Institutional Ownership Granite Shares Platinum Trust (PLTM)
This table provides information about the institutional ownership of Granite Shares Platinum Trust (PLTM). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 739,927 shares, which have been reported (via 13F filing form) to have a value of $7.07 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
161,364
shares
|
$1.54 Million
0.58% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
142,104
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
103,646
shares
|
$989,819
0.0% of portfolio
|
Q1 2025
Added 245.14%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
64,702
shares
|
$617,904
0.07% of portfolio
|
Q2 2023
Added 12.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
46,435
shares
|
$443,454
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
41,457
shares
|
$395,914
0.0% of portfolio
|
Q1 2025
Added 42.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
37,266
shares
|
$355,890
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
30,000
shares
|
$286,500
0.05% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,200
shares
|
$192,910
0.0% of portfolio
|
Q1 2025
Added 116.37%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
19,086
shares
|
$182,271
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
16,475
shares
|
$157,336
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
15,000
shares
|
$143,250
0.02% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
13,500
shares
|
$128,925
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
13,255
shares
|
$126,585
0.03% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
11,000
shares
|
$105,050
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,104
shares
|
$20,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
973
shares
|
$9,292
0.0% of portfolio
|
Q3 2023
Added 53.96%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
500
shares
|
$4,775
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$4,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
237
shares
|
$2,263
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
119
shares
|
$1,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3
shares
|
$28
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|