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PLTM Institutional Ownership

GraniteShares Platinum Trust
1W: -4.0% 1M: -3.2% 3M: +4.0% YTD: -20.6% 1Y: +8.7% 3Y: +88.6% 5Y: +69.4%
$16.35
-0.09 (-0.55%)
 
Weekly Expected Move ±5.2%
$15 $16 $16 $17 $18
ETF AMEX · AUM $178.2M

Institutional Ownership — PLTM

68
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
13
New Positions
8
Increased
33
Reduced
17
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (79 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 286,683 $5M -62,663 -17.9% 20Q SEC ↗
2 Wealth Watch Advisors, INC 245,352 $4M -40,892 -14.3% 6Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 180,581 $3M -11,266 -5.9% 7Q SEC ↗
4 PCG Wealth Advisors, LLC 145,997 $2M -2,974 -2.0% 4Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 80,869 $1M -2,706 -3.2% 13Q SEC ↗
6 KESTRA PRIVATE WEALTH SERVICES, LLC 77,233 $1M -65 -0.1% 3Q SEC ↗
7 Cambridge Investment Research Advisors 77,007 $1M +5,034 +7.0% 2Q SEC ↗
8 CENTRAL TRUST Co 71,984 $1M +71,750 +30662.4% 2Q SEC ↗
9 Cetera Investment Advisers 67,064 $1M -13,594 -16.9% 10Q SEC ↗
10 OSAIC HOLDINGS, INC. 59,903 $979K -25,640 -30.0% 26Q SEC ↗
11 STIFEL FINANCIAL CORP 47,419 $775K -2,198 -4.4% 2Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,192 $657K +12,222 +43.7% 2Q SEC ↗
13 BANK OF AMERICA CORP /DE NEW 36,383 $595K — +0.0% 1Q SEC ↗
14 LAFFER TENGLER INVESTMENTS, INC. 30,695 $502K +2,604 +9.3% 4Q SEC ↗
15 JANE STREET GROUP, LLC NEW 30,011 $491K — +0.0% 1Q SEC ↗
16 OPPENHEIMER & CO INC 29,416 $481K -11,925 -28.8% 3Q SEC ↗
17 Sigma Planning Corp 28,712 $469K -5,012 -14.9% 4Q SEC ↗
18 MML INVESTORS SERVICES, LLC 27,414 $448K -17,200 -38.6% 3Q SEC ↗
19 TWIN FOCUS CAPITAL PARTNERS, LLC 26,000 $425K — +0.0% 29Q SEC ↗
20 GK Wealth Management LLC NEW 20,797 $340K — +0.0% 1Q SEC ↗
21 SPROTT INC. 20,750 $339K — +0.0% 7Q SEC ↗
22 COMPASS FINANCIAL MANAGEMENT LLC NEW 18,028 $295K — +0.0% 1Q SEC ↗
23 CITY HOLDING CO 15,000 $245K — +0.0% 9Q SEC ↗
24 Concurrent Investment Advisors, LLC 14,216 $232K -924 -6.1% 4Q SEC ↗
25 WCG Wealth Advisors LLC 13,900 $227K — +0.0% 4Q SEC ↗
26 Revisor Wealth Management LLC 11,134 $182K +964 +9.5% 2Q SEC ↗
27 COMMONWEALTH EQUITY SERVICES, LLC NEW 11,011 $180K — +0.0% 1Q SEC ↗
28 IFG Advisory, LLC NEW 6,095 $100K — +0.0% 1Q SEC ↗
29 BNP PARIBAS FINANCIAL MARKETS 6,068 $99K +68 +1.1% 6Q SEC ↗
30 Global Retirement Partners, LLC NEW 2,609 $43K — +0.0% 1Q SEC ↗
31 ROYAL BANK OF CANADA NEW 2,500 $41K — +0.0% 1Q SEC ↗
32 Costello Asset Management, INC 2,204 $36K — +0.0% 6Q SEC ↗
33 PNC Financial Services Group, Inc. 1,880 $31K — +0.0% 2Q SEC ↗
34 Parkside Financial Bank & Trust 1,878 $31K — +0.0% 14Q SEC ↗
35 Premier Financial Group 1,542 $25K -235 -13.2% 4Q SEC ↗
36 PRIVATE TRUST CO NA 1,430 $23K — +0.0% 2Q SEC ↗
37 Regatta Research & Money Management NEW 1,310 $21K — +0.0% 1Q SEC ↗
38 Steward Partners Investment Advisory, 1,225 $20K -2,152 -63.7% 4Q SEC ↗
39 FINANCIAL CONSULATE, INC 1,200 $20K — +0.0% 3Q SEC ↗
40 Key Financial Inc 1,100 $18K — +0.0% 3Q SEC ↗
41 N.E.W. Advisory Services LLC 1,061 $17K — +0.0% 4Q SEC ↗
42 MORGAN STANLEY 551 $9K +51 +10.2% 3Q SEC ↗
43 Federation des caisses Desjardins du Q 500 $8K — +0.0% 21Q SEC ↗
44 Plante Moran Financial Advisors, LLC NEW 348 $6K — +0.0% 1Q SEC ↗
45 Grove Bank & Trust 237 $4K — +0.0% 15Q SEC ↗
46 FMR LLC 71 $1K -18 -20.2% 5Q SEC ↗
47 Bullseye Investment Management, LLC 45 $1K — +0.0% 1Q SEC ↗
48 WELLS FARGO & COMPANY/MN NEW 23 $0K — +0.0% 1Q SEC ↗
49 JPMORGAN CHASE & CO NEW 19 $0K — +0.0% 1Q SEC ↗
50 Farther Finance Advisors, LLC NEW 1 $0K — +0.0% 1Q SEC ↗
Biggest Increases (7)
HolderAddedChange %Total Shares
CENTRAL TRUST Co +71,750 +30662.4% 71,984
SUSQUEHANNA INTERNATIONAL GROUP, LL +12,222 +43.7% 40,192
Cambridge Investment Research Advis +5,034 +7.0% 77,007
LAFFER TENGLER INVESTMENTS, INC. +2,604 +9.3% 30,695
Revisor Wealth Management LLC +964 +9.5% 11,134
BNP PARIBAS FINANCIAL MARKETS +68 +1.1% 6,068
MORGAN STANLEY +51 +10.2% 551
Biggest Decreases (16)
HolderReducedChange %Total Shares
LPL Financial LLC -62,663 -17.9% 286,683
Wealth Watch Advisors, INC -40,892 -14.3% 245,352
OSAIC HOLDINGS, INC. -25,640 -30.0% 59,903
MML INVESTORS SERVICES, LLC -17,200 -38.6% 27,414
Cetera Investment Advisers -13,594 -16.9% 67,064
OPPENHEIMER & CO INC -11,925 -28.8% 29,416
RAYMOND JAMES FINANCIAL INC -11,266 -5.9% 180,581
Sigma Planning Corp -5,012 -14.9% 28,712
PCG Wealth Advisors, LLC -2,974 -2.0% 145,997
ENVESTNET ASSET MANAGEMENT INC -2,706 -3.2% 80,869
STIFEL FINANCIAL CORP -2,198 -4.4% 47,419
Steward Partners Investment Advisor -2,152 -63.7% 1,225
Concurrent Investment Advisors, LLC -924 -6.1% 14,216
Premier Financial Group -235 -13.2% 1,542
KESTRA PRIVATE WEALTH SERVICES, LLC -65 -0.1% 77,233
FMR LLC -18 -20.2% 71

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms