Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
233KNew |
$19.9M - $22.3M
|
233K
$26.2M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215K+ 434.55% |
$18.4M - $20.5M
|
264K
$29.7M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74K+ 313.96% |
$6.33M - $7.06M
|
97.5K
$10.9M
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
65.4KNew |
$5.59M - $6.24M
|
65.4K
$7.34M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33K+ 42.82% |
$2.82M - $3.15M
|
110K
$12.4M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.6KNew |
$1.33M - $1.49M
|
15.6K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.3K+ 217.33% |
$1.31M - $1.46M
|
22.3K
$2.51M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.21KNew |
$788K - $879K
|
9.21K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.02K+ 4.72% |
$772K - $861K
|
200K
$22.4M
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.3K+ 3.0% |
$710K - $793K
|
285K
$32M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.67K+ 12.39% |
$485K - $542K
|
51.5K
$5.78M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.08K+ 12.99% |
$435K - $485K
|
44.2K
$4.96M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.55K+ 45.61% |
$389K - $434K
|
14.5K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 18.89% |
$376K - $420K
|
27.6K
$3.1M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.2K+ 18.42% |
$359K - $401K
|
27K
$3.03M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 45.64% |
$309K - $345K
|
11.5K
$1.29M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 14.78% |
$305K - $340K
|
27.6K
$3.1M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.36KNew |
$287K - $320K
|
3.36K
$377K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$270K - $302K
|
3.16K
$355K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3K+ 14.9% |
$257K - $287K
|
23.2K
$2.6M
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 3.26% |
$241K - $270K
|
89.5K
$10M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 268000.0% |
$229K - $256K
|
2.68K
$301K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.63KNew |
$225K - $251K
|
2.63K
$295K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.32K+ 4.5% |
$198K - $221K
|
53.8K
$6.04M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.21KNew |
$189K - $211K
|
2.21K
$248K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.06K+ 567.77% |
$176K - $197K
|
2.42K
$272K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 27.19% |
$166K - $185K
|
9.06K
$1.02M
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.79K+ 1.34% |
$153K - $171K
|
135K
$15.1M
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.61K+ 2.09% |
$137K - $153K
|
78.5K
$8.81M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58K+ 67.25% |
$135K - $150K
|
3.92K
$440K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 17.66% |
$103K - $115K
|
8.01K
$899K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
960+ 3.89% |
$82.1K - $91.7K
|
25.6K
$2.88M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
857+ 4.09% |
$73.3K - $81.8K
|
21.8K
$2.45M
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
558+ 7.85% |
$47.7K - $53.3K
|
7.67K
$861K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
420+ 2.09% |
$35.9K - $40.1K
|
20.5K
$2.3M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
395+ 2.89% |
$33.8K - $37.7K
|
14.1K
$1.58M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
350+ 3.83% |
$29.9K - $33.4K
|
9.49K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
282+ 3.42% |
$24.1K - $26.9K
|
8.53K
$958K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
276New |
$23.6K - $26.4K
|
276
$31K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
247+ 914.81% |
$21.1K - $23.6K
|
274
$30.8K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
199+ 7.13% |
$17K - $19K
|
2.99K
$336K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
192+ 0.38% |
$16.4K - $18.3K
|
50.4K
$5.66M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184+ 3.93% |
$15.7K - $17.6K
|
4.87K
$546K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168+ 0.49% |
$14.4K - $16K
|
34.2K
$3.84M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$8.55K - $9.55K
|
100
$11.2K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
54+ 1.02% |
$4.62K - $5.16K
|
5.34K
$600K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
51New |
$4.36K - $4.87K
|
51
$5.73K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51+ 4.02% |
$4.36K - $4.87K
|
1.32K
$148K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34New |
$2.91K - $3.25K
|
34
$3.82K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
34+ 3.62% |
$2.91K - $3.25K
|
973
$109K
|