Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
140+ 1.53% |
$15.3K - $17K
|
9.28K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
113New |
$12.3K - $13.7K
|
113
$13.6K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$10.9K - $12.2K
|
100
$12.1K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96New |
$10.5K - $11.7K
|
96
$11.6K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
81New |
$8.84K - $9.85K
|
81
$9.78K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
81New |
$8.84K - $9.85K
|
81
$9.78K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
63New |
$6.88K - $7.66K
|
63
$7.6K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58New |
$6.33K - $7.05K
|
58
$7K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54New |
$5.89K - $6.57K
|
54
$6.52K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
50+ 1.28% |
$5.46K - $6.08K
|
3.96K
$478K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17+ 0.62% |
$1.86K - $2.07K
|
2.74K
$330K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$109 - $122
|
1
$121
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$218 - $243
|
1
$121
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 2.56% |
$1.09K - $1.22K
|
380
$45.9K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-11- 0.46% |
$1.2K - $1.34K
|
2.4K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14- 0.37% |
$1.53K - $1.7K
|
3.75K
$452K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.48% |
$2.95K - $3.28K
|
1.8K
$217K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-30- 4.18% |
$3.27K - $3.65K
|
687
$82.9K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35- 0.02% |
$3.82K - $4.26K
|
185K
$22.3M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-36- 0.74% |
$3.93K - $4.38K
|
4.83K
$583K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-49- 1.58% |
$5.35K - $5.96K
|
3.06K
$370K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-50- 2.3% |
$5.46K - $6.08K
|
2.13K
$257K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-59- 1.32% |
$6.44K - $7.18K
|
4.42K
$533K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-105- 3.38% |
$11.5K - $12.8K
|
3K
$362K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-117- 4.7% |
$12.8K - $14.2K
|
2.37K
$286K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-129- 4.47% |
$14.1K - $15.7K
|
2.76K
$333K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-131- 32.19% |
$14.3K - $15.9K
|
276
$33.3K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-162- 1.76% |
$17.7K - $19.7K
|
9.05K
$1.09M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-202- 6.99% |
$22K - $24.6K
|
2.69K
$324K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-254- 7.13% |
$27.7K - $30.9K
|
3.31K
$399K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-270- 0.39% |
$29.5K - $32.8K
|
68.3K
$8.24M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-326- 28.4% |
$35.6K - $39.7K
|
822
$99.2K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-361- 15.7% |
$39.4K - $43.9K
|
1.94K
$234K
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-379- 6.07% |
$41.4K - $46.1K
|
5.86K
$707K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-381- 4.08% |
$41.6K - $46.3K
|
8.96K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-417- 1.71% |
$45.5K - $50.7K
|
24K
$2.89M
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-426- 0.74% |
$46.5K - $51.8K
|
57.2K
$6.9M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-470- 0.6% |
$51.3K - $57.2K
|
77.6K
$9.36M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-486- 6.25% |
$53K - $59.1K
|
7.29K
$880K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-609- 11.86% |
$66.5K - $74.1K
|
4.53K
$546K
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-620- 11.51% |
$67.7K - $75.4K
|
4.77K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-676- 1.29% |
$73.8K - $82.2K
|
51.6K
$6.22M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-850- 80.95% |
$92.8K - $103K
|
200
$24.1K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-938- 6.58% |
$102K - $114K
|
13.3K
$1.61M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 99.9% |
$109K - $122K
|
1
$121
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 11.96% |
$118K - $132K
|
7.97K
$961K
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 14.51% |
$120K - $134K
|
6.5K
$784K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.31K- 15.01% |
$143K - $159K
|
7.41K
$895K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.67K- 10.9% |
$182K - $203K
|
13.6K
$1.65M
|