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GraniteShares Platinum Trust (PLTM) Institutional Ownership

$12.71 +0.24 (+1.92%)
Closing price 08/1/2025 04:10 PM Eastern
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$12.66 -0.05 (-0.35%)
As of 08/1/2025 07:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for GraniteShares Platinum Trust (NYSEARCA:PLTM)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$6.02M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$142.69K
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PLTM Institutional Buying and Selling by Quarter

GraniteShares Platinum Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Wealth Watch Advisors INC67,651$879K0.5%+254.5%1.033%
8/1/2025Envestnet Asset Management Inc.111,684$1.45M0.0%+7.8%1.705%
7/30/2025 Freedom Investment Management Inc.13,253$172K0.0%-19.6%0.202%
7/25/2025 Sovereign Financial Group Inc.21,000$273K0.1%N/A0.321%
5/14/2025 Freedom Investment Management Inc.16,475$159K0.0%N/A0.287%
5/14/2025Laffer Tengler Investments Inc.13,255$128K0.0%-11.8%0.231%
5/6/2025Cetera Investment Advisers41,457$401K0.0%+42.2%0.790%
5/5/2025PCG Wealth Advisors LLC161,364$1.56M0.5%+9.2%3.074%
4/29/2025Envestnet Asset Management Inc.103,646$1.00M0.0%+245.1%1.974%
4/14/2025 City Holding Co.15,000$145K0.0%+87.5%0.286%
2/14/2025IHT Wealth Management LLC45,335$398K0.0%+57.8%1.079%
2/13/2025Twin Focus Capital Partners LLC30,000$264K0.0%+15.4%0.714%
2/13/2025Raymond James Financial Inc.143,682$1.26M0.0%N/A3.421%
2/13/2025Envestnet Asset Management Inc.30,030$264K0.0%-14.4%0.715%
2/6/2025Raymond James Financial Inc.143,682$1.26M0.0%N/A3.421%
2/6/2025Laffer Tengler Investments Inc.15,031$132K0.0%+29.8%0.358%
2/4/2025Sprott Inc.13,500$119K0.0%N/A0.321%
11/15/2024Jane Street Group LLC80,472$765K0.0%N/A1.916%
11/15/2024IHT Wealth Management LLC28,735$273K0.0%-6.5%0.684%
10/8/2024 City Holding Co.8,000$76K0.0%+220.0%0.190%
8/9/2024Pekin Hardy Strauss Inc.15,000$145K0.0%N/A0.357%
8/8/2024 Vanguard Capital Wealth Advisors15,200$147K0.1%-12.1%0.362%
7/16/2024PCG Wealth Advisors LLC146,311$1.42M0.6%N/A3.484%
5/20/2024Virtu Financial LLC43,793$387K0.0%+235.5%1.043%
3/14/2024 Leo Wealth LLC67,832$655K0.1%N/A1.696%
2/5/2024 Vanguard Capital Wealth Advisors17,300$167K0.1%N/A0.433%
1/23/2024 Visionary Horizons LLC11,000$106K0.1%N/A0.275%
8/2/2023Bank of Montreal Can118,500$1.18M0.0%N/A2.963%
7/25/2023Leo Brokerage LLC64,702$572K0.1%+12.2%1.638%
5/9/2023Laffer Tengler Investments12,203$118K0.0%N/A0.260%
5/2/2023Leo Brokerage LLC57,670$559K0.1%N/A1.227%
5/1/2023Virtu Financial LLC37,599$364K0.0%N/A0.800%
4/21/2023PFG Advisors10,718$104K0.0%N/A0.228%
2/8/2023 Belpointe Asset Management LLC17,998$189K0.0%N/A0.379%
2/1/2023Bank of Montreal Can58,518$614K0.0%N/A1.232%
11/14/2022Equitable Holdings Inc.10,718$90K0.0%N/A0.230%
11/7/2022Virtu Financial LLC17,242$146K0.0%-68.1%0.371%
11/3/2022 Patriot Investment Management Inc.13,250$111K0.0%-15.6%0.285%
10/25/2022Raymond James Financial Services Advisors Inc.10,115$85K0.0%N/A0.218%
8/13/2022Virtu Financial LLC54,077$475K0.0%-70.3%1.082%
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8/2/2022Advisory Services Network LLC10,790$95K0.0%-18.8%0.216%
7/26/2022 Patriot Investment Management Inc.15,700$137K0.0%-12.8%0.314%
4/22/2022 Peak Financial Advisors LLC146,239$1.42M1.2%N/A2.588%
4/22/2022 Disciplined Investments LLC4,200$41K0.0%N/A0.074%
4/12/2022 Brookstone Capital Management21,824$209K0.0%N/A0.386%
2/14/2022IHT Wealth Management LLC17,200$163K0.0%N/A0.400%
2/3/2022Advisor Group Holdings Inc.9,850$93K0.0%+24.9%0.229%
2/1/2022 Patriot Investment Management Inc.17,750$168K0.0%+8.9%0.413%
11/16/2021Cetera Investment Advisers12,843$122K0.0%+8.1%0.342%
11/16/2021Intellectus Partners LLC26,000$247K0.1%N/A0.693%
11/4/2021Financial Advocates Investment Management11,027$105K0.0%N/A0.294%
9/17/2021Virtu Financial LLC103,042$1.09M0.1%-19.4%2.862%
8/24/2021Flow Traders U.S. LLC12,361$131K0.0%-71.0%0.343%
8/12/2021Advisory Services Network LLC7,850$83K0.0%-27.6%0.218%
8/11/2021Susquehanna International Group LLP71,244$753K0.0%N/A1.979%
8/2/2021Advisor Group Holdings Inc.7,595$80K0.0%-33.8%0.211%
6/5/2021Advisory Services Network LLC10,850$127K0.0%N/A0.301%
5/12/2021UBS Group AG2,414$28K0.0%+181.0%0.067%
(Data available from 1/1/2016 forward)

PLTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PLTM shares?

During the previous two years, 19 institutional investors and hedge funds held shares of GraniteShares Platinum Trust. The most heavily invested institutionals were PCG Wealth Advisors LLC ($1.56M), Envestnet Asset Management Inc. ($1.45M), Raymond James Financial Inc. ($1.26M), Bank of Montreal Can ($1.18M), Wealth Watch Advisors INC ($879K), Jane Street Group LLC ($765K), and Leo Wealth LLC ($655K).Learn more on GraniteShares Platinum Trust's institutional investors.

Which institutional investors have been buying GraniteShares Platinum Trust's stock?

Of the 19 institutional investors that purchased GraniteShares Platinum Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($287.36K), PCG Wealth Advisors LLC ($159.87K), Bank of Montreal Can ($118.50K), Envestnet Asset Management Inc. ($81.65K), Jane Street Group LLC ($80.47K), Leo Wealth LLC ($67.83K), and Wealth Watch Advisors INC ($48.57K).

How much institutional buying is happening at GraniteShares Platinum Trust?

Institutional investors have bought a total of 626,433 shares in the last 24 months. This purchase volume represents approximately $6.02M in transactions.

Which of GraniteShares Platinum Trust's major shareholders have been selling company stock?

The following institutional investors have sold GraniteShares Platinum Trust stock in the last 24 months: Envestnet Asset Management Inc. ($5.04K), Freedom Investment Management Inc. ($3.22K), Vanguard Capital Wealth Advisors ($2.10K), IHT Wealth Management LLC ($2K), and Laffer Tengler Investments Inc. ($1.78K).

How much institutional selling is happening at GraniteShares Platinum Trust?

Institutional investors have sold a total of 14,136 shares in the last 24 months. This volume of shares sold represents approximately $142.69K in transactions.



This page (NYSEARCA:PLTM) was last updated on 8/2/2025 by MarketBeat.com Staff
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