Purchases and Sales Made in Q4 2022 in Abrdn Palladium ETF Trust (PALL)
This table provides information about the institutional ownership of Abrdn Palladium ETF Trust (PALL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.6KNew |
$2.87M - $4.01M
|
18.6K
$1.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.52K+ 535.21% |
$851K - $1.19M
|
6.55K
$573K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.12K+ 80.89% |
$789K - $1.1M
|
11.4K
$1M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.53KNew |
$698K - $974K
|
4.53K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.91KNew |
$603K - $840K
|
3.91K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.05KNew |
$470K - $656K
|
3.05K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.89KNew |
$445K - $621K
|
2.89K
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.78KNew |
$429K - $597K
|
2.78K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.77KNew |
$427K - $595K
|
2.77K
$242K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
2.18K+ 19.45% |
$336K - $468K
|
13.4K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.55KNew |
$239K - $333K
|
1.55K
$136K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.28K+ 64.26% |
$197K - $274K
|
3.26K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21KNew |
$186K - $259K
|
1.21K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
540+ 15.92% |
$83.3K - $116K
|
3.93K
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
409+ 40.54% |
$63.1K - $87.9K
|
1.42K
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
360+ 13.57% |
$55.5K - $77.4K
|
3.01K
$264K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 152.44% |
$19.3K - $26.9K
|
207
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$15.4K - $21.5K
|
100
$8.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90+ 4.33% |
$13.9K - $19.4K
|
2.17K
$190K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$7.71K - $10.8K
|
50
$4.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
34+ 1.62% |
$5.24K - $7.31K
|
2.13K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29New |
$4.47K - $6.24K
|
29
$2.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17+ 0.21% |
$2.62K - $3.66K
|
7.98K
$698K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
14New |
$2.16K - $3.01K
|
14
$1.22K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.05% |
$309 - $430
|
3.65K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.24% |
$1.23K - $1.72K
|
3.28K
$287K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36- 17.91% |
$5.55K - $7.74K
|
165
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51- 3.94% |
$7.87K - $11K
|
1.25K
$109K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 2.34% |
$8.02K - $11.2K
|
2.17K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-87- 6.16% |
$13.4K - $18.7K
|
1.33K
$116K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-164- 17.45% |
$25.3K - $35.3K
|
776
$67.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-206- 8.94% |
$31.8K - $44.3K
|
2.1K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-261- 1.67% |
$40.3K - $56.1K
|
15.4K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-325- 3.31% |
$50.1K - $69.9K
|
9.49K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-331- 19.66% |
$51.1K - $71.2K
|
1.35K
$118K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-465- 1.78% |
$71.7K - $100K
|
25.7K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-806- 21.41% |
$124K - $173K
|
2.96K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 34.62% |
$139K - $194K
|
1.7K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-922- 40.47% |
$142K - $198K
|
1.36K
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 17.76% |
$159K - $222K
|
4.78K
$418K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 57.04% |
$178K - $248K
|
869
$76K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.29K- 13.76% |
$198K - $276K
|
8.06K
$705K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.37K- 32.01% |
$211K - $294K
|
2.9K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87KClosed |
$443K - $617K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.26K- 7.25% |
$656K - $915K
|
54.4K
$4.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.31K- 29.18% |
$1.13M - $1.57M
|
17.7K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.71K- 9.38% |
$1.34M - $1.87M
|
84.2K
$7.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13.4K- 99.58% |
$2.06M - $2.87M
|
56
$4.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.6K- 86.25% |
$4.41M - $6.15M
|
4.56K
$399K
|