Purchases and Sales Made in Q1 2022 in Abrdn Precious Metals Basket ETF Trust (GLTR)

GLTR Quotes by TradingView

This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q1 2022. The information is specifically focused on institutions that hold shares of abrdn Precious Metals Basket ETF Trust.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
175
New
$15.2K - $18.7K
175 $19.4K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
167
+ 167.0%
$14.5K - $17.8K
267 $29.5K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
158
+ 6.02%
$13.8K - $16.9K
2.78K $308K
Apr 18, 2022 Q1 2022
Carolina Wealth Advisors, LLC

BUY
 -
58
+ 0.8%
$5.05K - $6.2K
7.31K $809K
May 09, 2023 Q1 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
50
New
$4.35K - $5.34K
50 $5.53K
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
44
New
$3.83K - $4.7K
44 $4.87K
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
42
+ 0.71%
$3.66K - $4.49K
5.94K $657K
May 09, 2022 Q1 2022
Powell Investment Advisors, LLC

BUY
 -
2
+ 0.02%
$174 - $214
8.33K $921K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1
New
$87.1 - $107
1 $111
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
1
New
$87.1 - $107
1 $111
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 18, 2022 Q1 2022
John W. Brooker & Co., Cp As

SELL
 -
-22
Closed
$1.92K - $2.35K
0 $0
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-24
Closed
$2.09K - $2.56K
0 $0
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-71
Closed
$6.18K - $7.59K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-73
- 61.34%
$6.36K - $7.8K
46 $5.09K
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-90
Closed
$7.84K - $9.62K
0 $0
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-115
- 19.17%
$10K - $12.3K
485 $53.7K
May 16, 2022 Q1 2022
Heron Bay Capital Management

SELL
 -
-143
- 3.62%
$12.5K - $15.3K
3.81K $421K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-280
- 8.26%
$24.4K - $29.9K
3.11K $344K
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-280
- 9.14%
$24.4K - $29.9K
2.79K $308K
May 10, 2022 Q1 2022
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-301
- 7.29%
$26.2K - $32.2K
3.83K $424K
Apr 12, 2022 Q1 2022
First Affirmative Financial Network

SELL
 -
-309
- 8.6%
$26.9K - $33K
3.29K $363K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-326
- 7.11%
$28.4K - $34.8K
4.26K $471K
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-349
- 1.08%
$30.4K - $37.3K
32K $3.54M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-349
- 1.08%
$30.4K - $37.3K
32K $3.54M
May 03, 2022 Q1 2022
West Branch Capital LLC

SELL
 -
-380
- 9.06%
$33.1K - $40.6K
3.82K $422K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-402
- 5.53%
$35K - $43K
6.87K $760K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-489
- 43.01%
$42.6K - $52.3K
648 $71.7K
May 03, 2022 Q1 2022
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-496
- 8.67%
$43.2K - $53K
5.23K $578K
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-560
Closed
$48.8K - $59.8K
0 $0
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-639
- 4.43%
$55.6K - $68.3K
13.8K $1.52M
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

SELL
 -
-733
- 12.59%
$63.8K - $78.3K
5.09K $563K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-783
Closed
$68.2K - $83.7K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-876
- 96.9%
$76.3K - $93.6K
28 $3.1K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-949
Closed
$82.6K - $101K
0 $0
May 12, 2022 Q1 2022
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-1.28K
- 1.26%
$112K - $137K
100K $11.1M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-1.99K
- 1.41%
$174K - $213K
139K $15.4M
May 16, 2022 Q1 2022
Trail Ridge Investment Advisors, LLC

SELL
 -
-2.71K
- 45.71%
$236K - $289K
3.22K $356K
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-2.78K
- 2.31%
$242K - $297K
118K $13M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-2.94K
- 33.36%
$256K - $314K
5.87K $649K
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

SELL
 -
-3K
Closed
$261K - $321K
0 $0
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-3.01K
Closed
$262K - $322K
0 $0
Apr 29, 2022 Q1 2022
Sg Americas Securities, LLC

SELL
 -
-3.62K
- 32.59%
$316K - $387K
7.5K $829K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-4.19K
- 24.33%
$365K - $448K
13K $1.44M
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-4.52K
Closed
$393K - $483K
0 $0
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-11.3K
- 27.0%
$985K - $1.21M
30.6K $3.38M
May 12, 2022 Q1 2022
Treynor Bancshares, Inc.

SELL
 -
-12.8K
- 20.17%
$1.11M - $1.37M
50.6K $5.6M
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-14.3K
- 33.91%
$1.25M - $1.53M
27.9K $3.09M
May 13, 2022 Q1 2022
Old Mission Capital LLC

SELL
 -
-14.9K
Closed
$1.29M - $1.59M
0 $0

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