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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.8K+ 152.12% |
$968K - $968K
|
17.9K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
332New |
$29.8K - $29.8K
|
332
$29.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6KNew |
$1.22M - $1.22M
|
13.6K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$1.06M - $1.06M
|
11.9K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 87.5% |
$1.26K - $1.26K
|
30
$2.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.17K+ 77.82% |
$824K - $824K
|
20.9K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.18KNew |
$376K - $376K
|
4.18K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700New |
$62.9K - $62.9K
|
700
$62.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-101- 80.8% |
$9.07K - $9.07K
|
24
$2.16K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.17% |
$7.1K - $7.1K
|
3.57K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.45KNew |
$220K - $220K
|
2.45K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
61New |
$5.48K - $5.48K
|
61
$5.48K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
338New |
$28K - $33.7K
|
338
$30.4K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.93KNew |
$243K - $292K
|
2.93K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-131- 21.44% |
$10.9K - $13.1K
|
480
$43.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
135KNew |
$11.2M - $13.5M
|
135K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-64.4K- 53.91% |
$5.33M - $6.42M
|
55K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.3KNew |
$191K - $230K
|
2.3K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-23- 3.1% |
$1.91K - $2.3K
|
720
$64.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.9K- 71.53% |
$4.3M - $5.18M
|
20.7K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 33.33% |
$41.4K - $49.9K
|
1K
$89.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-271K- 72.78% |
$22.5M - $27.1M
|
101K
$9.12M
|
|
|
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
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
85New |
$7.04K - $8.48K
|
85
$7.64K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$182K - $219K
|
2.19K
$197K
|
|
|
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 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.94KNew |
$493K - $593K
|
5.94K
$534K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$166 - $200
|
2
$180
|
|
|
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 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.44KNew |
$196K - $220K
|
2.44K
$219K
|
|
|
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
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
60+ 2.09% |
$4.83K - $5.43K
|
2.93K
$263K
|
|
|
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
|
Ae Wealth Management LLC
|
BUY
|
- |
7.17KNew |
$559K - $663K
|
7.17K
$644K
|
|
|
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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223- 7.73% |
$17.4K - $20.6K
|
2.66K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.05K- 10.71% |
$81.9K - $97.1K
|
8.75K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-965- 12.27% |
$75.3K - $89.2K
|
6.9K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-803- 13.59% |
$62.6K - $74.3K
|
5.11K
$459K
|
|