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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.44K- 5.18% |
$63.9K - $75.5K
|
44.7K
$1.38M
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5KNew |
$131K - $155K
|
5K
$155K
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
11.9KNew |
$312K - $368K
|
11.9K
$369K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50.4K+ 536.85% |
$1.32M - $1.56M
|
59.8K
$1.86M
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
15.9K+ 20.0% |
$415K - $490K
|
95.1K
$2.95M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.5K+ 0.25% |
$510K - $602K
|
7.92M
$246M
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-985- 0.7% |
$25.8K - $30.4K
|
140K
$4.35M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.6K- 5.51% |
$68.2K - $80.5K
|
44.6K
$1.38M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.22K+ 20.45% |
$31.8K - $37.6K
|
7.16K
$222K
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.08K+ 3418.84% |
$185K - $219K
|
7.28K
$226K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.4KNew |
$36.7K - $43.3K
|
1.4K
$43.4K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
8K+ 37.15% |
$209K - $247K
|
29.5K
$916K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-92.9K- 17.99% |
$2.43M - $2.87M
|
423K
$13.1M
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
93New |
$2.43K - $2.87K
|
93
$2.88K
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
20K+ 4.54% |
$524K - $619K
|
461K
$14.3M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.63K+ 41.55% |
$252K - $298K
|
32.8K
$1.02M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.74K+ 2.16% |
$45.5K - $53.7K
|
82.4K
$2.55M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-580- 2.36% |
$15.2K - $17.9K
|
24K
$743K
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
197K+ 119.09% |
$5.15M - $6.08M
|
362K
$11.2M
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-2.6K- 2.51% |
$68.1K - $80.4K
|
101K
$3.13M
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-19.3K- 23.12% |
$504K - $595K
|
64K
$1.99M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-64.8K- 42.09% |
$1.7M - $2M
|
89.2K
$2.77M
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
500+ 6.64% |
$13.1K - $15.5K
|
8.03K
$249K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
633New |
$16.6K - $19.6K
|
633
$19.6K
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50+ 0.29% |
$1.31K - $1.55K
|
17.1K
$532K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.31K+ 2.4% |
$113K - $133K
|
184K
$5.7M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-40.9K- 15.62% |
$1.07M - $1.26M
|
221K
$6.85M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-17.9K- 16.72% |
$468K - $552K
|
88.9K
$2.76M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
120New |
$3.14K - $3.71K
|
120
$3.72K
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.8KNew |
$1.12M - $1.32M
|
42.8K
$1.33M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-270- 2.42% |
$7.07K - $8.35K
|
10.9K
$338K
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-25- 0.2% |
$655 - $773
|
12.6K
$389K
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 4.18% |
$30.8K - $36.3K
|
29.3K
$908K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
216K+ 1878.13% |
$5.66M - $6.68M
|
228K
$7.06M
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
18.4K+ 190.01% |
$481K - $568K
|
28K
$869K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 2.75% |
$338K - $400K
|
458K
$14.2M
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18.6KNew |
$487K - $575K
|
18.6K
$576K
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
187K+ 46.39% |
$4.89M - $5.77M
|
589K
$18.3M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.7KNew |
$280K - $331K
|
10.7K
$332K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.52K+ 3.21% |
$92.2K - $109K
|
113K
$3.52M
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
7.83KNew |
$205K - $242K
|
7.83K
$243K
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-10.3K- 8.93% |
$269K - $318K
|
105K
$3.25M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 0.75% |
$37.6K - $44.4K
|
194K
$6.01M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.87KNew |
$180K - $212K
|
6.87K
$213K
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
400+ 28.57% |
$10.5K - $12.4K
|
1.8K
$55.8K
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.72K- 2.4% |
$71.2K - $84K
|
111K
$3.43M
|
|
Jul 30, 2025
Q2 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.09K- 1.41% |
$28.5K - $33.7K
|
76.4K
$2.37M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.7K- 68.8% |
$567K - $670K
|
9.83K
$305K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-30.7K- 12.46% |
$802K - $947K
|
215K
$6.68M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-360K- 6.65% |
$9.43M - $11.1M
|
5.06M
$157M
|