Purchases and Sales Made in Q4 2023 in Abrdn Palladium ETF Trust (PALL)
This table provides information about the institutional ownership of Abrdn Palladium ETF Trust (PALL) during Q4 2023. 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, 2024
Q4 2023
|
Kgh LTD
Nassau, C5 |
BUY
|
- |
53.7K+ 55.75% |
$4.64M - $6.08M
|
150K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
18.4KNew |
$1.59M - $2.09M
|
18.4K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 13.35% |
$1.09M - $1.43M
|
107K
$8.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.75K+ 117.41% |
$842K - $1.1M
|
18K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.24K+ 22.89% |
$799K - $1.05M
|
49.6K
$4.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.44KNew |
$470K - $617K
|
5.44K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.82K+ 67.69% |
$416K - $546K
|
11.9K
$993K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35K+ 96.91% |
$376K - $493K
|
8.85K
$737K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 35.61% |
$109K - $143K
|
4.8K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
850New |
$73.5K - $96.3K
|
850
$70.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
706New |
$61K - $80K
|
706
$58.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 757.58% |
$21.6K - $28.3K
|
283
$23.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
219+ 273.75% |
$18.9K - $24.8K
|
299
$24.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
202+ 20200.0% |
$17.5K - $22.9K
|
203
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
188+ 3.19% |
$16.2K - $21.3K
|
6.08K
$506K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162New |
$14K - $18.3K
|
162
$13.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$4.32K - $5.66K
|
50
$4.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 116.67% |
$3.03K - $3.96K
|
65
$5.41K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30New |
$2.59K - $3.4K
|
30
$2.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24New |
$2.07K - $2.72K
|
24
$2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.84% |
$1.9K - $2.49K
|
2.64K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.3K - $1.7K
|
15
$1.25K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12New |
$1.04K - $1.36K
|
12
$999
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10New |
$864 - $1.13K
|
10
$833
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.09% |
$259 - $340
|
279
$23.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$86.4 - $113
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-25- 1.1% |
$2.16K - $2.83K
|
2.24K
$187K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57- 1.0% |
$4.93K - $6.46K
|
5.64K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-115- 53.49% |
$9.94K - $13K
|
100
$8.33K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-294- 11.54% |
$25.4K - $33.3K
|
2.25K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-583- 6.01% |
$50.4K - $66K
|
9.12K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-881- 13.49% |
$76.1K - $99.8K
|
5.65K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-881- 13.49% |
$76.1K - $99.8K
|
5.65K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-912- 6.61% |
$78.8K - $103K
|
12.9K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-998- 58.09% |
$86.3K - $113K
|
720
$60K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.38K- 16.28% |
$119K - $156K
|
7.09K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.23K- 37.43% |
$192K - $252K
|
3.72K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 15.19% |
$312K - $409K
|
20.2K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.22K- 99.86% |
$365K - $478K
|
6
$500
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.9K- 16.77% |
$1.03M - $1.34M
|
58.9K
$4.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 25.57% |
$1.47M - $1.93M
|
49.6K
$4.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21K- 71.96% |
$1.82M - $2.38M
|
8.2K
$683K
|