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 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-525Closed |
$44.5K - $49.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.12KClosed |
$95.1K - $106K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
109New |
$9.25K - $10.3K
|
109
$11.6K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-153Closed |
$13K - $14.5K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-2.7KClosed |
$229K - $255K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-250- 50.1% |
$21.2K - $23.6K
|
249
$26.4K
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.33KClosed |
$198K - $220K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.37KClosed |
$285K - $332K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-39Closed |
$3.3K - $3.85K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.28KClosed |
$277K - $323K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21KNew |
$1.78M - $2.07M
|
21K
$2.23M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.69KClosed |
$736K - $858K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.87KClosed |
$328K - $382K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100Closed |
$8.46K - $9.87K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.4KClosed |
$508K - $559K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-45Closed |
$4.23K - $4.66K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-163Closed |
$15.3K - $16.9K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-51Closed |
$4.63K - $5.19K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-14.3KClosed |
$1.3M - $1.46M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-48Closed |
$4.36K - $4.89K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
200New |
$18.2K - $20.4K
|
200
$21.2K
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
13New |
$1.18K - $1.32K
|
13
$1.38K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.63KClosed |
$421K - $472K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-84Closed |
$7.63K - $8.55K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-6.45KClosed |
$585K - $640K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-300Closed |
$27.2K - $29.8K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-500Closed |
$45.4K - $49.6K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6KNew |
$545K - $595K
|
6K
$636K
|
|
Q3 2020 | |||||||
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
215New |
$17.8K - $22.5K
|
215
$22.8K
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-91.7KClosed |
$6.82M - $7.66M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-173Closed |
$12.9K - $14.5K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.14KClosed |
$383K - $429K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-618- 91.69% |
$40.4K - $52.6K
|
56
$5.94K
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.4KClosed |
$287K - $374K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-110Closed |
$7.18K - $9.36K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-61Closed |
$3.98K - $5.19K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Iron Financial, LLC
|
SELL
|
- |
-3.4KClosed |
$222K - $289K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 05, 2020
Q4 2019
|
Ellevest, Inc.
|
SELL
|
- |
-73Closed |
$5.24K - $5.58K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-28.2KClosed |
$1.89M - $2.18M
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-170Closed |
$11.4K - $13.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-277Closed |
$17.1K - $18.9K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-171Closed |
$10.6K - $11.7K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-129Closed |
$7.98K - $8.82K
|
0
$0
|
|
Q1 2019 | |||||||
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-313Closed |
$19.8K - $20.9K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-250Closed |
$15.8K - $16.7K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50New |
$2.92K - $3.16K
|
50
$5.3K
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$58.4 - $63.2
|
1
$106
|