Purchases and Sales Made in Q2 2024 in Abrdn Platinum ETF Trust (PPLT)
This table provides information about the institutional ownership of Abrdn Platinum ETF Trust (PPLT) during Q2 2024. The information is specifically focused on institutions that hold shares of abrdn Platinum ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
85New |
$7.04K - $8.48K
|
85
$7.64K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65+ 2.26% |
$5.39K - $6.49K
|
2.94K
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 26.5% |
$4.39K - $5.29K
|
253
$22.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
36New |
$2.98K - $3.59K
|
36
$3.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
26New |
$2.15K - $2.59K
|
26
$2.34K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
16New |
$1.33K - $1.6K
|
16
$1.44K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.84% |
$249 - $299
|
359
$32.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$249 - $299
|
3
$269
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$166 - $200
|
2
$180
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 1.33% |
$82.9 - $99.8
|
76
$6.83K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 24.49% |
$995 - $1.2K
|
37
$3.32K
|
|
|
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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35- 1.18% |
$2.9K - $3.49K
|
2.92K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-56- 24.35% |
$4.64K - $5.59K
|
174
$15.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-104- 1.01% |
$8.62K - $10.4K
|
10.2K
$912K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-131- 21.44% |
$10.9K - $13.1K
|
480
$43.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-138- 3.32% |
$11.4K - $13.8K
|
4.01K
$360K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-189- 1.17% |
$15.7K - $18.9K
|
15.9K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241- 4.48% |
$20K - $24.1K
|
5.14K
$462K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-275- 2.86% |
$22.8K - $27.4K
|
9.35K
$839K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-365- 91.25% |
$30.3K - $36.4K
|
35
$3.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 33.33% |
$41.4K - $49.9K
|
1K
$89.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-568- 5.75% |
$47.1K - $56.7K
|
9.32K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-597- 13.87% |
$49.5K - $59.6K
|
3.71K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-724- 3.73% |
$60K - $72.3K
|
18.7K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-797- 6.66% |
$66.1K - $79.5K
|
11.2K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-921- 3.64% |
$76.3K - $91.9K
|
24.4K
$2.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.12K- 35.09% |
$176K - $212K
|
3.93K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.21K- 16.8% |
$183K - $220K
|
10.9K
$982K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.31K- 36.53% |
$192K - $231K
|
4.02K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.31K- 8.77% |
$192K - $231K
|
24.1K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.46K- 17.25% |
$203K - $245K
|
11.8K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.16K- 24.47% |
$262K - $315K
|
9.75K
$876K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.17K- 23.43% |
$263K - $316K
|
10.4K
$930K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.17K- 12.77% |
$511K - $615K
|
42.1K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 31.66% |
$854K - $1.03M
|
22.2K
$2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 6.06% |
$1.14M - $1.37M
|
213K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 6.06% |
$1.14M - $1.37M
|
213K
$19.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-33.7K- 43.29% |
$2.79M - $3.36M
|
44.1K
$3.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-39.9K- 52.41% |
$3.3M - $3.98M
|
36.2K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.9K- 71.53% |
$4.3M - $5.18M
|
20.7K
$1.86M
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-91.9K- 64.83% |
$7.61M - $9.17M
|
49.8K
$4.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-271K- 72.78% |
$22.5M - $27.1M
|
101K
$9.12M
|