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 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-55.3K- 81.49% |
$1.2M - $1.39M
|
12.6K
$315K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.2K+ 10.77% |
$2.03M - $2.34M
|
959K
$24M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
38.8K+ 416.59% |
$843K - $972K
|
48.1K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.8K+ 8.01% |
$60.8K - $70.1K
|
37.8K
$947K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.19K- 2.09% |
$135K - $155K
|
290K
$7.28M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
465+ 1.58% |
$10.1K - $11.6K
|
30K
$752K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-983- 2.93% |
$21.4K - $24.6K
|
32.6K
$817K
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-7.24K- 7.07% |
$157K - $181K
|
95.2K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 13.47% |
$27.6K - $31.8K
|
10.7K
$268K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 3.24% |
$282K - $326K
|
414K
$10.4M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 19.36% |
$336K - $388K
|
95.5K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15K+ 30.43% |
$325K - $375K
|
64.1K
$1.61M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.66K- 7.76% |
$101K - $117K
|
55.4K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.9K+ 3.54% |
$997K - $1.15M
|
1.34M
$33.6M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9KNew |
$390K - $449K
|
17.9K
$450K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.58K- 20.33% |
$34.3K - $39.6K
|
6.19K
$155K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.4K- 2.01% |
$161K - $185K
|
360K
$9.03M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
14.6K+ 25.91% |
$318K - $367K
|
71.2K
$1.78M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.42K- 4.08% |
$52.6K - $60.6K
|
57K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4K- 14.94% |
$86.9K - $100K
|
22.8K
$571K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.52K+ 3.63% |
$207K - $239K
|
272K
$6.82M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.3KNew |
$376K - $433K
|
17.3K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-1.05K- 2.76% |
$22.8K - $26.3K
|
36.9K
$926K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45New |
$977 - $1.13K
|
45
$1.13K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-34.9K- 43.05% |
$758K - $874K
|
46.2K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.79K- 2.68% |
$104K - $120K
|
174K
$4.37M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.75K- 0.69% |
$59.8K - $69K
|
394K
$9.88M
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.15K- 1.41% |
$24.9K - $28.7K
|
80.3K
$2.01M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.9KNew |
$561K - $648K
|
25.9K
$648K
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
152K+ 7.38% |
$3.29M - $3.8M
|
2.21M
$55.3M
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
SELL
|
- |
-50K- 24.07% |
$1.09M - $1.25M
|
158K
$3.95M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
720+ 7.42% |
$15.6K - $18K
|
10.4K
$261K
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-321K- 95.87% |
$6.98M - $8.05M
|
13.9K
$347K
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
8.38KNew |
$182K - $210K
|
8.38K
$210K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$231K - $267K
|
10.7K
$267K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.15K+ 9.63% |
$24.9K - $28.8K
|
13.1K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-11.1K- 2.39% |
$240K - $277K
|
451K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.18K+ 4.94% |
$25.6K - $29.5K
|
25K
$627K
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-10.5K- 0.89% |
$229K - $264K
|
1.18M
$29.5M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.28KNew |
$136K - $157K
|
6.28K
$157K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-334- 2.78% |
$7.25K - $8.37K
|
11.7K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
160K+ 143.55% |
$3.47M - $4M
|
271K
$6.79M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.6K+ 6.34% |
$643K - $742K
|
497K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
9.2KNew |
$200K - $230K
|
9.2K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 58.98% |
$118K - $136K
|
3.78K
$94.7K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.7K+ 23.43% |
$775K - $894K
|
188K
$4.71M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4- 0.01% |
$86.9 - $100
|
46.8K
$1.17M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 4.46% |
$1.22K - $1.4K
|
1.31K
$32.9K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.9K- 37.54% |
$737K - $850K
|
56.5K
$1.42M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$35.9K - $41.4K
|
1.65K
$41.5K
|