Abrdn Physical Palladium SHSPALLETF

13F holders, Q3 2024 (September 30)
53holders −9
6new positions
15sold out
$91.76avg. 13F price*

At the end of Q3 2024, 53 institutions reported holding Abrdn Physical Palladium SHS (PALL) in their 13F filings, down 9 from Q2 2024. 6 opened new positions and 15 sold out. The largest holders were KGH Ltd ($13.7M), Trek Financial, LLC ($7.8M) and Morgan Stanley ($7.3M).

Company
Abrdn Physical Palladium SHS
CUSIP
003262102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 61Q1 2024Q2 2024: 62Q2 2024Q3 2024: 53Q3 2024Q4 2024: 69Q4 2024Q1 2025: 76Q1 2025Q2 2025: 92Q2 2025Q3 2025: 98Q3 2025Q4 2025: 135Q4 2025Q1 2026: 124Q1 2026Q2 2026: 111Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions6$11.7M
Exits15$5.6M

All 13F filers, Q2 2024 → Q3 2024: 168,741 shares bought and 72,390 shares sold, net +96,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

KGH Ltd 0.97% No change 150,000 $13.7M
Trek Financial, LLC 0.58% New 84,619 $7.8M
Morgan Stanley 0.00% Add +19.7% 79,791 $7.3M
Evergreen Capital Management LLC 0.13% Add +6.4% 43,448 $4.0M
Bank of America Corp. 0.00% Reduce -2.4% 35,849 $3.3M
Private Wealth Advisors, LLC 0.87% New 23,147 $2.1M
Arvest Investments, Inc. 0.31% Add +23.4% 22,385 $2.1M
LPL Financial LLC 0.00% Reduce -12.6% 19,639 $1.8M
Wells Fargo & Company 0.00% Add +36.7% 17,456 $1.6M
Susquehanna International Group, LLP 0.00% Add +23.0% 16,443 $1.5M
UBS Group AG 0.00% Add +19.9% 14,656 $1.3M
Raymond James & Associates 0.00% Add +75.2% 14,400 $1.3M
SG Americas Securities, LLC 0.00% Add +3.8% 13,777 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -11.2% 13,367 $1.2M
Envestnet Asset Management Inc. 0.00% Add +6.1% 12,454 $1.1M
Jane Street Group, LLC 0.00% New 11,251 $1.0M
Royal Bank of Canada 0.00% Add +22.1% 9,969 $914K
Osaic Holdings, Inc. 0.00% Add +13.7% 8,579 $786K
Financial Sense Advisors, Inc. 0.21% New 8,327 $763K
AMG National Trust Bank 0.01% Reduce -5.3% 5,734 $526K
National Bank of Canada 0.00% Reduce -27.4% 5,585 $512K
Commonwealth Equity Services, LLC 0.00% Add +8.6% 4,542 $416K
Mutual Advisors, LLC 0.01% Reduce -2.4% 3,563 $379K
Cetera Investment Advisers 0.00% Reduce -9.3% 3,565 $327K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -19.4% 3,211 $294K
Linden Thomas Advisory Services, LLC 0.03% Add +9.1% 2,711 $248K
Valeo Financial Advisors, LLC 0.01% No change 2,550 $234K
Smithfield Trust Co 0.01% No change 1,200 $110K
Heritage Wealth Advisors 0.00% No change 1,125 $103K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -33.3% 1,000 $93K
Steward Partners Investment Advisory, LLC 0.00% Add +29.2% 925 $85K
IFP Advisors, Inc 0.00% No change 800 $73K
US Bancorp \de 0.00% No change 490 $45K
AdvisorNet Financial, Inc 0.00% Add +1.1% 288 $26K
Dagco, Inc. 0.01% No change 275 $25K
CIBC Private Wealth Group LLC 0.00% Add +33.3% 200 $18K
Capital Analysts, LLC 0.00% No change 162 $15K
WASHINGTON TRUST Co 0.00% No change 150 $14K
Geneos Wealth Management Inc. 0.00% No change 150 $14K
Spire Wealth Management 0.00% No change 119 $11K
Harbor Investment Advisory, LLC 0.00% No change 100 $9K
Larson Financial Group LLC 0.00% No change 98 $9K
Blue Trust, Inc. 0.00% New 100 $9K
Valley National Advisers Inc. 0.00% No change 93 $8K
SJS Investment Consulting Inc. 0.00% No change 75 $7K
Hilltop National Bank 0.00% No change 60 $6K
Ancora Advisors LLC 0.00% No change 33 $3K
Sandy Spring Bank 0.00% No change 14 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 13 $1K
Jones Financial Companies LLLP 0.00% New 10 $930
Main Street Group, LTD 0.00% Reduce -80.0% 10 $917
Spectrum Wealth Counsel, LLC 0.00% No change 10 $917
Tower Research Capital LLC (TRC) 0.00% Add +66.7% 5 $458

"% of holder's portfolio" is PALL's weight in each manager's 13F, not the share of Abrdn Physical Palladium SHS the manager owns.