Purchases and Sales Made in Q4 2025 in Abrdn Platinum ETF Trust (PPLT)
This table provides information about the institutional ownership of Abrdn Platinum ETF Trust (PPLT) during Q4 2025. The information is specifically focused on institutions that hold shares of abrdn Platinum ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.55KNew |
N/A
|
7.55K
$678K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.52KNew |
N/A
|
5.52K
$496K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2K+ 18.66% |
N/A
|
12.7K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.22KNew |
N/A
|
1.22K
$109K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
440+ 110.0% |
N/A
|
840
$75.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
257+ 4.19% |
N/A
|
6.39K
$574K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
175New |
N/A
|
175
$15.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
170+ 3.31% |
N/A
|
5.3K
$476K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
75New |
N/A
|
75
$6.74K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60New |
N/A
|
60
$5.39K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.71% |
N/A
|
700
$62.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-12- 5.58% |
N/A
|
203
$18.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-143- 9.86% |
N/A
|
1.31K
$117K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.75K- 26.52% |
N/A
|
4.85K
$436K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.59K- 70.16% |
N/A
|
1.1K
$98.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.65K- 76.02% |
N/A
|
1.15K
$103K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-4.23K- 35.22% |
N/A
|
7.79K
$699K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5K- 81.95% |
N/A
|
1.1K
$98.9K
|
|