Purchases and Sales Made in Q1 2024 in Abrdn Palladium ETF Trust (PALL)
This table provides information about the institutional ownership of Abrdn Palladium ETF Trust (PALL) during Q1 2024. The information is specifically focused on institutions that hold shares of abrdn Palladium ETF Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62.7KNew |
$4.99M - $6.25M
|
62.7K
$5.22M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 31.76% |
$1.25M - $1.57M
|
65.3K
$5.44M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 31.76% |
$1.25M - $1.57M
|
65.3K
$5.44M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$987K - $1.24M
|
12.4K
$1.03M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.35KNew |
$267K - $334K
|
3.35K
$279K
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58KNew |
$206K - $258K
|
2.58K
$215K
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.36KNew |
$187K - $235K
|
2.36K
$196K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.31K+ 48.07% |
$184K - $230K
|
7.1K
$591K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43K+ 11.94% |
$113K - $142K
|
13.4K
$1.11M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.33K+ 51.59% |
$106K - $133K
|
3.92K
$326K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
439+ 7.79% |
$34.9K - $43.8K
|
6.07K
$506K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
419+ 2.27% |
$33.4K - $41.8K
|
18.9K
$1.57M
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
400New |
$31.8K - $39.9K
|
400
$33.3K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
326+ 5.77% |
$26K - $32.5K
|
5.98K
$498K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
326+ 5.77% |
$26K - $32.5K
|
5.98K
$498K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
275New |
$21.9K - $27.4K
|
275
$22.9K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
233+ 3.83% |
$18.5K - $23.3K
|
6.31K
$525K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200New |
$15.9K - $20K
|
200
$16.7K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
150New |
$11.9K - $15K
|
150
$12.5K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
150+ 6.65% |
$11.9K - $15K
|
2.4K
$200K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
150New |
$11.9K - $15K
|
150
$12.5K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122+ 508.33% |
$9.71K - $12.2K
|
146
$12.2K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93New |
$7.4K - $9.28K
|
93
$7.74K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$4.78K - $5.99K
|
60
$5K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
55New |
$4.38K - $5.49K
|
55
$4.58K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$3.98K - $4.99K
|
50
$4.16K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15New |
$1.19K - $1.5K
|
15
$1.25K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13New |
$1.03K - $1.3K
|
13
$1.08K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.08% |
$239 - $299
|
282
$23.5K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$79.6 - $99.8
|
1
$83.3
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.56% |
$318 - $399
|
716
$59.6K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-180- 60.2% |
$14.3K - $18K
|
119
$9.91K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-202- 99.51% |
$16.1K - $20.2K
|
1
$83.3
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-440- 6.21% |
$35K - $43.9K
|
6.65K
$553K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-562- 15.11% |
$44.7K - $56.1K
|
3.16K
$263K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-801- 8.78% |
$63.8K - $79.9K
|
8.32K
$693K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.11K- 49.33% |
$88.1K - $110K
|
1.14K
$94.7K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.29K- 1.94% |
$103K - $129K
|
65.3K
$5.44M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.92K- 14.87% |
$153K - $191K
|
11K
$913K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.5K- 50.92% |
$359K - $449K
|
4.34K
$361K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5K- 61.32% |
$398K - $499K
|
3.16K
$263K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.15K- 25.56% |
$410K - $514K
|
15K
$1.25M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.25K- 51.23% |
$736K - $923K
|
8.8K
$733K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.2K- 51.28% |
$2.4M - $3.01M
|
28.7K
$2.39M
|