Latest Institutional Transactions on Abrdn Platinum ETF Trust (PPLT)
This table provides information on the latest institutional transactions involving Abrdn Platinum ETF Trust (PPLT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 87.5% |
$1.26K - $1.26K
|
30
$2.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.18KNew |
$376K - $376K
|
4.18K
$376K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.17K+ 77.82% |
$824K - $824K
|
20.9K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-101- 80.8% |
$9.07K - $9.07K
|
24
$2.16K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.17% |
$7.1K - $7.1K
|
3.57K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.45KNew |
$220K - $220K
|
2.45K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
61New |
$5.48K - $5.48K
|
61
$5.48K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
338New |
$28K - $33.7K
|
338
$30.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.9K- 71.53% |
$4.3M - $5.18M
|
20.7K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-23- 3.1% |
$1.91K - $2.3K
|
720
$64.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.3KNew |
$191K - $230K
|
2.3K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-64.4K- 53.91% |
$5.33M - $6.42M
|
55K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
135KNew |
$11.2M - $13.5M
|
135K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-271K- 72.78% |
$22.5M - $27.1M
|
101K
$9.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 33.33% |
$41.4K - $49.9K
|
1K
$89.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$182K - $219K
|
2.19K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
85New |
$7.04K - $8.48K
|
85
$7.64K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.37M - $1.65M
|
16.6K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.6KNew |
$879K - $1.06M
|
10.6K
$953K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$82.9K - $99.8K
|
1K
$89.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$16.6K - $20K
|
200
$18K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$166 - $200
|
2
$180
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.94KNew |
$493K - $593K
|
5.94K
$534K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$324K - $390K
|
3.91K
$351K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.44KNew |
$196K - $220K
|
2.44K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.28K- 56.17% |
$264K - $296K
|
2.56K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
60+ 2.09% |
$4.83K - $5.43K
|
2.93K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 98.59% |
$5.63K - $6.33K
|
1
$89.8
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$1.93K - $2.17K
|
24
$2.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.37K- 48.59% |
$191K - $215K
|
2.51K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.85K- 36.63% |
$149K - $168K
|
3.21K
$288K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
250New |
$20.1K - $22.6K
|
250
$22.5K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2025
Q4 2023
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
3.1KNew |
$242K - $287K
|
3.1K
$278K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$624 - $740
|
8
$719
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.17KNew |
$559K - $663K
|
7.17K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-45.5K- 19.61% |
$3.55M - $4.21M
|
187K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-965- 12.27% |
$75.3K - $89.2K
|
6.9K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.05K- 10.71% |
$81.9K - $97.1K
|
8.75K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.84K- 60.41% |
$611K - $725K
|
5.14K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
22.3KNew |
$1.74M - $2.06M
|
22.3K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
143New |
$11.2K - $13.2K
|
143
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
1New |
$78 - $92.5
|
1
$89.8
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.94K- 27.58% |
$151K - $180K
|
5.1K
$458K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
150New |
$11.7K - $13.9K
|
150
$13.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-267- 7.29% |
$21.8K - $24.3K
|
3.4K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.45KClosed |
$528K - $586K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.65K- 50.92% |
$299K - $332K
|
3.52K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
211New |
$17.3K - $19.2K
|
211
$19K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$8.18K - $9.09K
|
100
$8.98K
|
|