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 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.01KNew |
$395K - $448K
|
5.01K
$576K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.14K+ 17.57% |
$90K - $102K
|
7.64K
$878K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75New |
$5.92K - $6.71K
|
75
$8.63K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119New |
$9.37K - $10.4K
|
119
$13.7K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.87K - $8.76K
|
100
$11.5K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-835- 8.68% |
$65.7K - $73.2K
|
8.79K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.27K- 9.54% |
$99.9K - $111K
|
12K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-280- 45.45% |
$22K - $24.5K
|
336
$38.6K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.69% |
$3.15K - $3.5K
|
5.84K
$671K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
459New |
$36.1K - $40.2K
|
459
$52.8K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-24.9K- 99.84% |
$1.96M - $2.18M
|
39
$4.49K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.05KNew |
$634K - $706K
|
8.05K
$926K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$5.75M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
141New |
$12K - $14K
|
141
$16.2K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-300Closed |
$25.6K - $29.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-90.7KClosed |
$7.74M - $9.01M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-614- 57.65% |
$52.4K - $61K
|
451
$51.9K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$4.35K - $5.07K
|
51
$5.87K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.72KNew |
$232K - $270K
|
2.72K
$313K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.58KNew |
$220K - $256K
|
2.58K
$296K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$34.1K - $39.7K
|
400
$46K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.28K- 90.99% |
$109K - $127K
|
127
$14.6K
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-6.89KClosed |
$588K - $685K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-166Closed |
$14.2K - $16.5K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-26KClosed |
$2.22M - $2.59M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
71New |
$6.06K - $7.05K
|
71
$8.17K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.09KClosed |
$434K - $506K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.54KClosed |
$216K - $252K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-6.34K- 34.77% |
$541K - $630K
|
11.9K
$1.37M
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
SELL
|
- |
-40- 1.05% |
$3.41K - $3.97K
|
3.77K
$433K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-222Closed |
$18.9K - $22.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.79KClosed |
$238K - $277K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16New |
$1.37K - $1.59K
|
16
$1.84K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6Closed |
$512 - $596
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4Closed |
$341 - $397
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
210New |
$17.9K - $20.9K
|
210
$24.2K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
208New |
$17.7K - $20.7K
|
208
$23.9K
|
|
Q1 2022 | |||||||
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$4.35K - $5.34K
|
50
$5.75K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-783Closed |
$68.2K - $83.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.71K- 45.71% |
$236K - $289K
|
3.22K
$370K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.9KClosed |
$1.29M - $1.59M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
175New |
$15.2K - $18.7K
|
175
$20.1K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-73- 61.34% |
$6.36K - $7.8K
|
46
$5.29K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-90Closed |
$7.84K - $9.62K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3KClosed |
$261K - $321K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.62K- 32.59% |
$316K - $387K
|
7.5K
$862K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
598+ 293.14% |
$52.1K - $63.9K
|
802
$92.2K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.74KNew |
$152K - $186K
|
1.74K
$200K
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-22Closed |
$1.92K - $2.35K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-144KClosed |
$12.5M - $15.3M
|
0
$0
|