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Get Institutions for : 
Aberdeen Standard Physical Palladium Shares Etf (PALL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    6
Total shares held : 
 540,117  
% of shares held : 
 32.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 44,644  
% of shares held change : 
   2.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 7,230
 1.34%
 
Increased Positions :
14
 96,605
 17.89%
 
Unchanged Positions :
24
 30,668
 5.68%
 
Decreased Positions :
15
-42,200
-7.81%
 
Closed Positions :
13
-16,991
-3.15%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KEY GROUP HOLDINGS (CAYMAN), LTD. 24 - 2024-03-31 150,000 $14,028,000 0
   MORGAN STANLEY 3680 - 2024-03-31 65,349 $6,111,000 15,751
   BCJ Capital Management LLC 62 *New 2024-03-31 62,673 $5,861,000 62,673
   BANK OF AMERICA CORP /DE/ 3428 - 2024-03-31 28,687 $2,683,000 -30,194
   ARVEST INVESTMENTS INC. 83 - 2024-03-31 18,855 $1,763,000 419
   LPL FINANCIAL CORP 2835 - 2024-03-31 15,007 $1,403,000 -5,154
   WELLS FARGO & CO/MN 2857 - 2024-03-31 13,356 $1,249,000 1,425
   CIBC WORLD MARKETS INC. 703 *New 2024-03-31 12,397 $1,159,000 12,397
   J P MORGAN CHASE & CO 3348 - 2024-03-31 10,965 $1,025,000 -1,916
   RENAISSANCE TECHNOLOGIES LLC 2600 - 2024-03-31 8,800 $823,000 -9,245
   UBS Group AG 3722 - 2024-03-31 8,323 $778,000 -801
   Advisor Group Holdings Inc. 2687 - 2024-03-31 7,100 $664,000 2,305
   AMG NATIONAL TRUST BANK 325 - 2024-03-31 6,646 $622,000 -440
   ENVESTNET ASSET MANAGEMENT INC 3305 - 2024-03-31 6,309 $590,000 233
   RAYMOND JAMES & ASSOCIATES 2955 - 2024-03-31 6,074 $568,000 439
   Belpointe Asset Management LLC 412 - 2024-03-31 5,977 $559,000 326
   Fortis Capital Advisors LLC 75 - 2024-03-31 5,977 $559,000 326
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3682 - 2024-03-31 4,341 $406,000 -4,504
   Cetera Investment Advisers 2832 *New 2024-03-31 3,917 $366,000 3,917
   Mutual Advisors LLC 814 - 2024-03-31 3,651 $341,000 0
   NATIONAL BANK OF CANADA /FI/ 1170 - 2024-03-31 3,348 $301,000 3,348
   ROYAL BANK OF CANADA 3831 - 2024-03-31 3,157 $296,000 -562
   Valeo Financial Advisors LLC 569 - 2024-03-31 2,550 $235,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3485 - 2024-03-31 2,404 $225,000 150
   Linden Thomas Advisory Services LLC 420 *New 2024-03-31 2,355 $220,000 2,355
   SG AMERICAS SECURITIES LLC 1698 - 2024-03-31 2,077 $194,000 0
   SMITHFIELD TRUST CO 427 - 2024-03-31 1,200 $113,000 0
   Laffer Tengler Investments 155 - 2024-03-31 1,137 $106,000 -1,107
   Heritage Wealth Advisors 255 - 2024-03-31 1,125 $105,000 0
   IFP Advisors Inc 1316 - 2023-12-31 800 $81,000 0
   Steward Partners Investment Advisory LLC 1954 - 2024-03-31 716 $67,000 -4
   U S GLOBAL INVESTORS INC 139 - 2024-03-31 400 $37,000 400
   ANCORA ADVISORS, LLC 1068 - 2024-03-31 283 $26,000 0
