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 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12+ 0.02% |
$1.03K - $1.15K
|
59.4K
$6.53M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 6.54% |
$599 - $669
|
114
$12.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 11.11% |
$85.5 - $95.5
|
8
$880
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-2- 0.07% |
$171 - $191
|
2.88K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-29- 90.63% |
$2.48K - $2.77K
|
3
$330
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-34- 6.08% |
$2.91K - $3.25K
|
525
$57.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-40- 1.48% |
$3.42K - $3.82K
|
2.66K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-52- 1.89% |
$4.45K - $4.97K
|
2.7K
$297K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-53- 0.6% |
$4.53K - $5.06K
|
8.72K
$959K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-83- 56.08% |
$7.1K - $7.93K
|
65
$7.15K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-93- 3.37% |
$7.96K - $8.88K
|
2.66K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 44.98% |
$8.81K - $9.84K
|
126
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-153Closed |
$13.1K - $14.6K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-153- 6.16% |
$13.1K - $14.6K
|
2.33K
$256K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-154- 3.39% |
$13.2K - $14.7K
|
4.39K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-168- 6.5% |
$14.4K - $16K
|
2.42K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-176- 3.48% |
$15.1K - $16.8K
|
4.88K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-243- 9.83% |
$20.8K - $23.2K
|
2.23K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-312- 3.79% |
$26.7K - $29.8K
|
7.91K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-323- 10.02% |
$27.6K - $30.8K
|
2.9K
$319K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-323- 7.61% |
$27.6K - $30.8K
|
3.92K
$431K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-383- 6.23% |
$32.8K - $36.6K
|
5.77K
$634K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-460- 2.08% |
$39.3K - $43.9K
|
21.6K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-464- 17.59% |
$39.7K - $44.3K
|
2.17K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-490- 1.13% |
$41.9K - $46.8K
|
42.7K
$4.7M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-493- 36.44% |
$42.2K - $47.1K
|
860
$94.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-509- 6.39% |
$43.5K - $48.6K
|
7.46K
$820K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-535- 17.98% |
$45.8K - $51.1K
|
2.44K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-550- 17.38% |
$47K - $52.5K
|
2.61K
$287K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-581- 11.3% |
$49.7K - $55.5K
|
4.56K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-682- 77.32% |
$58.3K - $65.1K
|
200
$22K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-739- 17.26% |
$63.2K - $70.6K
|
3.54K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-889- 11.66% |
$76K - $84.9K
|
6.73K
$740K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-948- 17.89% |
$81.1K - $90.5K
|
4.35K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.05K- 17.03% |
$90.2K - $101K
|
5.13K
$564K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.07K- 14.05% |
$91.4K - $102K
|
6.53K
$718K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.55K- 9.28% |
$132K - $148K
|
15.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 3.36% |
$147K - $164K
|
49.4K
$5.43M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.79K- 25.16% |
$153K - $171K
|
5.33K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.72K- 39.89% |
$233K - $260K
|
4.1K
$451K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-3.17K- 4.38% |
$271K - $303K
|
69.1K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 50.86% |
$343K - $383K
|
3.88K
$426K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.21K- 40.45% |
$360K - $402K
|
6.2K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.3K- 6.64% |
$368K - $411K
|
60.4K
$6.64M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.83K- 23.14% |
$414K - $462K
|
16.1K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.61K- 11.93% |
$480K - $535K
|
41.4K
$4.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-6.82K- 41.53% |
$583K - $651K
|
9.6K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.11K- 3.42% |
$780K - $870K
|
257K
$28.3M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 12.29% |
$874K - $976K
|
72.9K
$8.02M
|