Purchases and Sales Made in Q4 2022 in Abrdn Platinum ETF Trust (PPLT)
This table provides information about the institutional ownership of Abrdn Platinum ETF Trust (PPLT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
90+ 0.75% |
$7.77K - $8.94K
|
12.1K
$1.09M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
90New |
$7.77K - $8.94K
|
90
$8.08K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72+ 1.27% |
$6.22K - $7.15K
|
5.76K
$517K
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
50+ 0.48% |
$4.32K - $4.96K
|
10.5K
$944K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42New |
$3.63K - $4.17K
|
42
$3.77K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
25New |
$2.16K - $2.48K
|
25
$2.25K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 23.75% |
$1.64K - $1.89K
|
99
$8.89K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$691 - $794
|
8
$719
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8New |
$691 - $794
|
8
$719
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-84- 1.36% |
$7.25K - $8.34K
|
6.11K
$549K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 33.33% |
$8.64K - $9.93K
|
200
$18K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-114- 3.92% |
$9.85K - $11.3K
|
2.79K
$251K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-165- 99.4% |
$14.2K - $16.4K
|
1
$89.8
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-219- 4.15% |
$18.9K - $21.7K
|
5.05K
$454K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-330- 8.07% |
$28.5K - $32.8K
|
3.76K
$338K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-333- 2.41% |
$28.8K - $33.1K
|
13.5K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-400- 2.78% |
$34.5K - $39.7K
|
14K
$1.26M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-406- 9.65% |
$35.1K - $40.3K
|
3.8K
$342K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415- 6.78% |
$35.8K - $41.2K
|
5.71K
$513K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-535- 11.97% |
$46.2K - $53.1K
|
3.93K
$353K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-643- 0.47% |
$55.5K - $63.8K
|
136K
$12.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-745- 19.46% |
$64.3K - $74K
|
3.08K
$277K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.05K- 10.62% |
$90.2K - $104K
|
8.8K
$790K
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.25K- 12.5% |
$108K - $124K
|
8.75K
$786K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 10.06% |
$121K - $140K
|
12.6K
$1.13M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 11.48% |
$157K - $180K
|
14K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.07K- 50.41% |
$179K - $206K
|
2.04K
$183K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5.31K- 47.84% |
$459K - $527K
|
5.79K
$520K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.1K- 22.6% |
$962K - $1.11M
|
38.1K
$3.43M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 6.88% |
$1.05M - $1.21M
|
165K
$14.8M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.4K- 10.49% |
$1.16M - $1.33M
|
115K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 85.93% |
$1.2M - $1.38M
|
2.27K
$204K
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15K- 49.13% |
$1.3M - $1.49M
|
15.6K
$1.4M
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-112K- 36.72% |
$9.69M - $11.1M
|
193K
$17.4M
|