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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.8K+ 17.49% |
$1.23M - $1.39M
|
85.7K
$8.88M
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-231K- 99.08% |
$22.2M - $25.2M
|
2.15K
$223K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.79K- 33.65% |
$173K - $195K
|
3.54K
$366K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 2.4% |
$385 - $436
|
163
$16.9K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.66K+ 11.81% |
$160K - $181K
|
15.7K
$1.63M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 8.56% |
$99.2K - $112K
|
11K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.69KNew |
$259K - $293K
|
2.69K
$279K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-138- 2.11% |
$13.3K - $15K
|
6.4K
$663K
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.59K- 2.89% |
$249K - $282K
|
86.9K
$9M
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
32New |
$3.08K - $3.49K
|
32
$3.32K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-560- 21.42% |
$54K - $61.1K
|
2.05K
$213K
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.18K- 1.99% |
$114K - $129K
|
58.2K
$6.03M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
850+ 425.0% |
$81.9K - $92.7K
|
1.05K
$109K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-765- 32.21% |
$73.7K - $83.4K
|
1.61K
$167K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.15K- 19.74% |
$111K - $126K
|
4.69K
$486K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-186- 0.24% |
$17.9K - $20.3K
|
78.3K
$8.12M
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
2.41K+ 3.48% |
$232K - $262K
|
71.5K
$7.42M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76+ 1.67% |
$7.32K - $8.29K
|
4.64K
$481K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.59K+ 11.89% |
$250K - $283K
|
24.4K
$2.53M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
97+ 4.46% |
$9.34K - $10.6K
|
2.27K
$235K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 1.46% |
$385 - $436
|
270
$28K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-63.1K- 24.53% |
$6.08M - $6.88M
|
194K
$20.1M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
727+ 27.67% |
$70K - $79.3K
|
3.35K
$348K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-286- 29.39% |
$27.6K - $31.2K
|
687
$71.2K
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-35- 0.23% |
$3.37K - $3.82K
|
15.1K
$1.56M
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
355+ 4.63% |
$34.2K - $38.7K
|
8.02K
$831K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
8+ 0.28% |
$771 - $872
|
2.89K
$299K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-129- 25.34% |
$12.4K - $14.1K
|
380
$39.4K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-145- 35.19% |
$14K - $15.8K
|
267
$27.7K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
722+ 27.14% |
$69.6K - $78.7K
|
3.38K
$351K
|
|
Q1 2024 | |||||||
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.06K+ 567.77% |
$176K - $197K
|
2.42K
$251K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-383- 6.23% |
$32.8K - $36.6K
|
5.77K
$598K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 45.64% |
$309K - $345K
|
11.5K
$1.19M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.32K+ 4.5% |
$198K - $221K
|
53.8K
$5.58M
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.3K+ 3.0% |
$710K - $793K
|
285K
$29.5M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-243- 9.83% |
$20.8K - $23.2K
|
2.23K
$231K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 50.86% |
$343K - $383K
|
3.88K
$402K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.6K- 29.42% |
$7.32M - $8.17M
|
205K
$21.3M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.2K+ 18.42% |
$359K - $401K
|
27K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.02K+ 4.72% |
$772K - $861K
|
200K
$20.7M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184+ 3.93% |
$15.7K - $17.6K
|
4.87K
$504K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 71.04% |
$1.44M - $1.61M
|
6.86K
$711K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 11.11% |
$85.5 - $95.5
|
8
$829
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.21KNew |
$189K - $211K
|
2.21K
$229K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$270K - $302K
|
3.16K
$327K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215K+ 434.55% |
$18.4M - $20.5M
|
264K
$27.4M
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-490- 1.13% |
$41.9K - $46.8K
|
42.7K
$4.43M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
282+ 3.42% |
$24.1K - $26.9K
|
8.53K
$884K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-682- 77.32% |
$58.3K - $65.1K
|
200
$20.7K
|