Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
498K+ 11450.37% |
$50.3M - $57.5M
|
502K
$56.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
99.3K+ 722.54% |
$10M - $11.5M
|
113K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$2.46M - $2.81M
|
24.4K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24K+ 11.53% |
$2.43M - $2.77M
|
232K
$26.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.2K+ 51.26% |
$2.35M - $2.68M
|
68.5K
$7.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.4K+ 735.6% |
$2.27M - $2.59M
|
25.5K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 10.43% |
$2.21M - $2.52M
|
231K
$26M
|
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
13.6K+ 33.45% |
$1.37M - $1.57M
|
54.1K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.85K+ 48.37% |
$794K - $907K
|
24.1K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.52KNew |
$760K - $869K
|
7.52K
$844K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.75K+ 4.11% |
$581K - $663K
|
145K
$16.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.39KNew |
$544K - $622K
|
5.39K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 17.84% |
$491K - $561K
|
32.1K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.7K+ 19.26% |
$475K - $543K
|
29.1K
$3.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.11K+ 4.79% |
$415K - $474K
|
89.8K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.01KNew |
$405K - $463K
|
4.01K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.01KNew |
$405K - $463K
|
4.01K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.69K+ 31.77% |
$373K - $426K
|
15.3K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.17K+ 8.81% |
$320K - $366K
|
39.1K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$258K - $295K
|
2.55K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.47KNew |
$250K - $285K
|
2.47K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.93K+ 55.85% |
$195K - $223K
|
5.38K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 29.07% |
$189K - $216K
|
8.29K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82KNew |
$183K - $210K
|
1.82K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.49K+ 4.24% |
$151K - $172K
|
36.7K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.32K+ 39.27% |
$133K - $152K
|
4.67K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3K+ 14.62% |
$131K - $150K
|
10.2K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
872+ 23.89% |
$88.1K - $101K
|
4.52K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
731+ 270.74% |
$73.9K - $84.4K
|
1K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
681+ 28.09% |
$68.8K - $78.6K
|
3.11K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
541+ 329.88% |
$54.7K - $62.5K
|
705
$79.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
491New |
$49.6K - $56.7K
|
491
$55.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 10.01% |
$46.9K - $53.6K
|
5.1K
$573K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
433+ 21.08% |
$43.8K - $50K
|
2.49K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
420+ 1.76% |
$42.4K - $48.5K
|
24.3K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
394New |
$39.8K - $45.5K
|
394
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
289+ 1.2% |
$29.2K - $33.4K
|
24.4K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
269+ 1.71% |
$27.2K - $31.1K
|
16K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
181+ 5.35% |
$18.3K - $20.9K
|
3.56K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 5.3% |
$13.8K - $15.8K
|
2.72K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
137+ 0.19% |
$13.8K - $15.8K
|
71.7K
$8.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
135+ 0.65% |
$13.6K - $15.6K
|
20.8K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
131+ 47.46% |
$13.2K - $15.1K
|
407
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
125+ 2.3% |
$12.6K - $14.4K
|
5.56K
$624K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
91+ 3.01% |
$9.2K - $10.5K
|
3.11K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
90+ 4.07% |
$9.1K - $10.4K
|
2.3K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 3.19% |
$8.49K - $9.7K
|
2.72K
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
73+ 3.21% |
$7.38K - $8.43K
|
2.34K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
45New |
$4.55K - $5.2K
|
45
$5.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30+ 1.4% |
$3.03K - $3.46K
|
2.18K
$244K
|