   AdvisorNet Financial Inc 994 - 2024-03-31 282 $26,000 3
   DAGCO INC. 148 *New 2024-03-31 275 $26,000 275
   CITIGROUP INC 4116 *New 2024-03-31 200 $19,000 200
   Capital Analysts Inc. 860 - 2024-03-31 162 $15,000 0
   Hilltop National Bank 592 - 2024-03-31 150 $14,000 0
   WASHINGTON TRUST CO 615 - 2024-03-31 150 $14,000 0
   Atlantic Trust Group LLC 2164 *New 2024-03-31 150 $14,000 150
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2477 - 2024-03-31 146 $14,000 122
   Spire Wealth Management 1692 - 2024-03-31 119 $11,000 -180
   PARKSIDE FINANCIAL BANK & TRUST 1170 - 2024-03-31 104 $10,000 0
   Larson Financial Group LLC 1075 - 2024-03-31 98 $9,000 0
   Global Retirement Partners LLC 2167 - 2024-03-31 100 $9,000 0
   VALLEY NATIONAL ADVISERS INC 700 *New 2024-03-31 93 $8,000 93
   FIFTH THIRD BANCORP 1956 - 2024-03-31 75 $7,000 0
   SJS Investment Consulting Inc. 410 - 2024-03-31 75 $7,000 0
   Newbridge Financial Services Group Inc. 871 - 2024-03-31 60 $6,000 60
   Main Street Group LTD 521 - 2024-03-31 50 $5,000 0
   Gen-Wealth Partners Inc 497 - 2024-03-31 50 $5,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2123 - 2024-03-31 39 $4,000 0
   JNBA FINANCIAL ADVISORS 577 - 2024-03-31 35 $3,000 0
   Signature Resources Capital Management LLC 323 - 2024-03-31 15 $2,000 0
   Spectrum Wealth Counsel LLC 345 - 2024-03-31 10 $1,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 324 - 2024-03-31 12 $1,000 0
   JONES FINANCIAL COMPANIES LLLP 1308 *New 2024-03-31 15 $1,000 15
   SANDY SPRING BANK 1142 - 2024-03-31 14 $1,000 0
   Federation des caisses Desjardins du Quebec 2164 - 2024-03-31 13 $1,000 0
   PROEQUITIES INC. 2302 - 2024-03-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3374 *Closed 2024-03-31 0 $0 -8,203
   TOWER RESEARCH CAPITAL LLC 5507 - 2024-03-31 1 $0 -202
   ADVISORY SERVICES NETWORK, LLC 2197 *Closed 2024-03-31 0 $0 -706
   FMR LLC 4918 *Closed 2024-03-31 0 $0 -15
   Tradition Wealth Management LLC 1035 *Closed 2024-03-31 0 $0 -65
   Qube Research & Technologies Ltd 3599 *Closed 2024-03-31 0 $0 -28
   HRT FINANCIAL LLC 2139 *Closed 2024-03-31 0 $0 -5,443
   JANE STREET GROUP LLC 5555 *Closed 2024-03-31 0 $0 -106,849
   Financial Gravity Wealth Inc. 1097 - 2024-03-31 1 $0 1
   NOMURA ASSET MANAGEMENT CO LTD 1703 *Closed 2024-03-31 0 $0 -100
   Legend Financial Advisors Inc. 190 *Closed 2024-03-31 0 $0 -6
   Sound Income Strategies LLC 1370 *Closed 2024-03-31 0 $0 -30
   GRADIENT INVESTMENTS LLC 1824 *Closed 2024-03-31 0 $0 -22
   Ten Capital Wealth Advisors LLC 451 *Closed 2023-06-30 0 $0 -1,035
   GAMBLE JONES MORPHY & BENT 217 *Closed 2022-12-31 0 $0 -1,110
   COCONUT GROVE BANK 586 *Closed 2024-03-31 0 $0 -14
   Stratos Wealth Partners LTD. 1422 *Closed 2024-03-31 0 $0 -2,635
   FNY Investment Advisers LLC 828 *Closed 2024-03-31 0 $0 -850
  78 Records found
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