Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
173K+ 624.44% |
$13.6M - $15.2M
|
201K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
148K+ 125.31% |
$11.6M - $12.9M
|
265K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
119K+ 745.1% |
$9.39M - $10.5M
|
135K
$15.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
76.2K+ 30.58% |
$6M - $6.68M
|
326K
$36.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.3K+ 10.18% |
$2.39M - $2.66M
|
328K
$36.9M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26.8K+ 1754.12% |
$2.11M - $2.35M
|
28.3K
$3.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 16.41% |
$1.22M - $1.36M
|
110K
$12.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
15.5K+ 16.75% |
$1.22M - $1.36M
|
108K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$931K - $1.04M
|
11.8K
$1.33M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
10.6K+ 3.42% |
$834K - $928K
|
320K
$35.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
8.7KNew |
$685K - $763K
|
8.7K
$977K
|
|
|
Nov 15, 2022
Q3 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
8.33K+ 24.1% |
$655K - $729K
|
42.9K
$4.81M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.05KNew |
$634K - $706K
|
8.05K
$904K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.51K+ 54.14% |
$513K - $571K
|
18.5K
$2.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
6.24K+ 10.21% |
$491K - $546K
|
67.3K
$7.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.61K+ 5.24% |
$362K - $403K
|
92.5K
$10.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.61K+ 5.47% |
$284K - $317K
|
69.7K
$7.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.3KNew |
$260K - $289K
|
3.3K
$370K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.87K+ 3.97% |
$226K - $251K
|
75.1K
$8.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.64K+ 2.68% |
$208K - $231K
|
101K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.58KNew |
$203K - $226K
|
2.58K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 44.64% |
$146K - $163K
|
6.02K
$676K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.61K+ 14.51% |
$127K - $141K
|
12.7K
$1.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.21K+ 5.84% |
$94.8K - $106K
|
21.8K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 0.98% |
$92.6K - $103K
|
122K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.16K+ 134.77% |
$90.9K - $101K
|
2.01K
$226K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
886+ 2.3% |
$69.7K - $77.6K
|
39.5K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
858+ 3.79% |
$67.5K - $75.2K
|
23.5K
$2.64M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
808+ 8.49% |
$63.6K - $70.8K
|
10.3K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
800+ 24.05% |
$63K - $70.1K
|
4.13K
$463K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
692+ 24.44% |
$54.5K - $60.6K
|
3.52K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
683+ 5.97% |
$53.8K - $59.8K
|
12.1K
$1.36M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
674New |
$53.1K - $59.1K
|
674
$75.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
669+ 12.45% |
$52.7K - $58.6K
|
6.04K
$678K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
666+ 2.4% |
$52.4K - $58.4K
|
28.5K
$3.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
574+ 33.63% |
$45.2K - $50.3K
|
2.28K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
552+ 14.05% |
$43.4K - $48.4K
|
4.48K
$503K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
494+ 8.86% |
$38.9K - $43.3K
|
6.07K
$682K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
459New |
$36.1K - $40.2K
|
459
$51.5K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
426+ 3.45% |
$33.5K - $37.3K
|
12.8K
$1.43M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
423+ 6.97% |
$33.3K - $37.1K
|
6.5K
$729K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
178New |
$14K - $15.6K
|
178
$20K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
171+ 0.16% |
$13.5K - $15K
|
105K
$11.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
153+ 2.24% |
$12K - $13.4K
|
6.99K
$785K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
130+ 0.41% |
$10.2K - $11.4K
|
31.7K
$3.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
130+ 0.41% |
$10.2K - $11.4K
|
31.7K
$3.56M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119New |
$9.37K - $10.4K
|
119
$13.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 400.0% |
$7.87K - $8.76K
|
125
$14K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.87K - $8.76K
|
100
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
75+ 1.86% |
$5.9K - $6.57K
|
4.11K
$461K
|