Latest Institutional Transactions on Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information on the latest institutional transactions involving Abrdn Precious Metals Basket ETF Trust (GLTR) 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
915+ 40.65% |
$99.9K - $111K
|
3.17K
$401K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-162- 1.76% |
$17.7K - $19.7K
|
9.05K
$1.14M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 99.9% |
$109K - $122K
|
1
$127
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
60.5KNew |
$6.61M - $7.36M
|
60.5K
$7.66M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 14.51% |
$120K - $134K
|
6.5K
$822K
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.73KNew |
$953K - $1.06M
|
8.73K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-30- 4.18% |
$3.27K - $3.65K
|
687
$86.9K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
222+ 9.47% |
$24.2K - $27K
|
2.57K
$325K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-498K- 99.12% |
$54.4M - $60.6M
|
4.41K
$558K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-254- 7.13% |
$27.7K - $30.9K
|
3.31K
$419K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.7KNew |
$6.29M - $7.02M
|
57.7K
$7.3M
|
|
Q3 2024 | |||||||
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-148K- 40.77% |
$15M - $17.1M
|
215K
$27.3M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.68K+ 0.98% |
$270K - $309K
|
275K
$34.8M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-499- 14.12% |
$50.4K - $57.6K
|
3.04K
$384K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 53.85% |
$707 - $808
|
20
$2.53K
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
125+ 2.3% |
$12.6K - $14.4K
|
5.56K
$703K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 12.11% |
$19.7K - $22.5K
|
1.42K
$179K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-841- 31.02% |
$85K - $97.1K
|
1.87K
$237K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82KNew |
$183K - $210K
|
1.82K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-789- 9.43% |
$79.7K - $91.1K
|
7.58K
$959K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$258K - $295K
|
2.55K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.4K+ 735.6% |
$2.27M - $2.59M
|
25.5K
$3.22M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.01KNew |
$405K - $463K
|
4.01K
$507K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
394New |
$39.8K - $45.5K
|
394
$49.9K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 18.33% |
$2.22K - $2.54K
|
142
$18K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 20.0% |
$2.53K - $2.89K
|
100
$12.7K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
491New |
$49.6K - $56.7K
|
491
$62.1K
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
45New |
$4.55K - $5.2K
|
45
$5.69K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.53K- 23.64% |
$155K - $177K
|
4.94K
$625K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.52KNew |
$760K - $869K
|
7.52K
$952K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-32- 20.38% |
$3.23K - $3.7K
|
125
$15.8K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7- 0.26% |
$707 - $808
|
2.68K
$339K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 10.01% |
$46.9K - $53.6K
|
5.1K
$645K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-193- 6.05% |
$19.5K - $22.3K
|
3K
$379K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.7K+ 19.26% |
$475K - $543K
|
29.1K
$3.68M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3K+ 14.62% |
$131K - $150K
|
10.2K
$1.29M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-88.8K- 80.64% |
$8.56M - $9.68M
|
21.3K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-127- 4.71% |
$12.2K - $13.8K
|
2.57K
$325K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
209KNew |
$20.2M - $22.8M
|
209K
$26.5M
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
165New |
$15.9K - $18K
|
165
$20.9K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$1.07M - $1.21M
|
11.1K
$1.4M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29.2K- 98.52% |
$2.81M - $3.18M
|
439
$55.6K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26New |
$2.5K - $2.83K
|
26
$3.29K
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.06KNew |
$198K - $224K
|
2.06K
$261K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.18K- 94.04% |
$210K - $237K
|
138
$17.5K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33New |
$3.18K - $3.6K
|
33
$4.18K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-55- 10.48% |
$5.3K - $6K
|
470
$59.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 2.4% |
$385 - $436
|
163
$20.6K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
32New |
$3.08K - $3.49K
|
32
$4.05K
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-35- 0.23% |
$3.37K - $3.82K
|
15.1K
$1.91M
|