Purchases and Sales Made in Q4 2023 in Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
477K+ 8656.56% |
$38.8M - $44M
|
482K
$53.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
162K+ 560.18% |
$13.2M - $15M
|
191K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 44.17% |
$8.35M - $9.46M
|
335K
$37M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.6K+ 44.56% |
$7.3M - $8.27M
|
291K
$32.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
59.4KNew |
$4.84M - $5.48M
|
59.4K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.4K+ 271.86% |
$4.59M - $5.2M
|
77.1K
$8.53M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22KNew |
$1.79M - $2.03M
|
22K
$2.43M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 6.34% |
$1.41M - $1.6M
|
291K
$32.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.3K+ 45.44% |
$1.17M - $1.32M
|
45.8K
$5.07M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.97KNew |
$812K - $920K
|
9.97K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.92K+ 72.07% |
$808K - $916K
|
23.7K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.54K+ 14.97% |
$533K - $604K
|
50.2K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.51K+ 47.67% |
$530K - $601K
|
20.2K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.32KNew |
$515K - $583K
|
6.32K
$699K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.85KNew |
$476K - $540K
|
5.85K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
5.29KNew |
$431K - $488K
|
5.29K
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 193.05% |
$423K - $479K
|
7.89K
$873K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.09KNew |
$333K - $378K
|
4.09K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.56KNew |
$290K - $329K
|
3.56K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.48K+ 97.53% |
$283K - $321K
|
7.04K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 13.57% |
$240K - $272K
|
24.7K
$2.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.85K+ 3.55% |
$232K - $263K
|
83.1K
$9.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.79KNew |
$227K - $258K
|
2.79K
$309K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.64KNew |
$215K - $243K
|
2.64K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58KNew |
$210K - $238K
|
2.58K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.52K+ 12.16% |
$205K - $233K
|
23.3K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48KNew |
$202K - $229K
|
2.48K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.34KNew |
$191K - $216K
|
2.34K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.27KNew |
$185K - $210K
|
2.27K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.21KNew |
$180K - $204K
|
2.21K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.84K+ 5.32% |
$150K - $170K
|
36.3K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27KNew |
$103K - $117K
|
1.27K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.18K+ 6.25% |
$96.4K - $109K
|
20.1K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
990+ 16.14% |
$80.7K - $91.4K
|
7.12K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
943+ 4.32% |
$76.8K - $87K
|
22.8K
$2.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
939New |
$76.5K - $86.7K
|
939
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
905+ 17.25% |
$73.7K - $83.5K
|
6.15K
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
882+ 14.86% |
$71.9K - $81.4K
|
6.82K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
857New |
$69.8K - $79.1K
|
857
$94.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
755+ 0.88% |
$61.5K - $69.7K
|
86.6K
$9.58M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
692+ 7.12% |
$56.4K - $63.9K
|
10.4K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
559New |
$45.5K - $51.6K
|
559
$61.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
534+ 0.4% |
$43.5K - $49.3K
|
133K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
530New |
$43.2K - $48.9K
|
530
$58.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329+ 4.17% |
$26.8K - $30.4K
|
8.22K
$910K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
313+ 13.11% |
$25.5K - $28.9K
|
2.7K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.43% |
$12K - $13.6K
|
34.1K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
136+ 13600.0% |
$11.1K - $12.6K
|
137
$15.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
112+ 0.83% |
$9.13K - $10.3K
|
13.7K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
97+ 23.54% |
$7.9K - $8.95K
|
509
$56.3K
|