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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10New |
$864 - $1.13K
|
10
$888
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 116.67% |
$3.03K - $3.96K
|
65
$5.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
706New |
$61K - $80K
|
706
$62.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21K- 71.96% |
$1.82M - $2.38M
|
8.2K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.3K - $1.7K
|
15
$1.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.84% |
$1.9K - $2.49K
|
2.64K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-115- 53.49% |
$9.94K - $13K
|
100
$8.88K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
850New |
$73.5K - $96.3K
|
850
$75.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30New |
$2.59K - $3.4K
|
30
$2.66K
|
|
| Q3 2023 | |||||||
|
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
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 400.0% |
$1.76K - $1.95K
|
20
$1.78K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-911- 28.45% |
$100K - $111K
|
2.29K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-190- 9.22% |
$20.9K - $23.1K
|
1.87K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-84- 4.42% |
$9.25K - $10.2K
|
1.82K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 15.56% |
$1.54K - $1.7K
|
104
$9.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
113New |
$12.4K - $13.8K
|
113
$10K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-500- 16.39% |
$55.1K - $60.9K
|
2.55K
$226K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.08K+ 55.22% |
$123K - $163K
|
3.05K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$90.8K - $120K
|
800
$71K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4New |
$454 - $601
|
4
$355
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 64.1% |
$2.84K - $3.76K
|
14
$1.24K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3New |
$341 - $451
|
3
$266
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50New |
$6.38K - $8.34K
|
50
$4.44K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
48New |
$6.12K - $8.01K
|
48
$4.26K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 7.74% |
$15.3K - $20K
|
1.67K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.96KNew |
$249K - $326K
|
1.96K
$174K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.82K+ 116.33% |
$487K - $637K
|
7.1K
$631K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.74KNew |
$221K - $289K
|
1.74K
$154K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$19.1K - $25K
|
150
$13.3K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.91KNew |
$244K - $319K
|
1.91K
$170K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.8KNew |
$2.65M - $3.47M
|
20.8K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.02K+ 5075.0% |
$129K - $169K
|
1.04K
$91.9K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4New |
$510 - $667
|
4
$355
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
12.8K+ 95.78% |
$1.63M - $2.14M
|
26.2K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22New |
$2.81K - $3.67K
|
22
$1.95K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-164- 17.45% |
$25.3K - $35.3K
|
776
$68.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$7.71K - $10.8K
|
50
$4.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.89KNew |
$445K - $621K
|
2.89K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.6KNew |
$2.87M - $4.01M
|
18.6K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87KClosed |
$443K - $617K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.52K+ 535.21% |
$851K - $1.19M
|
6.55K
$581K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.08KNew |
$185K - $229K
|
1.08K
$96.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
13.6KNew |
$2.33M - $2.87M
|
13.6K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.87KNew |
$661K - $816K
|
3.87K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.9KNew |
$667K - $823K
|
3.9K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
567New |
$97K - $120K
|
567
$50.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$8.55K - $10.6K
|
50
$4.44K
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-252- 17.18% |
$43.1K - $53.2K
|
1.22K
$108K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.11KNew |
$190K - $234K
|
1.11K
$98.5K
|
|