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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.94K+ 5.03% |
$167K - $185K
|
40.5K
$4.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
23New |
$1.98K - $2.2K
|
23
$2.65K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
36KNew |
$2.96M - $3.32M
|
36K
$4.15M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.46KNew |
$120K - $135K
|
1.46K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
468New |
$38.4K - $43.2K
|
468
$54K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103New |
$8.46K - $9.51K
|
103
$11.9K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$8.21K - $9.23K
|
100
$11.5K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$4.11K - $4.62K
|
50
$5.77K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$3.12K - $3.51K
|
38
$4.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$2.87K - $3.23K
|
35
$4.04K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$493 - $554
|
6
$692
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$328 - $369
|
4
$462
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$82.1 - $92.3
|
1
$115
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.01KNew |
$395K - $448K
|
5.01K
$578K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.5K+ 2.41% |
$355K - $403K
|
191K
$22M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.52KNew |
$278K - $315K
|
3.52K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.12KNew |
$246K - $279K
|
3.12K
$360K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.03KNew |
$239K - $271K
|
3.03K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.73KNew |
$215K - $244K
|
2.73K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.6KNew |
$205K - $233K
|
2.6K
$300K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.36KNew |
$107K - $121K
|
1.36K
$157K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.14K+ 17.57% |
$90K - $102K
|
7.64K
$881K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
432New |
$34.1K - $38.7K
|
432
$49.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$19.7K - $22.4K
|
250
$28.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
236New |
$18.6K - $21.1K
|
236
$27.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
170New |
$13.4K - $15.2K
|
170
$19.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
117+ 1.8% |
$9.23K - $10.5K
|
6.63K
$765K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75New |
$5.92K - $6.71K
|
75
$8.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$2.21K - $2.51K
|
56
$6.46K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$237 - $268
|
3
$346
|
|
| Q3 2022 | |||||||
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.05KNew |
$634K - $706K
|
8.05K
$929K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
459New |
$36.1K - $40.2K
|
459
$53K
|
|
|
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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.69% |
$3.15K - $3.5K
|
5.84K
$674K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$5.77M
|
|
|
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
|
|
|
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
$24K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
141New |
$12K - $14K
|
141
$16.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
71New |
$6.06K - $7.05K
|
71
$8.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$4.35K - $5.07K
|
51
$5.89K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16New |
$1.37K - $1.59K
|
16
$1.85K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.74KNew |
$152K - $186K
|
1.74K
$201K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
598+ 293.14% |
$52.1K - $63.9K
|
802
$92.6K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
175New |
$15.2K - $18.7K
|
175
$20.2K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$4.35K - $5.34K
|
50
$5.77K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
841New |
$71.4K - $79.5K
|
841
$97.1K
|
|