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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.8K+ 19.85% |
$751K - $841K
|
192K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
569+ 3.0% |
$13.4K - $15.1K
|
19.5K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.5K+ 2.22% |
$271K - $303K
|
527K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.78K- 23.56% |
$160K - $179K
|
22K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-727- 39.66% |
$17.2K - $19.2K
|
1.11K
$27.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.02% |
$70.9 - $79.4
|
13.4K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 18.43% |
$446K - $499K
|
83.5K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.49K- 0.41% |
$35.1K - $39.4K
|
363K
$9.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
363KNew |
$8.57M - $9.6M
|
363K
$9.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.46K- 2.43% |
$34.6K - $38.8K
|
58.8K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.38% |
$5.01K - $5.61K
|
56K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 9.19% |
$43.6K - $48.8K
|
21.9K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.2KNew |
$52K - $58.2K
|
2.2K
$55.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-844- 1.51% |
$19.9K - $22.3K
|
55.1K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-348- 1.91% |
$8.22K - $9.21K
|
17.9K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 11.06% |
$607K - $680K
|
258K
$6.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.43KNew |
$199K - $223K
|
8.43K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 16.59% |
$44.9K - $50.3K
|
9.55K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.07K- 9.81% |
$96.2K - $108K
|
37.4K
$942K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.21K+ 17.33% |
$52.2K - $58.4K
|
14.9K
$376K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.7K+ 23.43% |
$775K - $894K
|
188K
$4.74M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
8.55KNew |
$186K - $214K
|
8.55K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.03K+ 4.63% |
$87.5K - $101K
|
91.1K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-70.2K- 11.84% |
$1.52M - $1.76M
|
523K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 2.37% |
$13K - $15K
|
25.9K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.78K+ 5.94% |
$126K - $145K
|
103K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.9K+ 17.88% |
$932K - $1.07M
|
283K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.31K- 24.96% |
$50.2K - $57.9K
|
6.95K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19.2K- 8.43% |
$417K - $481K
|
208K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
8.65KNew |
$188K - $217K
|
8.65K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.61K- 10.01% |
$209K - $241K
|
86.3K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5K+ 14.49% |
$109K - $125K
|
39.5K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.4K- 4.74% |
$878K - $1.01M
|
812K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5.16K- 0.73% |
$112K - $129K
|
702K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.35K- 13.23% |
$116K - $134K
|
35.1K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 3.03% |
$326K - $376K
|
510K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$266K - $307K
|
12.2K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.76K- 2.43% |
$59.9K - $69.1K
|
111K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
536+ 1.95% |
$11.6K - $13.4K
|
28K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.13K+ 6.04% |
$67.9K - $78.3K
|
54.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
33.8KNew |
$734K - $846K
|
33.8K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20.3K- 44.94% |
$441K - $508K
|
24.9K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.18K- 6.0% |
$25.7K - $29.6K
|
18.5K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 4.3% |
$30.8K - $35.5K
|
34.4K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9KNew |
$195K - $225K
|
9K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.55K+ 1.13% |
$164K - $189K
|
674K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-156- 0.04% |
$3.39K - $3.91K
|
399K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.01K- 1.18% |
$43.5K - $50.2K
|
168K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.3KNew |
$289K - $333K
|
13.3K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6K+ 1.81% |
$1.29M - $1.49M
|
3.36M
$84.7M
|
|