Latest Institutional Transactions on Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information on the latest institutional transactions involving Abrdn Precious Metals Basket ETF Trust (GLTR) 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-129- 4.47% |
$14.1K - $15.7K
|
2.76K
$318K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.48% |
$2.95K - $3.28K
|
1.8K
$207K
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-4.78K- 5.6% |
$522K - $582K
|
80.6K
$9.3M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-609- 11.86% |
$66.5K - $74.1K
|
4.53K
$522K
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-470- 0.6% |
$51.3K - $57.2K
|
77.6K
$8.95M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-361- 15.7% |
$39.4K - $43.9K
|
1.94K
$224K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
915+ 40.65% |
$99.9K - $111K
|
3.17K
$365K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-162- 1.76% |
$17.7K - $19.7K
|
9.05K
$1.04M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 99.9% |
$109K - $122K
|
1
$115
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.73KNew |
$953K - $1.06M
|
8.73K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 14.51% |
$120K - $134K
|
6.5K
$750K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
60.5KNew |
$6.61M - $7.36M
|
60.5K
$6.99M
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-30- 4.18% |
$3.27K - $3.65K
|
687
$79.3K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
222+ 9.47% |
$24.2K - $27K
|
2.57K
$296K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35- 0.02% |
$3.82K - $4.26K
|
185K
$21.4M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-498K- 99.12% |
$54.4M - $60.6M
|
4.41K
$509K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.7KNew |
$6.29M - $7.02M
|
57.7K
$6.66M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-254- 7.13% |
$27.7K - $30.9K
|
3.31K
$382K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
13.6K+ 33.45% |
$1.37M - $1.57M
|
54.1K
$6.25M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-499- 14.12% |
$50.4K - $57.6K
|
3.04K
$350K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 53.85% |
$707 - $808
|
20
$2.31K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-104- 2.22% |
$10.5K - $12K
|
4.59K
$530K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.1K- 4.25% |
$1.22M - $1.4M
|
273K
$31.5M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-476- 5.0% |
$48.1K - $55K
|
9.05K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
872+ 23.89% |
$88.1K - $101K
|
4.52K
$522K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 29.07% |
$189K - $216K
|
8.29K
$957K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223- 5.6% |
$22.5K - $25.8K
|
3.76K
$434K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 12.11% |
$19.7K - $22.5K
|
1.42K
$163K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 17.84% |
$491K - $561K
|
32.1K
$3.7M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-75.1K- 45.5% |
$7.59M - $8.68M
|
90K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.93K+ 55.85% |
$195K - $223K
|
5.38K
$621K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.17K+ 8.81% |
$320K - $366K
|
39.1K
$4.51M
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
125+ 2.3% |
$12.6K - $14.4K
|
5.56K
$641K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$101 - $115
|
3
$346
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.08K- 7.98% |
$210K - $240K
|
24K
$2.77M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-841- 31.02% |
$85K - $97.1K
|
1.87K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$2.46M - $2.81M
|
24.4K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 27.78% |
$505 - $577
|
23
$2.65K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.87K- 10.11% |
$594K - $678K
|
52.2K
$6.03M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-789- 9.43% |
$79.7K - $91.1K
|
7.58K
$875K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
289+ 1.2% |
$29.2K - $33.4K
|
24.4K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82KNew |
$183K - $210K
|
1.82K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.02K- 2.93% |
$811K - $926K
|
265K
$30.6M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-213K- 60.06% |
$21.6M - $24.6M
|
142K
$16.4M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
131+ 47.46% |
$13.2K - $15.1K
|
407
$47K
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.34K- 6.71% |
$135K - $155K
|
18.6K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-834- 31.26% |
$84.3K - $96.3K
|
1.83K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$258K - $295K
|
2.55K
$295K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.4K+ 735.6% |
$2.27M - $2.59M
|
25.5K
$2.94M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 10.43% |
$2.21M - $2.52M
|
231K
$26.7M
|