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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 34.92% |
$189K - $210K
|
4.1K
$435K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.3KNew |
$284K - $315K
|
3.3K
$350K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
23New |
$1.98K - $2.2K
|
23
$2.44K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.4KNew |
$1.67M - $1.86M
|
19.4K
$2.06M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.94K+ 5.03% |
$167K - $185K
|
40.5K
$4.29M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 3.5% |
$25.8K - $28.7K
|
8.86K
$939K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-92.5K- 94.9% |
$7.6M - $8.54M
|
4.97K
$527K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$493 - $554
|
6
$636
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$8.21K - $9.23K
|
100
$10.6K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2Closed |
$164 - $185
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
36KNew |
$2.96M - $3.32M
|
36K
$3.82M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$4.11K - $4.62K
|
50
$5.3K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
468New |
$38.4K - $43.2K
|
468
$49.6K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.46KNew |
$120K - $135K
|
1.46K
$155K
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.15K- 21.58% |
$94K - $106K
|
4.16K
$441K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$3.12K - $3.51K
|
38
$4.03K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-944- 17.72% |
$77.5K - $87.1K
|
4.38K
$465K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$2.87K - $3.23K
|
35
$3.71K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$82.1 - $92.3
|
1
$106
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103New |
$8.46K - $9.51K
|
103
$10.9K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$328 - $369
|
4
$424
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$20.5K - $22.4K
|
250
$26.5K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
170New |
$13.9K - $15.2K
|
170
$18K
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.6KNew |
$213K - $233K
|
2.6K
$276K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.12KNew |
$255K - $279K
|
3.12K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$2.29K - $2.51K
|
56
$5.94K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.5K+ 2.41% |
$368K - $403K
|
191K
$20.3M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$8.18K - $8.95K
|
100
$10.6K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.73KNew |
$223K - $244K
|
2.73K
$289K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.03KNew |
$248K - $271K
|
3.03K
$322K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.52KNew |
$288K - $315K
|
3.52K
$374K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
236New |
$19.3K - $21.1K
|
236
$25K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
117+ 1.8% |
$9.57K - $10.5K
|
6.63K
$703K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.36KNew |
$111K - $121K
|
1.36K
$144K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
432New |
$35.3K - $38.7K
|
432
$45.8K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$245 - $268
|
3
$318
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.01KNew |
$410K - $448K
|
5.01K
$531K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.14K+ 17.57% |
$93.3K - $102K
|
7.64K
$810K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75New |
$6.14K - $6.71K
|
75
$7.95K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119New |
$9.5K - $10.4K
|
119
$12.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.99K - $8.76K
|
100
$10.6K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.69% |
$3.19K - $3.5K
|
5.84K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-280- 45.45% |
$22.4K - $24.5K
|
336
$35.6K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.27K- 9.54% |
$101K - $111K
|
12K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-835- 8.68% |
$66.7K - $73.2K
|
8.79K
$932K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
178New |
$14.2K - $15.6K
|
178
$18.9K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
459New |
$36.7K - $40.2K
|
459
$48.7K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-24.9K- 99.84% |
$1.99M - $2.18M
|
39
$4.14K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.05KNew |
$643K - $706K
|
8.05K
$854K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$5.3M
|