Purchases and Sales Made in Q1 2025 in Granite Shares Platinum Trust (PLTM)
This table provides information about the institutional ownership of Granite Shares Platinum Trust (PLTM) during Q1 2025. The information is specifically focused on institutions that hold shares of GraniteShares Platinum Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.6K+ 245.14% |
$655K - $715K
|
104K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
19.1KNew |
$170K - $185K
|
19.1K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.5KNew |
$147K - $160K
|
16.5K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 9.17% |
$121K - $132K
|
161K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 42.15% |
$109K - $119K
|
41.5K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 116.37% |
$96.7K - $105K
|
20.2K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
7K+ 87.5% |
$62.3K - $68K
|
15K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.1KNew |
$18.7K - $20.4K
|
2.1K
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 2.43% |
$9.79K - $10.7K
|
46.4K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$26.7 - $29.1
|
3
$39.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-175- 0.47% |
$1.56K - $1.7K
|
37.3K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.58K- 1.1% |
$14K - $15.3K
|
142K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.78K- 11.82% |
$15.8K - $17.2K
|
13.3K
$176K
|