Purchases and Sales Made in Q1 2022 in Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q1 2022. The information is specifically focused on institutions that hold shares of abrdn Precious Metals Basket ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
292KNew |
$25.4M - $31.2M
|
292K
$32.1M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
134KNew |
$11.6M - $14.3M
|
134K
$14.7M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 44.61% |
$9.07M - $11.1M
|
338K
$37.1M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
101K+ 51.13% |
$8.81M - $10.8M
|
299K
$32.9M
|
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
90.7KNew |
$7.9M - $9.69M
|
90.7K
$9.97M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64K+ 8.58% |
$5.57M - $6.84M
|
810K
$89M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
62.2KNew |
$5.42M - $6.65M
|
62.2K
$6.84M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2K+ 12.39% |
$2.81M - $3.44M
|
292K
$32.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
31.1K+ 149.47% |
$2.71M - $3.32M
|
51.9K
$5.71M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29.4K+ 2556.62% |
$2.56M - $3.14M
|
30.5K
$3.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
26KNew |
$2.27M - $2.78M
|
26K
$2.86M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 25.15% |
$2.16M - $2.65M
|
123K
$13.6M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 137.76% |
$2.07M - $2.55M
|
41.1K
$4.52M
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
23K+ 25.0% |
$2M - $2.46M
|
115K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.6K+ 196.73% |
$1.97M - $2.41M
|
34.1K
$3.75M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
18.2KNew |
$1.59M - $1.95M
|
18.2K
$2.01M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6K+ 6.75% |
$1.45M - $1.78M
|
263K
$28.9M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.9K+ 323.91% |
$1.3M - $1.59M
|
19.5K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 22.69% |
$1.13M - $1.38M
|
70K
$7.7M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.1K+ 90.94% |
$1.06M - $1.3M
|
25.4K
$2.8M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.2K+ 47.92% |
$973K - $1.19M
|
34.5K
$3.79M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.7K+ 128.39% |
$844K - $1.04M
|
17.2K
$1.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.43K+ 170.76% |
$647K - $794K
|
11.8K
$1.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
7.29K+ 6.96% |
$635K - $779K
|
112K
$12.3M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.09KNew |
$618K - $758K
|
7.09K
$780K
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
6.89KNew |
$600K - $736K
|
6.89K
$758K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.9K+ 7.57% |
$514K - $630K
|
83.8K
$9.22M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.16K+ 1903.61% |
$275K - $338K
|
3.33K
$366K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.07K+ 15.53% |
$267K - $328K
|
22.8K
$2.51M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.87K+ 5.03% |
$250K - $307K
|
59.9K
$6.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
2.54KNew |
$221K - $271K
|
2.54K
$279K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
2.43KNew |
$212K - $260K
|
2.43K
$267K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.4KNew |
$209K - $256K
|
2.4K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.03K+ 11.14% |
$177K - $217K
|
20.3K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.88K+ 36.0% |
$164K - $201K
|
7.11K
$782K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.77K+ 2.64% |
$154K - $189K
|
68.8K
$7.57M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.74KNew |
$152K - $186K
|
1.74K
$191K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.71K+ 20.25% |
$149K - $183K
|
10.2K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.61K+ 24.93% |
$140K - $172K
|
8.07K
$887K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.06K+ 4.63% |
$92K - $113K
|
23.8K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
768+ 12.62% |
$66.9K - $82.1K
|
6.85K
$754K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
763+ 117.93% |
$66.4K - $81.5K
|
1.41K
$155K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
636+ 13.53% |
$55.4K - $68K
|
5.34K
$587K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
598+ 293.14% |
$52.1K - $63.9K
|
802
$88.2K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
516+ 13.11% |
$44.9K - $55.1K
|
4.45K
$489K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
418New |
$36.4K - $44.7K
|
418
$46K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
411+ 10.84% |
$35.8K - $43.9K
|
4.2K
$462K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
369+ 6.02% |
$32.1K - $39.4K
|
6.5K
$715K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 49.11% |
$28.8K - $35.4K
|
1.01K
$110K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
293+ 5.39% |
$25.5K - $31.3K
|
5.73K
$630K
|