Purchases and Sales Made in Q1 2023 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 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.18K- 4.18% |
$425K - $478K
|
119K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.24K- 22.25% |
$430K - $484K
|
18.3K
$2.06M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.9K- 57.38% |
$975K - $1.1M
|
8.82K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13K- 4.61% |
$1.07M - $1.2M
|
269K
$30.2M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-19.6K- 31.71% |
$1.61M - $1.81M
|
42.2K
$4.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-26.6K- 98.48% |
$2.19M - $2.46M
|
410
$46K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.7K- 14.2% |
$2.68M - $3.01M
|
197K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.4K- 4.62% |
$2.91M - $3.27M
|
731K
$82.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58.4K- 64.58% |
$4.79M - $5.39M
|
32K
$3.59M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-92.5K- 94.9% |
$7.6M - $8.54M
|
4.97K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 50.47% |
$15M - $16.8M
|
179K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-312K- 98.51% |
$25.6M - $28.8M
|
4.72K
$530K
|