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, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
170New |
$13.4K - $15.2K
|
170
$30K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
117+ 1.8% |
$9.23K - $10.5K
|
6.63K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75New |
$5.92K - $6.71K
|
75
$13.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$2.21K - $2.51K
|
56
$9.88K
|
|
| Q3 2022 | |||||||
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.05KNew |
$634K - $706K
|
8.05K
$1.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
459New |
$36.1K - $40.2K
|
459
$81K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119New |
$9.37K - $10.4K
|
119
$21K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.87K - $8.76K
|
100
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.69% |
$3.15K - $3.5K
|
5.84K
$1.03M
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.27M - $4.97M
|
50K
$8.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.72KNew |
$232K - $270K
|
2.72K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.58KNew |
$220K - $256K
|
2.58K
$455K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$34.1K - $39.7K
|
400
$70.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
210New |
$17.9K - $20.9K
|
210
$37.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
208New |
$17.7K - $20.7K
|
208
$36.7K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
141New |
$12K - $14K
|
141
$24.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
71New |
$6.06K - $7.05K
|
71
$12.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$4.35K - $5.07K
|
51
$9K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16New |
$1.37K - $1.59K
|
16
$2.82K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.74KNew |
$152K - $186K
|
1.74K
$307K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
598+ 293.14% |
$52.1K - $63.9K
|
802
$142K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
175New |
$15.2K - $18.7K
|
175
$30.9K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$4.35K - $5.34K
|
50
$8.82K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
841New |
$71.4K - $79.5K
|
841
$148K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
109New |
$9.25K - $10.3K
|
109
$19.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108New |
$9.16K - $10.2K
|
108
$19.1K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21KNew |
$1.78M - $2.07M
|
21K
$3.71M
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
200New |
$18.2K - $20.4K
|
200
$35.3K
|
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
13New |
$1.18K - $1.32K
|
13
$2.29K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6KNew |
$545K - $595K
|
6K
$1.06M
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
215New |
$17.8K - $22.5K
|
215
$37.9K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50New |
$2.92K - $3.16K
|
50
$8.82K
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$58.4 - $63.2
|
1
$176
|
|