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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50New |
$4.07K - $4.62K
|
50
$6.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
32+ 25.6% |
$2.61K - $2.95K
|
157
$18.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32New |
$2.61K - $2.95K
|
32
$3.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27+ 0.64% |
$2.2K - $2.49K
|
4.24K
$512K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$2.12K - $2.4K
|
26
$3.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18New |
$1.47K - $1.66K
|
18
$2.17K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13New |
$1.06K - $1.2K
|
13
$1.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
8+ 0.29% |
$652 - $738
|
2.76K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8+ 800.0% |
$652 - $738
|
9
$1.09K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$407 - $462
|
5
$604
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 3.88% |
$326 - $369
|
107
$12.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$163 - $185
|
2
$241
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3- 0.11% |
$244 - $277
|
2.71K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10- 0.03% |
$815 - $923
|
30.3K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 4.98% |
$978 - $1.11K
|
229
$27.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12- 0.24% |
$978 - $1.11K
|
5.05K
$610K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-27- 13.43% |
$2.2K - $2.49K
|
174
$21K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 64.94% |
$4.07K - $4.62K
|
27
$3.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 4.11% |
$4.73K - $5.35K
|
1.35K
$163K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-60- 2.04% |
$4.89K - $5.54K
|
2.88K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-87- 1.21% |
$7.09K - $8.03K
|
7.11K
$858K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-99- 3.22% |
$8.07K - $9.14K
|
2.98K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-120- 4.81% |
$9.78K - $11.1K
|
2.38K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 76.28% |
$13.4K - $15.1K
|
51
$6.16K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-250- 7.27% |
$20.4K - $23.1K
|
3.19K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-278- 10.73% |
$22.7K - $25.7K
|
2.31K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-351- 11.32% |
$28.6K - $32.4K
|
2.75K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-360- 5.02% |
$29.3K - $33.2K
|
6.81K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-363- 4.56% |
$29.6K - $33.5K
|
7.6K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-404- 4.67% |
$32.9K - $37.3K
|
8.25K
$996K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-482- 13.22% |
$39.3K - $44.5K
|
3.16K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-483- 13.04% |
$39.4K - $44.6K
|
3.22K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-689- 13.17% |
$56.1K - $63.6K
|
4.54K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-830- 1.13% |
$67.6K - $76.6K
|
72.3K
$8.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-910- 3.96% |
$74.1K - $84K
|
22.1K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.01K- 19.09% |
$82.3K - $93.2K
|
4.28K
$517K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.05K- 2.0% |
$85.6K - $96.9K
|
51.4K
$6.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.13K- 6.44% |
$92.1K - $104K
|
16.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 20.0% |
$95.3K - $108K
|
4.68K
$565K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.39K- 21.28% |
$113K - $128K
|
5.14K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.6K- 17.37% |
$131K - $148K
|
7.62K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 41.63% |
$135K - $152K
|
2.32K
$280K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.8K- 7.91% |
$147K - $166K
|
20.9K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2K- 10.72% |
$163K - $185K
|
16.7K
$2.01M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.32K- 4.31% |
$189K - $214K
|
51.5K
$6.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.47K- 3.11% |
$201K - $228K
|
76.9K
$9.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.8K- 2.01% |
$310K - $351K
|
185K
$22.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.07K- 45.02% |
$413K - $468K
|
6.19K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.93K- 5.28% |
$483K - $547K
|
106K
$12.8M
|