Purchases and Sales Made in Q1 2023 in Abrdn Precious Metals Basket ETF Trust (GLTR)

GLTR Quotes by TradingView

This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q1 2023. 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 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
50.3K
+ 340.75%
$4.13M - $4.64M
65K $7.3M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
50K
New
$4.11M - $4.62M
50K $5.62M
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
36K
New
$2.96M - $3.32M
36K $4.04M
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
34.8K
+ 38.74%
$2.85M - $3.21M
124K $14M
Apr 24, 2023 Q1 2023
Strategic Wealth Investment Group, LLC

BUY
 -
31.3K
+ 7630.0%
$2.57M - $2.89M
31.7K $3.56M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
22.8K
+ 1492.67%
$1.87M - $2.11M
24.3K $2.73M
May 05, 2023 Q1 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
22.6K
+ 179.93%
$1.86M - $2.09M
35.2K $3.95M
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
22.1K
New
$1.82M - $2.04M
22.1K $2.48M
May 15, 2023 Q1 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
21.9K
+ 9.32%
$1.8M - $2.03M
257K $28.9M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
21.1K
+ 6.63%
$1.73M - $1.95M
339K $38.1M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.99K
New
$820K - $922K
9.99K $1.12M
Apr 17, 2023 Q1 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
8.64K
+ 23.59%
$710K - $798K
45.3K $5.08M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.48K
New
$614K - $690K
7.48K $839K
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
7.43K
+ 85.64%
$610K - $685K
16.1K $1.81M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
7.34K
+ 23.52%
$603K - $678K
38.6K $4.33M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
7.18K
+ 118.41%
$589K - $663K
13.2K $1.49M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.05K
+ 5.07%
$579K - $651K
146K $16.4M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.01K
+ 5.21%
$493K - $555K
121K $13.6M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.26K
+ 159.33%
$432K - $485K
8.56K $961K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.84K
+ 1950.25%
$315K - $355K
4.04K $453K
Apr 20, 2023 Q1 2023
Vanguard Capital Wealth Advisors

BUY
 -
3.27K
New
$269K - $302K
3.27K $368K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.79K
+ 107.27%
$229K - $258K
5.39K $605K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
2.75K
New
$226K - $254K
2.75K $309K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.73K
New
$224K - $252K
2.73K $306K
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
2.54K
+ 4.15%
$208K - $234K
63.6K $7.14M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
2.52K
New
$207K - $233K
2.52K $283K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.48K
+ 7.88%
$204K - $229K
34K $3.82M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.38K
New
$195K - $219K
2.38K $267K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.32K
New
$190K - $214K
2.32K $260K
Apr 21, 2023 Q1 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
1.76K
+ 17.6%
$144K - $162K
11.7K $1.32M
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
1.73K
+ 2.38%
$142K - $160K
74.2K $8.33M
May 12, 2023 Q1 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
1.46K
New
$120K - $135K
1.46K $164K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.39K
+ 6955.0%
$114K - $128K
1.41K $158K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.38K
+ 21.68%
$114K - $128K
7.76K $871K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.21K
+ 3.57%
$98.9K - $111K
35K $3.92M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.18K
+ 1.02%
$96.5K - $108K
117K $13.1M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
551
+ 64.07%
$45.2K - $50.9K
1.41K $158K
Apr 11, 2023 Q1 2023
First Affirmative Financial Network

BUY
 -
475
+ 17.98%
$39K - $43.8K
3.12K $350K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
468
New
$38.4K - $43.2K
468 $52.5K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
435
+ 8.85%
$35.7K - $40.2K
5.35K $601K
May 15, 2023 Q1 2023
Treynor Bancshares, Inc.

BUY
 -
360
+ 2.0%
$29.6K - $33.2K
18.3K $2.06M
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
348
+ 7.57%
$28.6K - $32.1K
4.95K $555K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
330
+ 7.68%
$27.1K - $30.5K
4.63K $520K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
255
+ 0.92%
$20.9K - $23.5K
27.9K $3.13M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
226
+ 5.25%
$18.6K - $20.9K
4.53K $509K
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
180
+ 0.21%
$14.8K - $16.6K
87.3K $9.8M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
140
+ 1.08%
$11.5K - $12.9K
13.1K $1.47M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
137
+ 32.78%
$11.2K - $12.6K
555 $62.3K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
125
New
$10.3K - $11.5K
125 $14K

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