Latest Institutional Transactions on Sprott Physical Gold & Silver Trust (CEF)
This table provides information on the latest institutional transactions involving Sprott Physical Gold & Silver Trust (CEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 11.83% |
$24.1K - $28.4K
|
7.45K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
958+ 0.58% |
$23.1K - $27.2K
|
165K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
262KNew |
$6.31M - $7.44M
|
262K
$7.64M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.1K- 9.81% |
$171K - $202K
|
65.3K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.44KNew |
$179K - $211K
|
7.44K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.01KNew |
$193K - $227K
|
8.01K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-700K- 65.88% |
$16.9M - $19.9M
|
363K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 204.2% |
$261K - $308K
|
16.1K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-67- 0.6% |
$1.62K - $1.9K
|
11.2K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.43K- 12.42% |
$58.5K - $68.9K
|
17.1K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7K- 15.74% |
$169K - $199K
|
37.5K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
792+ 9.35% |
$19.1K - $22.5K
|
9.26K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.7K+ 14.08% |
$1.94M - $2.29M
|
654K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-30- 0.06% |
$723 - $852
|
46.1K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.33K+ 9.63% |
$31.9K - $37.6K
|
15.1K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4K+ 36.81% |
$96.5K - $114K
|
14.9K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.74K+ 7.3% |
$65.9K - $77.7K
|
40.2K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-28.9K- 80.21% |
$697K - $822K
|
7.13K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-13- 0.08% |
$313 - $369
|
15.8K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.93K+ 6.51% |
$119K - $140K
|
80.6K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10.6K- 11.45% |
$255K - $301K
|
81.8K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.93K+ 6.98% |
$94.7K - $112K
|
60.2K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-550- 5.5% |
$13.3K - $15.6K
|
9.45K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 3.53% |
$242K - $285K
|
274K
$8M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
9.62K+ 65.81% |
$232K - $273K
|
24.2K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 0.33% |
$28.5K - $33.6K
|
359K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
273+ 2.99% |
$6.58K - $7.76K
|
9.4K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-689- 0.63% |
$16.6K - $19.6K
|
109K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.5K+ 296.66% |
$1.31M - $1.55M
|
72.8K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.87K+ 5.92% |
$142K - $167K
|
105K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1K+ 8.7% |
$24.1K - $28.4K
|
12.5K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.5K- 16.51% |
$36.2K - $42.6K
|
7.59K
$221K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-750- 5.63% |
$18.1K - $21.3K
|
12.6K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$9.64K - $11.4K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.3K- 1.54% |
$31.4K - $37K
|
83.3K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.29K- 17.15% |
$55.2K - $65.1K
|
11.1K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40.6K+ 12.94% |
$978K - $1.15M
|
354K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-74- 2.08% |
$1.78K - $2.1K
|
3.48K
$102K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
7.35KNew |
$177K - $209K
|
7.35K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-9.9K- 1.94% |
$239K - $281K
|
499K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-39.5K- 43.56% |
$953K - $1.12M
|
51.2K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7.35KNew |
$177K - $209K
|
7.35K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
95.7K+ 1.8% |
$2.31M - $2.72M
|
5.42M
$158M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$7.23K - $8.52K
|
300
$8.76K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
111+ 0.93% |
$2.68K - $3.15K
|
12K
$350K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
107K+ 36.01% |
$2.57M - $3.03M
|
403K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.09% |
$603 - $710
|
28.3K
$826K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-635- 9.72% |
$15.3K - $18K
|
5.9K
$172K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.4K- 8.52% |
$106K - $125K
|
47.2K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-623- 3.05% |
$15K - $17.7K
|
19.8K
$577K
|