Latest Institutional Transactions on Abrdn Palladium ETF Trust (PALL)
This table provides information on the latest institutional transactions involving Abrdn Palladium ETF Trust (PALL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-90- 60.0% |
$7.34K - $9.03K
|
60
$5.15K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$3.98K - $4.99K
|
50
$4.29K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
275New |
$21.9K - $27.4K
|
275
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.11K- 49.33% |
$88.1K - $110K
|
1.14K
$97.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122+ 508.33% |
$9.71K - $12.2K
|
146
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$987K - $1.24M
|
12.4K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.25K- 51.23% |
$736K - $923K
|
8.8K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200New |
$15.9K - $20K
|
200
$17.2K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
326+ 5.77% |
$26K - $32.5K
|
5.98K
$513K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
326+ 5.77% |
$26K - $32.5K
|
5.98K
$513K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-180- 60.2% |
$14.3K - $18K
|
119
$10.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$4.78K - $5.99K
|
60
$5.15K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
400New |
$31.8K - $39.9K
|
400
$34.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93New |
$7.4K - $9.28K
|
93
$7.98K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12New |
$1.04K - $1.36K
|
12
$1.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10New |
$864 - $1.13K
|
10
$858
|
|
|
Feb 14, 2024
Q4 2023
|
Kgh LTD
Nassau, C5 |
BUY
|
- |
53.7K+ 55.75% |
$4.64M - $6.08M
|
150K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 116.67% |
$3.03K - $3.96K
|
65
$5.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.44KNew |
$470K - $617K
|
5.44K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
706New |
$61K - $80K
|
706
$60.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21K- 71.96% |
$1.82M - $2.38M
|
8.2K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.3K - $1.7K
|
15
$1.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162New |
$14K - $18.3K
|
162
$13.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.84% |
$1.9K - $2.49K
|
2.64K
$226K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-115- 53.49% |
$9.94K - $13K
|
100
$8.58K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
850New |
$73.5K - $96.3K
|
850
$72.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30New |
$2.59K - $3.4K
|
30
$2.57K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 400.0% |
$1.76K - $1.95K
|
20
$1.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-4.53KClosed |
$499K - $551K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.17K- 49.04% |
$239K - $264K
|
2.25K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-84- 4.42% |
$9.25K - $10.2K
|
1.82K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 15.56% |
$1.54K - $1.7K
|
104
$8.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-190- 9.22% |
$20.9K - $23.1K
|
1.87K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-911- 28.45% |
$100K - $111K
|
2.29K
$197K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
113New |
$12.4K - $13.8K
|
113
$9.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85- 4.37% |
$9.36K - $10.3K
|
1.86K
$160K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-500- 16.39% |
$55.1K - $60.9K
|
2.55K
$219K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12.3K- 99.19% |
$1.4M - $1.85M
|
100
$8.58K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.08K+ 55.22% |
$123K - $163K
|
3.05K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$90.8K - $120K
|
800
$68.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4New |
$454 - $601
|
4
$343
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 64.1% |
$2.84K - $3.76K
|
14
$1.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3New |
$341 - $451
|
3
$257
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-169- 88.48% |
$19.2K - $25.4K
|
22
$1.89K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50New |
$6.38K - $8.34K
|
50
$4.29K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.96KNew |
$249K - $326K
|
1.96K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
48New |
$6.12K - $8.01K
|
48
$4.12K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 7.74% |
$15.3K - $20K
|
1.67K
$143K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.82K+ 116.33% |
$487K - $637K
|
7.1K
$609K
|
|