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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.8KNew |
$163K - $183K
|
10.8K
$334K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-380- 65.52% |
$5.75K - $6.47K
|
200
$6.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
250New |
$3.78K - $4.26K
|
250
$7.75K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-778- 3.33% |
$11.8K - $13.2K
|
22.6K
$699K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.01KNew |
$15.2K - $17.1K
|
1.01K
$31.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.04K+ 38.51% |
$30.8K - $34.7K
|
7.33K
$227K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-573- 32.78% |
$8.67K - $9.75K
|
1.18K
$36.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$60.5K - $68.1K
|
4K
$124K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685New |
$10.4K - $11.7K
|
685
$21.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
284New |
$4.3K - $4.83K
|
284
$8.81K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
200+ 0.47% |
$3.36K - $3.99K
|
42.9K
$1.33M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-16.2KClosed |
$272K - $323K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-18KClosed |
$302K - $359K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-304Closed |
$5.11K - $6.07K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-139- 0.4% |
$2.34K - $2.78K
|
34.5K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8K- 44.44% |
$135K - $160K
|
10K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.69KClosed |
$113K - $134K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.3KClosed |
$577K - $685K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-32.4KClosed |
$544K - $646K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-160KClosed |
$2.7M - $3.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4KNew |
$67.3K - $79.9K
|
4K
$124K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.75KClosed |
$29.4K - $34.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
100New |
$1.68K - $2K
|
100
$3.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-204Closed |
$3.43K - $4.07K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-11.9KClosed |
$200K - $237K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-18.4K- 36.25% |
$309K - $367K
|
32.3K
$1M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.77K- 24.33% |
$114K - $135K
|
21.1K
$653K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.1KClosed |
$169K - $201K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-75Closed |
$1.26K - $1.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cowen Investment Management LLC
New York, NY |
SELL
|
- |
-159KClosed |
$2.68M - $3.18M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
1K+ 7.56% |
$16.8K - $20K
|
14.2K
$441K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.47KNew |
$24.8K - $29.4K
|
1.47K
$45.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-13.5KClosed |
$228K - $270K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2KClosed |
$33.6K - $39.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.67KClosed |
$44.9K - $53.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-18.1KClosed |
$304K - $360K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$61.4K - $72.9K
|
3.65K
$113K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$4.21K - $4.99K
|
250
$7.75K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20KNew |
$336K - $399K
|
20K
$620K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-500Closed |
$8.41K - $9.99K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
37.8KNew |
$636K - $755K
|
37.8K
$1.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.7KNew |
$28.6K - $33.9K
|
1.7K
$52.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-10.5KClosed |
$176K - $209K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.05K- 94.06% |
$139K - $164K
|
508
$15.8K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.3KNew |
$297K - $351K
|
17.3K
$535K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-24.3KClosed |
$418K - $493K
|
0
$0
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$3.45K - $4.07K
|
200
$6.2K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25.6KClosed |
$442K - $521K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$1.03K - $1.22K
|
60
$1.86K
|
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.47K- 11.02% |
$59.8K - $70.6K
|
28K
$869K
|
|