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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$3.94K - $4.38K
|
50
$5.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
42+ 0.97% |
$3.31K - $3.68K
|
4.39K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.69% |
$3.15K - $3.5K
|
5.84K
$642K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 100.0% |
$394 - $438
|
10
$1.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2New |
$157 - $175
|
2
$220
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 3.75% |
$787 - $876
|
257
$28.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-47- 7.95% |
$3.7K - $4.12K
|
544
$59.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-70- 1.9% |
$5.51K - $6.13K
|
3.62K
$398K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-158- 4.14% |
$12.4K - $13.8K
|
3.66K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-181- 2.81% |
$14.2K - $15.9K
|
6.25K
$687K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-182- 1.32% |
$14.3K - $15.9K
|
13.6K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-280- 45.45% |
$22K - $24.5K
|
336
$36.9K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-318- 10.3% |
$25K - $27.9K
|
2.77K
$304K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-500- 2.1% |
$39.4K - $43.8K
|
23.3K
$2.56M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-565- 2.23% |
$44.5K - $49.5K
|
24.8K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-580- 6.96% |
$45.7K - $50.8K
|
7.75K
$852K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-600- 10.26% |
$47.2K - $52.6K
|
5.25K
$577K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-823- 21.94% |
$64.8K - $72.1K
|
2.93K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-835- 8.68% |
$65.7K - $73.2K
|
8.79K
$966K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-909- 12.5% |
$71.5K - $79.6K
|
6.36K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-940- 4.02% |
$74K - $82.4K
|
22.5K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.27K- 9.54% |
$99.9K - $111K
|
12K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.38K- 1.18% |
$109K - $121K
|
116K
$12.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 89.35% |
$130K - $145K
|
197
$21.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 31.11% |
$136K - $151K
|
3.82K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.93K- 15.14% |
$152K - $169K
|
10.8K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2K- 12.66% |
$157K - $175K
|
13.8K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-2.59K- 28.44% |
$204K - $227K
|
6.51K
$716K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.23K- 25.9% |
$411K - $458K
|
15K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.24K- 27.82% |
$412K - $459K
|
13.6K
$1.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-7.56K- 27.94% |
$595K - $662K
|
19.5K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.29K- 21.41% |
$731K - $814K
|
34.1K
$3.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-11K- 26.09% |
$865K - $963K
|
31.1K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.5K- 5.81% |
$905K - $1.01M
|
187K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.5K- 40.71% |
$1.07M - $1.19M
|
19.7K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 4.42% |
$1.08M - $1.21M
|
298K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.6K- 8.39% |
$1.54M - $1.72M
|
214K
$23.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-24.9K- 99.84% |
$1.96M - $2.18M
|
39
$4.29K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-37.8K- 66.15% |
$2.97M - $3.31M
|
19.3K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.7K- 6.33% |
$4.14M - $4.61M
|
780K
$85.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200K- 98.77% |
$15.7M - $17.5M
|
2.48K
$273K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-209K- 91.09% |
$16.5M - $18.3M
|
20.5K
$2.25M
|