Latest Institutional Transactions on Abrdn Platinum ETF Trust (PPLT)
This table provides information on the latest institutional transactions involving Abrdn Platinum ETF Trust (PPLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-271K- 72.78% |
$22.5M - $27.1M
|
101K
$9.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.56KNew |
$295K - $355K
|
3.56K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 33.33% |
$41.4K - $49.9K
|
1K
$89.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$182K - $219K
|
2.19K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
85New |
$7.04K - $8.48K
|
85
$7.64K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.37M - $1.65M
|
16.6K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
11.9KNew |
$982K - $1.18M
|
11.9K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.1K+ 237.21% |
$423K - $509K
|
7.25K
$651K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
36New |
$2.98K - $3.59K
|
36
$3.23K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.6KNew |
$879K - $1.06M
|
10.6K
$953K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$82.9K - $99.8K
|
1K
$89.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$16.6K - $20K
|
200
$18K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
382+ 7.88% |
$31.7K - $38.1K
|
5.23K
$470K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.25KNew |
$187K - $225K
|
2.25K
$202K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$166 - $200
|
2
$180
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.94KNew |
$493K - $593K
|
5.94K
$534K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-56- 24.35% |
$4.64K - $5.59K
|
174
$15.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400New |
$33.2K - $39.9K
|
400
$35.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$324K - $390K
|
3.91K
$351K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 1.33% |
$82.9 - $99.8
|
76
$6.83K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-365- 91.25% |
$29.4K - $33K
|
35
$3.14K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1K- 15.32% |
$80.5K - $90.4K
|
5.53K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$213K - $239K
|
2.65K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
60+ 2.09% |
$4.83K - $5.43K
|
2.93K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.28K- 56.17% |
$264K - $296K
|
2.56K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.44KNew |
$196K - $220K
|
2.44K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7K+ 106.92% |
$1.02M - $1.15M
|
24.6K
$2.21M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
9.08KNew |
$730K - $821K
|
9.08K
$816K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 98.59% |
$5.63K - $6.33K
|
1
$89.8
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$1.93K - $2.17K
|
24
$2.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.37K- 48.59% |
$191K - $215K
|
2.51K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.85K- 36.63% |
$149K - $168K
|
3.21K
$288K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
250New |
$20.1K - $22.6K
|
250
$22.5K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$624 - $740
|
8
$719
|
|
|
Feb 14, 2024
Q4 2023
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-45.5K- 19.61% |
$3.55M - $4.21M
|
187K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.17KNew |
$559K - $663K
|
7.17K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47New |
$3.67K - $4.35K
|
47
$4.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223- 7.73% |
$17.4K - $20.6K
|
2.66K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-965- 12.27% |
$75.3K - $89.2K
|
6.9K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.05K- 10.71% |
$81.9K - $97.1K
|
8.75K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-803- 13.59% |
$62.6K - $74.3K
|
5.11K
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.84K- 60.41% |
$611K - $725K
|
5.14K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
22.3KNew |
$1.74M - $2.06M
|
22.3K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
143New |
$11.2K - $13.2K
|
143
$12.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
614New |
$47.9K - $56.8K
|
614
$55.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
1New |
$78 - $92.5
|
1
$89.8
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.94K- 27.58% |
$151K - $180K
|
5.1K
$458K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
150New |
$11.7K - $13.9K
|
150
$13.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.45KClosed |
$528K - $586K
|
0
$0
|
|