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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. 27 - 2023-12-31 150,000 $15,164,000 53,691
   JANE STREET GROUP LLC 869 - 2023-12-31 106,849 $10,801,000 12,583
   BANK OF AMERICA CORP /DE/ 2765 - 2023-12-31 58,881 $5,952,000 -4,972
   MORGAN STANLEY 3837 - 2023-12-31 49,598 $5,014,000 9,239
   LPL FINANCIAL CORP 2355 - 2023-12-31 20,161 $2,038,000 -3,612
   RENAISSANCE TECHNOLOGIES LLC 2011 - 2023-12-31 18,045 $1,824,000 9,745
   ARVEST INVESTMENTS INC. 83 - 2024-03-31 18,855 $1,763,000 419
   J P MORGAN CHASE & CO 3189 - 2023-12-31 12,881 $1,302,000 -912
   WELLS FARGO & CO/MN 2834 - 2023-12-31 11,931 $1,206,000 4,816
   UBS Group AG 3473 - 2023-12-31 9,124 $922,000 -583
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2938 - 2023-12-31 8,845 $894,000 4,353
   BANK OF MONTREAL /CAN/ 1702 - 2023-12-31 8,203 $863,000 -21,047
   AMG NATIONAL TRUST BANK 311 - 2023-12-31 7,086 $716,000 -1,378
   ENVESTNET ASSET MANAGEMENT INC 3196 - 2023-12-31 6,076 $614,000 188
   Belpointe Asset Management LLC 328 - 2023-12-31 5,651 $571,000 -881
   Fortis Capital Advisors LLC 51 - 2023-12-31 5,651 $571,000 -881
   RAYMOND JAMES & ASSOCIATES 2955 - 2024-03-31 6,074 $568,000 439
   HRT FINANCIAL LLC 1198 *New 2023-12-31 5,443 $550,000 5,443
   Advisor Group Holdings Inc. 3181 - 2023-12-31 4,795 $485,000 1,259
   ROYAL BANK OF CANADA 3898 - 2023-12-31 3,719 $376,000 -2,225
   Mutual Advisors LLC 742 - 2023-12-31 3,651 $369,000 0
   Valeo Financial Advisors LLC 569 - 2024-03-31 2,550 $235,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3326 - 2023-12-31 2,254 $228,000 -294
   Laffer Tengler Investments 105 - 2023-12-31 2,244 $227,000 -25
   SG AMERICAS SECURITIES LLC 1829 - 2023-12-31 2,077 $210,000 0
   SMITHFIELD TRUST CO 397 - 2023-12-31 1,200 $121,000 0
   Heritage Wealth Advisors 255 - 2023-12-31 1,125 $114,000 0
   FNY Investment Advisers LLC 142 *New 2023-12-31 850 $85,000 850
   IFP Advisors Inc 1316 - 2023-12-31 800 $81,000 0
   Steward Partners Investment Advisory LLC 1813 - 2023-12-31 720 $73,000 -998
   ADVISORY SERVICES NETWORK, LLC 1801 *New 2023-12-31 706 $71,000 706
   U S GLOBAL INVESTORS INC 139 - 2024-03-31 400 $37,000 400
   ANCORA ADVISORS, LLC 1027 - 2023-12-31 283 $29,000 250
   AdvisorNet Financial Inc 994 - 2024-03-31 282 $26,000 3
   TOWER RESEARCH CAPITAL LLC 3620 - 2023-12-31 203 $21,000 202
   Capital Analysts Inc. 825 *New 2023-12-31 162 $16,000 162
   WASHINGTON TRUST CO 615 - 2024-03-31 150 $14,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1110 - 2023-12-31 104 $11,000 0
   Spire Wealth Management 1692 - 2024-03-31 119 $11,000 -180
   Larson Financial Group LLC 1016 - 2023-12-31 98 $10,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1485 - 2023-12-31 100 $10,000 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
   Tradition Wealth Management LLC 1043 - 2023-12-31 65 $7,000 35
   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 560 - 2023-12-31 50 $5,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1192 - 2023-12-31 39 $4,000 0
   JNBA FINANCIAL ADVISORS 577 - 2024-03-31 35 $3,000 0
   Qube Research & Technologies Ltd 3369 - 2023-12-31 28 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2933 *New 2023-12-31 24 $2,000 24
   Signature Resources Capital Management LLC 323 - 2024-03-31 15 $2,000 0
   FMR LLC 4492 *New 2023-12-31 15 $2,000 15
   VOISARD ASSET MANAGEMENT GROUP INC. 324 - 2024-03-31 12 $1,000 0
   COCONUT GROVE BANK 576 - 2023-12-31 14 $1,000 0
   SANDY SPRING BANK - 2023-12-31 14 $1,000 0
   Spectrum Wealth Counsel LLC 304 - 2023-12-31 10 $1,000 0
   WMS PARTNERS, LLC 253 *Closed 2023-12-31 0 $0 -1,955
   EQIS CAPITAL MANAGEMENT, INC. 766 *Closed 2023-12-31 0 $0 -1,871
   Goss Wealth Management LLC 3649 *Closed 2023-12-31 0 $0 -20
   Financial Gravity Wealth Inc. 927 - 2023-12-31 0 $0 0
   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
   STIFEL FINANCIAL CORP 3373 *Closed 2023-12-31 0 $0 -2,291
   WESCAP Management Group Inc. 92 *Closed 2023-12-31 0 $0 -1,816
   PROEQUITIES INC. 9192 - 2023-12-31 0 $0 0
   GAMBLE JONES MORPHY & BENT 217 *Closed 2022-12-31 0 $0 -1,110
   CITADEL ADVISORS LLC 6620 *Closed 2023-12-31 0 $0 -4,571
   Stratos Wealth Partners LTD. 1422 *Closed 2024-03-31 0 $0 -2,635
   Walleye Trading Advisors LLC 2614 *Closed 2023-12-31 0 $0 -2,251
   NATIONAL BANK OF CANADA /FI/ 2651 *Closed 2023-12-31 0 $0 -15

  74 Records found
  1    
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