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 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.85KNew |
$476K - $540K
|
5.85K
$626K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.09KNew |
$333K - $378K
|
4.09K
$438K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.56KNew |
$290K - $329K
|
3.56K
$382K
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.27KNew |
$185K - $210K
|
2.27K
$243K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.21KNew |
$180K - $204K
|
2.21K
$237K
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.84K+ 5.32% |
$150K - $170K
|
36.3K
$3.89M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
857New |
$69.8K - $79.1K
|
857
$91.8K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
530New |
$43.2K - $48.9K
|
530
$56.8K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
97+ 23.54% |
$7.9K - $8.95K
|
509
$54.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50New |
$4.07K - $4.62K
|
50
$5.36K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
32+ 25.6% |
$2.61K - $2.95K
|
157
$16.8K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$2.12K - $2.4K
|
26
$2.79K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18New |
$1.47K - $1.66K
|
18
$1.93K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13New |
$1.06K - $1.2K
|
13
$1.39K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$407 - $462
|
5
$536
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$163 - $185
|
2
$214
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.8KNew |
$741K - $805K
|
8.8K
$943K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.47KNew |
$207K - $225K
|
2.47K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.54KNew |
$130K - $141K
|
1.54K
$165K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
596+ 21.59% |
$50.2K - $54.5K
|
3.36K
$360K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
460+ 16.83% |
$38.7K - $42.1K
|
3.19K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
406New |
$34.2K - $37.1K
|
406
$43.5K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
253New |
$21.3K - $23.1K
|
253
$27.1K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
52New |
$4.38K - $4.75K
|
52
$5.57K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19New |
$1.6K - $1.74K
|
19
$2.04K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19+ 0.73% |
$1.6K - $1.74K
|
2.62K
$281K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 3.09% |
$421 - $457
|
167
$17.9K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$84.2 - $91.4
|
1
$107
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.4KNew |
$1.67M - $1.86M
|
19.4K
$2.08M
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.3KNew |
$284K - $315K
|
3.3K
$353K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.94K+ 5.03% |
$167K - $185K
|
40.5K
$4.34M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
412New |
$35.5K - $39.4K
|
412
$44.1K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 3.5% |
$25.8K - $28.7K
|
8.86K
$949K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
124New |
$10.7K - $11.9K
|
124
$13.3K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
23New |
$1.98K - $2.2K
|
23
$2.46K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
36KNew |
$2.96M - $3.32M
|
36K
$3.86M
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.46KNew |
$120K - $135K
|
1.46K
$156K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
468New |
$38.4K - $43.2K
|
468
$50.1K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103New |
$8.46K - $9.51K
|
103
$11K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$8.21K - $9.23K
|
100
$10.7K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$4.11K - $4.62K
|
50
$5.36K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$3.12K - $3.51K
|
38
$4.07K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$2.87K - $3.23K
|
35
$3.75K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$493 - $554
|
6
$643
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$328 - $369
|
4
$428
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$82.1 - $92.3
|
1
$107
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.01KNew |
$410K - $448K
|
5.01K
$537K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.5K+ 2.41% |
$368K - $403K
|
191K
$20.5M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.52KNew |
$288K - $315K
|
3.52K
$377K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.12KNew |
$255K - $279K
|
3.12K
$334K
|