Latest Institutional Purchases of Abrdn Platinum ETF Trust (PPLT)
This list provides information on the latest institutional transactions involving Abrdn Platinum ETF Trust (PPLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.25KNew |
$187K - $225K
|
2.25K
$202K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$182K - $219K
|
2.19K
$197K
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$82.9K - $99.8K
|
1K
$89.8K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400New |
$33.2K - $39.9K
|
400
$35.9K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
338New |
$28K - $33.7K
|
338
$30.4K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$16.6K - $20K
|
200
$18K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
85New |
$7.04K - $8.48K
|
85
$7.64K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$249 - $299
|
3
$269
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$166 - $200
|
2
$180
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 1.33% |
$82.9 - $99.8
|
76
$6.83K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$213K - $239K
|
2.65K
$238K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.44KNew |
$196K - $220K
|
2.44K
$219K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
250New |
$20.1K - $22.6K
|
250
$22.5K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
60+ 2.09% |
$4.83K - $5.43K
|
2.93K
$263K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$1.93K - $2.17K
|
24
$2.16K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
22.3KNew |
$1.74M - $2.06M
|
22.3K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.17KNew |
$559K - $663K
|
7.17K
$644K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
150New |
$11.7K - $13.9K
|
150
$13.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
143New |
$11.2K - $13.2K
|
143
$12.8K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$624 - $740
|
8
$719
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
1New |
$78 - $92.5
|
1
$89.8
|
|
Q3 2023 | |||||||
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
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
75+ 15.0% |
$6.14K - $6.81K
|
575
$51.7K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$1.64K - $1.82K
|
20
$1.8K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3KNew |
$858K - $1.08M
|
10.3K
$929K
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
5K+ 100.0% |
$415K - $520K
|
10K
$898K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.6KNew |
$382K - $478K
|
4.6K
$413K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.04KNew |
$335K - $420K
|
4.04K
$363K
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
2.87KNew |
$238K - $298K
|
2.87K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.72KNew |
$225K - $282K
|
2.72K
$244K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1KNew |
$82.9K - $104K
|
1K
$89.8K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$8.29K - $10.4K
|
100
$8.98K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47New |
$3.9K - $4.88K
|
47
$4.22K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$332 - $416
|
4
$359
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
90.4KNew |
$7.62M - $9.14M
|
90.4K
$8.12M
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
4.69KNew |
$396K - $474K
|
4.69K
$421K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.7KNew |
$312K - $374K
|
3.7K
$332K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.35K+ 111.5% |
$282K - $338K
|
6.35K
$570K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
868New |
$73.2K - $87.7K
|
868
$78K
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
800New |
$67.5K - $80.9K
|
800
$71.9K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
560New |
$47.2K - $56.6K
|
560
$50.3K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
312New |
$26.3K - $31.5K
|
312
$28K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
300New |
$25.3K - $30.3K
|
300
$26.9K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
258+ 8.67% |
$21.8K - $26.1K
|
3.24K
$291K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
195New |
$16.4K - $19.7K
|
195
$17.5K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107+ 3.93% |
$9.02K - $10.8K
|
2.83K
$254K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$5.06K - $6.07K
|
60
$5.39K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25New |
$2.11K - $2.53K
|
25
$2.25K
|