Latest Institutional Transactions on Granite Shares Gold Trust (BAR)
This table provides information on the latest institutional transactions involving Granite Shares Gold Trust (BAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5K+ 32.72% |
$23.8K - $26.6K
|
6.08K
$202K
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-580Closed |
$9.19K - $10.3K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-500Closed |
$7.93K - $8.87K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23KClosed |
$337K - $385K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17.5KClosed |
$256K - $292K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$16K - $18.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-2.2KClosed |
$31.9K - $33.3K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-61.3KClosed |
$888K - $927K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-132KClosed |
$1.91M - $2M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21.7KClosed |
$315K - $329K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-338Closed |
$4.89K - $5.11K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-888KClosed |
$12.9M - $13.4M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
485New |
$6.69K - $7.51K
|
485
$16.1K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-15.7KClosed |
$199K - $223K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.79KClosed |
$88.9K - $92K
|
0
$0
|
|