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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$2.21K - $2.51K
|
56
$6.47K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.73KNew |
$215K - $244K
|
2.73K
$315K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.03KNew |
$239K - $271K
|
3.03K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.52KNew |
$278K - $315K
|
3.52K
$407K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
236New |
$18.6K - $21.1K
|
236
$27.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
117+ 1.8% |
$9.23K - $10.5K
|
6.63K
$766K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.36KNew |
$107K - $121K
|
1.36K
$157K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
432New |
$34.1K - $38.7K
|
432
$49.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.01KNew |
$395K - $448K
|
5.01K
$578K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$237 - $268
|
3
$346
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.14K+ 17.57% |
$90K - $102K
|
7.64K
$882K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75New |
$5.92K - $6.71K
|
75
$8.66K
|
|
| 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
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-280- 45.45% |
$22K - $24.5K
|
336
$38.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.27K- 9.54% |
$99.9K - $111K
|
12K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.69% |
$3.15K - $3.5K
|
5.84K
$674K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
459New |
$36.1K - $40.2K
|
459
$53K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-24.9K- 99.84% |
$1.96M - $2.18M
|
39
$4.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.05KNew |
$634K - $706K
|
8.05K
$930K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.07K- 3.49% |
$90.9K - $106K
|
29.4K
$3.4M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$5.77M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
141New |
$12K - $14K
|
141
$16.3K
|
|
|
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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-614- 57.65% |
$52.4K - $61K
|
451
$52.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$4.35K - $5.07K
|
51
$5.89K
|
|
|
Aug 15, 2022
Q2 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-90.7KClosed |
$7.74M - $9.01M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.72KNew |
$232K - $270K
|
2.72K
$314K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.58KNew |
$220K - $256K
|
2.58K
$298K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$34.1K - $39.7K
|
400
$46.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.28K- 90.99% |
$109K - $127K
|
127
$14.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-166Closed |
$14.2K - $16.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
71New |
$6.06K - $7.05K
|
71
$8.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-26KClosed |
$2.22M - $2.59M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.09KClosed |
$434K - $506K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
SELL
|
- |
-40- 1.05% |
$3.41K - $3.97K
|
3.77K
$435K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-6.34K- 34.77% |
$541K - $630K
|
11.9K
$1.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.54KClosed |
$216K - $252K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.79KClosed |
$238K - $277K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-222Closed |
$18.9K - $22.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16New |
$1.37K - $1.59K
|
16
$1.85K
|
|
|
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
$24.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
208New |
$17.7K - $20.7K
|
208
$24K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$4.35K - $5.34K
|
50
$5.77K
|
|
|
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
$372K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
175New |
$15.2K - $18.7K
|
175
$20.2K
|
|