Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
117+ 1.8% |
$9.23K - $10.5K
|
6.63K
$744K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.57% |
$8.68K - $9.84K
|
7.1K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$7.89K - $8.95K
|
100
$11.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75New |
$5.92K - $6.71K
|
75
$8.42K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75New |
$5.92K - $6.71K
|
75
$8.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 25.6% |
$2.52K - $2.86K
|
157
$17.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 11.28% |
$2.29K - $2.59K
|
286
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$2.21K - $2.51K
|
56
$6.29K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.58K - $1.79K
|
20
$2.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20+ 0.77% |
$1.58K - $1.79K
|
2.6K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14New |
$1.1K - $1.25K
|
14
$1.57K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$473 - $537
|
6
$674
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
5New |
$394 - $447
|
5
$561
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$237 - $268
|
3
$337
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$158 - $179
|
2
$225
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-33- 0.38% |
$2.6K - $2.95K
|
8.67K
$973K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-51- 9.38% |
$4.02K - $4.56K
|
493
$55.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-78- 89.66% |
$6.15K - $6.98K
|
9
$1.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-85- 1.41% |
$6.7K - $7.6K
|
5.96K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-87- 1.12% |
$6.86K - $7.78K
|
7.66K
$860K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-89- 2.46% |
$7.02K - $7.96K
|
3.53K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-91- 2.07% |
$7.18K - $8.14K
|
4.3K
$482K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-114- 0.36% |
$8.99K - $10.2K
|
31.6K
$3.55M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-127- 4.59% |
$10K - $11.4K
|
2.64K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-177- 0.15% |
$14K - $15.8K
|
116K
$13M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-225- 5.9% |
$17.7K - $20.1K
|
3.59K
$403K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-433- 10.49% |
$34.2K - $38.7K
|
3.69K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-847- 13.55% |
$66.8K - $75.8K
|
5.4K
$606K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-856- 3.01% |
$67.5K - $76.6K
|
27.6K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-952- 14.64% |
$75.1K - $85.2K
|
5.55K
$623K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 28.84% |
$80.1K - $90.9K
|
2.51K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 5.25% |
$93K - $105K
|
21.3K
$2.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.33K- 5.72% |
$105K - $119K
|
22K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.37K- 7.09% |
$108K - $123K
|
18K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.47K- 24.24% |
$116K - $132K
|
4.6K
$516K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.49K- 7.3% |
$118K - $134K
|
19K
$2.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.85K- 15.65% |
$146K - $166K
|
9.98K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.9K- 17.51% |
$150K - $170K
|
8.94K
$1M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.34K- 8.27% |
$185K - $210K
|
26K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.58K- 7.56% |
$203K - $231K
|
31.5K
$3.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.6K- 3.46% |
$205K - $233K
|
72.5K
$8.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.78K- 11.21% |
$220K - $249K
|
22K
$2.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.8K- 20.58% |
$221K - $250K
|
10.8K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.4K- 31.88% |
$347K - $394K
|
9.4K
$1.06M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.96K- 25.15% |
$391K - $444K
|
14.8K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.71K- 14.48% |
$451K - $511K
|
33.8K
$3.79M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.9K- 44.92% |
$466K - $528K
|
7.24K
$812K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-6.25K- 9.28% |
$493K - $559K
|
61.1K
$6.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.28K- 68.29% |
$732K - $830K
|
4.31K
$484K
|