$217K - $257K
|
11.7K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$211K - $250K
|
2.7K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.68K+ 22.73% |
$209K - $248K
|
14.5K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.3KNew |
$179K - $213K
|
2.3K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22KNew |
$173K - $205K
|
2.22K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 3.83% |
$103K - $122K
|
35.7K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
930+ 0.76% |
$72.5K - $86K
|
123K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
743+ 14.24% |
$58K - $68.7K
|
5.96K
$535K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
614New |
$47.9K - $56.8K
|
614
$55.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
500+ 3.24% |
$39K - $46.2K
|
15.9K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
500+ 0.85% |
$39K - $46.2K
|
59.6K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400+ 3.38% |
$31.2K - $37K
|
12.2K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
283+ 6.77% |
$22.1K - $26.2K
|
4.47K
$401K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
217New |
$16.9K - $20.1K
|
217
$19.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
200+ 4.65% |
$15.6K - $18.5K
|
4.5K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
150New |
$11.7K - $13.9K
|
150
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
143New |
$11.2K - $13.2K
|
143
$12.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 7000.0% |
$5.46K - $6.47K
|
71
$6.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47New |
$3.67K - $4.35K
|
47
$4.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
33+ 0.02% |
$2.57K - $3.05K
|
138K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 16.0% |
$1.56K - $1.85K
|
145
$13K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14New |
$1.09K - $1.29K
|
14
$1.26K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$624 - $740
|
8
$719
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.86% |
$234 - $277
|
353
$31.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
1New |
$78 - $92.5
|
1
$89.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$156 - $185
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30- 96.77% |
$2.34K - $2.77K
|
1
$89.8
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37- 1.23% |
$2.89K - $3.42K
|
2.97K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100- 1.02% |
$7.8K - $9.25K
|
9.67K
$869K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-117- 36.91% |
$9.13K - $10.8K
|
200
$18K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-150- 2.98% |
$11.7K - $13.9K
|
4.88K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223- 7.73% |
$17.4K - $20.6K
|
2.66K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-262- 4.3% |
$20.4K - $24.2K
|
5.84K
$524K
|