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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-150- 10.71% |
$3.62K - $4.21K
|
1.25K
$35.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-900- 5.2% |
$21.7K - $25.3K
|
16.4K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.4K+ 7.85% |
$106K - $123K
|
60.4K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.17K- 34.45% |
$149K - $173K
|
11.7K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.04K+ 5.31% |
$25K - $29.1K
|
20.6K
$578K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.84K+ 12.3% |
$44.3K - $51.6K
|
16.8K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 6.72% |
$27.4K - $31.9K
|
15.8K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 4.57% |
$60.6K - $70.6K
|
57.6K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.86K+ 114316.67% |
$165K - $193K
|
6.87K
$193K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
12.7KNew |
$306K - $356K
|
12.7K
$356K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
54.8K+ 2741.0% |
$1.32M - $1.54M
|
56.8K
$1.6M
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
13.5KNew |
$318K - $356K
|
13.5K
$378K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.8K+ 18.78% |
$538K - $603K
|
144K
$4.05M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.19K- 28.29% |
$98.9K - $111K
|
10.6K
$298K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
20.7KNew |
$490K - $549K
|
20.7K
$582K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-507K- 32.3% |
$12M - $13.4M
|
1.06M
$29.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$345K - $387K
|
14.6K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4New |
$94.5 - $106
|
4
$112
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 19.48% |
$158K - $177K
|
27.7K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.1K- 9.72% |
$476K - $533K
|
187K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.6K+ 2.8% |
$889K - $995K
|
1.38M
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 45.27% |
$361K - $405K
|
18.5K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.5K- 12.11% |
$295K - $330K
|
90.6K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
14.2K+ 2.03% |
$336K - $377K
|
716K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.5K- 4.45% |
$82.6K - $92.5K
|
75K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 2.27% |
$280K - $314K
|
534K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.45KNew |
$200K - $224K
|
8.45K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
20.2K+ 21.52% |
$477K - $534K
|
114K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
26KNew |
$613K - $687K
|
26K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.86K- 1.18% |
$209K - $235K
|
740K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-497- 1.43% |
$11.7K - $13.2K
|
34.3K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.31K- 33.19% |
$220K - $246K
|
18.7K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
121K+ 1154.4% |
$2.87M - $3.21M
|
132K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-650- 0.42% |
$15.4K - $17.2K
|
153K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.5K+ 2.78% |
$2.21M - $2.48M
|
3.45M
$97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 2.51% |
$483K - $541K
|
792K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
414+ 0.58% |
$9.78K - $11K
|
71.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-122K- 65.22% |
$2.88M - $3.22M
|
64.9K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79K+ 16.75% |
$42.3K - $47.4K
|
12.5K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.06KNew |
$167K - $187K
|
7.06K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
14.4K+ 14.3% |
$340K - $381K
|
115K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Castalian Partners, LLC
Excelsior, MN |
BUY
|
- |
187KNew |
$4.41M - $4.94M
|
187K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
277K+ 50.29% |
$6.55M - $7.34M
|
829K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
17K+ 42.93% |
$401K - $449K
|
56.5K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20K- 36.06% |
$472K - $529K
|
35.4K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
418+ 1.41% |
$9.88K - $11.1K
|
30.1K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-550K- 74.84% |
$13M - $14.5M
|
185K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.3K- 19.77% |
$173K - $193K
|
29.6K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.8KNew |
$66.2K - $74.1K
|
2.8K
$78.6K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13.3KNew |
$315K - $353K
|
13.3K
$374K
|
|