Latest Institutional Purchases of Abrdn Precious Metals Basket ETF Trust (GLTR)
This list provides information on the latest institutional transactions involving Abrdn Precious Metals Basket ETF Trust (GLTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
222K+ 156.29% |
$24.2M - $27M
|
364K
$43.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
204K+ 8256.27% |
$22.3M - $24.8M
|
207K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
115KNew |
$12.6M - $14M
|
115K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.4K+ 33.04% |
$8.34M - $9.29M
|
308K
$37.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
60.5KNew |
$6.61M - $7.36M
|
60.5K
$7.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.7KNew |
$6.29M - $7.02M
|
57.7K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.3K+ 42.56% |
$4.18M - $4.66M
|
128K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.2KNew |
$3.73M - $4.16M
|
34.2K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.4KNew |
$3.1M - $3.46M
|
28.4K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22.2KNew |
$2.42M - $2.7M
|
22.2K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.6K+ 60.77% |
$1.59M - $1.77M
|
38.5K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 146.73% |
$1.33M - $1.48M
|
20.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 216.68% |
$1.18M - $1.32M
|
15.8K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 5.58% |
$1.14M - $1.27M
|
198K
$23.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.73KNew |
$953K - $1.06M
|
8.73K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.16KNew |
$890K - $992K
|
8.16K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.97KNew |
$760K - $847K
|
6.97K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.81K+ 12.29% |
$525K - $585K
|
43.9K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.26K+ 1.83% |
$465K - $518K
|
237K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.1K+ 16.89% |
$448K - $499K
|
28.4K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.79K+ 15.72% |
$413K - $461K
|
27.9K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3KNew |
$327K - $364K
|
3K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.73K+ 387.52% |
$298K - $332K
|
3.44K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.64KNew |
$288K - $321K
|
2.64K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.53K+ 2.24% |
$276K - $308K
|
116K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.4KNew |
$262K - $292K
|
2.4K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.31K+ 12.42% |
$252K - $281K
|
20.9K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9KNew |
$207K - $231K
|
1.9K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82KNew |
$199K - $222K
|
1.82K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.76K+ 32.77% |
$193K - $215K
|
7.15K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.66K+ 5.66% |
$181K - $201K
|
30.9K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.63K+ 4.45% |
$178K - $199K
|
38.4K
$4.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.61KNew |
$175K - $196K
|
1.61K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.39K+ 8.71% |
$152K - $169K
|
17.4K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.35K+ 29.79% |
$147K - $164K
|
5.87K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22K+ 16.22% |
$133K - $148K
|
8.71K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 46.16% |
$124K - $138K
|
3.6K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04K+ 4.74% |
$113K - $126K
|
22.9K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.02K+ 25.37% |
$111K - $124K
|
5.03K
$607K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
931+ 0.64% |
$102K - $113K
|
146K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
915+ 40.65% |
$99.9K - $111K
|
3.17K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
690+ 37.62% |
$75.3K - $83.9K
|
2.52K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
637+ 13.64% |
$69.5K - $77.5K
|
5.31K
$641K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
522+ 17.81% |
$57K - $63.5K
|
3.45K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
425+ 15.62% |
$46.4K - $51.7K
|
3.15K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
390New |
$42.6K - $47.4K
|
390
$47.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
222+ 9.47% |
$24.2K - $27K
|
2.57K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
196New |
$21.4K - $23.8K
|
196
$23.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
177+ 3.86% |
$19.3K - $21.5K
|
4.77K
$575K
|