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GraniteShares Platinum Trust (PLTM) Institutional Ownership

$15.72 +0.17 (+1.09%)
Closing price 04:10 PM Eastern
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$15.63 -0.09 (-0.57%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for GraniteShares Platinum Trust (NYSEARCA:PLTM)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$32.52M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.45M
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PLTM Institutional Buying and Selling by Quarter

GraniteShares Platinum Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2026Wealth Watch Advisors INC286,244$5.41M2.3%+19.5%2.059%
5/13/2026Cetera Investment Advisers80,658$1.53M0.0%-12.5%0.580%
5/8/2026PNC Financial Services Group Inc.1,880$36K0.0%N/A0.014%
5/5/2026Sigma Planning Corp33,724$638K0.0%-83.6%0.243%
5/1/2026Simplicity Wealth LLC15,381$291K0.0%-9.8%0.111%
4/28/2026Revisor Wealth Management LLC10,170$192K0.1%N/A0.073%
4/27/2026Baer Investment Advisory LLC10,225$193K0.0%N/A0.074%
4/20/2026Kestra Private Wealth Services LLC77,298$1.46M0.0%+3.8%0.556%
4/20/2026RFG Advisory LLC72,737$1.38M0.0%-23.5%0.523%
4/17/2026Sovereign Financial Group Inc.15,147$286K0.0%-25.3%0.109%
4/17/2026AdvisorNet Financial Inc1,359$26K0.0%-35.7%0.010%
2/18/2026NewEdge Advisors LLC56,300$1.11M0.0%N/A0.405%
2/18/2026Quadrature Capital Ltd75,179$1.48M0.0%+1.9%0.541%
2/17/2026Cetera Investment Advisers92,152$1.82M0.0%+23.3%0.663%
2/17/2026Wealth Watch Advisors INC239,592$4.73M1.8%+70.1%1.724%
2/17/2026Osaic Holdings Inc.31,601$623K0.0%+118.9%0.227%
2/16/2026MML Investors Services LLC99,088$1.96M0.0%N/A0.713%
2/13/2026Kestra Advisory Services LLC4,620$91K0.0%N/A0.033%
2/13/2026Parkside Financial Bank & Trust1,878$37K0.0%+100.0%0.014%
2/13/2026Southeast Asset Advisors LLC358,645$7.08M0.7%N/A2.580%
2/12/2026Commonwealth Equity Services LLC31,617$624K0.0%-6.2%0.227%
2/12/2026Steward Partners Investment Advisory LLC3,377$67K0.0%+175.7%0.024%
2/11/2026LPL Financial LLC397,727$7.85M0.0%+35.1%2.861%
2/5/2026PCG Wealth Advisors LLC164,692$3.25M0.9%-3.5%1.185%
2/3/2026Encompass More Asset Management18,322$361K0.1%N/A0.206%
2/3/2026RFG Advisory LLC95,026$1.88M0.0%+6.2%1.068%
2/2/2026Oppenheimer & Co. Inc.31,606$624K0.0%N/A0.355%
1/30/2026Sigma Planning Corp205,485$4.05M0.1%+92.0%2.309%
1/30/2026Simplicity Wealth LLC17,059$337K0.0%N/A0.192%
1/29/2026Kestra Private Wealth Services LLC74,491$1.47M0.0%N/A0.837%
1/29/2026Concurrent Investment Advisors LLC15,972$315K0.0%+59.7%0.179%
1/28/2026Wealth Management Nebraska16,881$333K0.0%+2.5%0.190%
1/27/2026Mainstay Capital Management LLC ADV23,901$472K0.0%N/A0.269%
1/21/2026Sound Income Strategies LLC2,965$58K0.0%N/A0.033%
1/7/2026Sovereign Financial Group Inc.20,290$400K0.1%+25.3%0.228%
1/7/2026IAM Advisory LLC12,200$241K0.1%N/A0.137%
11/17/2025Citadel Advisors LLC10,962$166K0.0%N/A0.123%
11/14/2025WCG Wealth Advisors LLC13,900$210K0.0%N/A0.156%
11/13/2025PCG Wealth Advisors LLC170,723$2.58M0.8%N/A1.918%
11/13/2025Wealth Watch Advisors INC140,853$2.13M0.9%+108.2%1.583%
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11/13/2025Quadrature Capital Ltd73,753$1.12M0.0%N/A0.829%
11/12/2025Laffer Tengler Investments Inc.10,650$161K0.0%N/A0.120%
11/12/2025Sprott Inc.20,750$314K0.0%+53.7%0.233%
11/12/2025Journey Strategic Wealth LLC32,200$487K0.0%+81.9%0.362%
11/6/2025RFG Advisory LLC89,492$1.35M0.0%N/A1.006%
11/5/2025Envestnet Asset Management Inc.104,378$1.58M0.0%-6.5%1.173%
11/3/2025Wealth Management Nebraska16,472$249K0.0%N/A0.185%
10/27/2025Concurrent Investment Advisors LLC10,004$151K0.0%N/A0.112%
10/17/2025Sovereign Financial Group Inc.16,190$245K0.0%-22.9%0.182%
9/4/2025Osaic Holdings Inc.17,800$231K0.0%-11.9%0.262%
8/15/2025IHT Wealth Management LLC50,735$660K0.0%+9.3%0.746%
8/14/2025Raymond James Financial Inc.201,496$2.62M0.0%+41.8%2.963%
8/13/2025Flow Traders U.S. LLC13,967$182K0.0%N/A0.205%
8/12/2025Journey Strategic Wealth LLC17,700$230K0.0%N/A0.260%
8/8/2025Kingsview Wealth Management LLC22,437$292K0.0%N/A0.343%
8/8/2025Cetera Investment Advisers71,769$933K0.0%+73.1%1.096%
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%
7/30/2025Freedom Investment Management Inc.13,253$172K0.0%-19.6%0.202%
7/25/2025Sovereign Financial Group Inc.21,000$273K0.1%N/A0.321%
5/14/2025Freedom 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%
4/14/2025City 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%
10/8/2024City Holding Co.8,000$76K0.0%+220.0%0.190%
8/9/2024Pekin Hardy Strauss Inc.15,000$145K0.0%N/A0.357%
8/8/2024Vanguard 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%
3/14/2024Leo Wealth LLC67,832$655K0.1%N/A1.696%
2/5/2024Vanguard Capital Wealth Advisors17,300$167K0.1%N/A0.433%
1/23/2024Visionary 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%
2/8/2023Belpointe Asset Management LLC17,998$189K0.0%N/A0.379%
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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%
11/3/2022Patriot 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%
8/2/2022Advisory Services Network LLC10,790$95K0.0%-18.8%0.216%
7/26/2022Patriot Investment Management Inc.15,700$137K0.0%-12.8%0.314%


PLTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of GraniteShares Platinum Trust. The most heavily invested institutionals were LPL Financial LLC ($7.85M), Southeast Asset Advisors LLC ($7.08M), Wealth Watch Advisors INC ($5.41M), PCG Wealth Advisors LLC ($3.25M), Raymond James Financial Inc. ($2.62M), MML Investors Services LLC ($1.96M), and Envestnet Asset Management Inc. ($1.58M).Learn more on GraniteShares Platinum Trust's institutional investors.

Of the 42 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: Southeast Asset Advisors LLC ($358.65K), Raymond James Financial Inc. ($346.76K), PCG Wealth Advisors LLC ($330.59K), Wealth Watch Advisors INC ($267.16K), LPL Financial LLC ($103.30K), MML Investors Services LLC ($99.09K), and Sigma Planning Corp ($98.46K).

Institutional investors have bought a total of 1,843,163 shares in the last 24 months. This purchase volume represents approximately $32.52M in transactions.

Of the 11 institutional investors that sold GraniteShares Platinum Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sigma Planning Corp ($171.76K), RFG Advisory LLC ($22.29K), Cetera Investment Advisers ($11.49K), Sovereign Financial Group Inc. ($9.95K), Envestnet Asset Management Inc. ($7.31K), PCG Wealth Advisors LLC ($6.03K), and Freedom Investment Management Inc. ($3.22K).

Institutional investors have sold a total of 238,979 shares in the last 24 months. This volume of shares sold represents approximately $4.45M in transactions.


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This page (NYSEARCA:PLTM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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