Latest Institutional Transactions on Granite Shares Platinum Trust (PLTM)
This table provides information on the latest institutional transactions involving Granite Shares Platinum Trust (PLTM) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-853- 2.81% |
$7.24K - $8.14K
|
29.5K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.7K+ 24.79% |
$210K - $236K
|
125K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.4K- 72.2% |
$318K - $357K
|
14.4K
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3KNew |
$87.8K - $98.6K
|
10.3K
$154K
|
|
| Q4 2023 | |||||||
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
67.8KNew |
$559K - $662K
|
67.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
119New |
$981 - $1.16K
|
119
$1.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
11KNew |
$90.6K - $107K
|
11K
$164K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-350- 17.95% |
$3.02K - $3.36K
|
1.6K
$23.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4KNew |
$98.2K - $109K
|
11.4K
$169K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-900- 8.21% |
$7.88K - $9.87K
|
10.1K
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.03K+ 12.19% |
$61.5K - $77.1K
|
64.7K
$963K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
389+ 5557.14% |
$3.46K - $4.15K
|
396
$5.89K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500New |
$4.45K - $5.34K
|
500
$7.44K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-277- 85.23% |
$2.46K - $2.96K
|
48
$714
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
10.7KNew |
$95.3K - $114K
|
10.7K
$159K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2K- 15.09% |
$17.3K - $21K
|
11.3K
$167K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
18KNew |
$156K - $189K
|
18K
$268K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
237New |
$2.05K - $2.49K
|
237
$3.53K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-294- 1.39% |
$2.38K - $2.77K
|
20.9K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$86.8K - $101K
|
10.7K
$159K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$85.9K - $99.9K
|
10.6K
$158K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10KNew |
$87.8K - $101K
|
10K
$149K
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4K- 12.86% |
$35.1K - $40.3K
|
27.1K
$403K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19.4KClosed |
$170K - $195K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-100Closed |
$878 - $1.01K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$8.78K - $10.1K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-146KClosed |
$1.28M - $1.47M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-21.8KClosed |
$192K - $220K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$9.28 - $11.3
|
1
$14.9
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
44New |
$408 - $498
|
44
$655
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.2KNew |
$39K - $47.5K
|
4.2K
$62.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2.19KNew |
$20.3K - $24.8K
|
2.19K
$32.6K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-11KClosed |
$99.2K - $118K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-900Closed |
$8.12K - $10.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$3.08K - $3.72K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10KClosed |
$103K - $124K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$133 - $161
|
13
$193
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-6KClosed |
$61.3K - $75.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-75Closed |
$767 - $946
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1KClosed |
$10.2K - $12.6K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1KNew |
$10.2K - $12.6K
|
1K
$14.9K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.9KClosed |
$39.4K - $48.5K
|
0
$0
|
|