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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
621+ 0.47% |
$16.3K - $19.2K
|
133K
$4.11M
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-800- 5.67% |
$20.9K - $24.7K
|
13.3K
$413K
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
17.1K+ 56.72% |
$447K - $527K
|
47.1K
$1.46M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
211KNew |
$5.52M - $6.52M
|
211K
$6.54M
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.34M- 96.35% |
$61.2M - $72.2M
|
88.4K
$2.74M
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
19.4K+ 30.32% |
$508K - $600K
|
83.5K
$2.59M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.2% |
$812 - $958
|
15.8K
$489K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 27.27% |
$115K - $136K
|
20.5K
$637K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 2.03% |
$46K - $54.3K
|
88.3K
$2.74M
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.05K- 9.13% |
$27.5K - $32.5K
|
10.5K
$324K
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.82K+ 22.07% |
$73.7K - $87K
|
15.6K
$483K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
70KNew |
$1.83M - $2.16M
|
70K
$2.17M
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.48K- 6.91% |
$117K - $138K
|
60.4K
$1.87M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
556+ 139.0% |
$14.6K - $17.2K
|
956
$29.6K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-50- 0.62% |
$1.31K - $1.55K
|
7.96K
$247K
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 11.81% |
$39.3K - $46.4K
|
11.2K
$347K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-516- 1.33% |
$13.5K - $15.9K
|
38.3K
$1.19M
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-2.21K- 11.21% |
$57.9K - $68.4K
|
17.5K
$543K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.66K+ 2.53% |
$69.7K - $82.3K
|
108K
$3.34M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119K- 54.34% |
$3.11M - $3.67M
|
99.7K
$3.09M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-340- 10.0% |
$8.9K - $10.5K
|
3.06K
$94.9K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
8.81KNew |
$231K - $272K
|
8.81K
$273K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
866+ 7.22% |
$22.7K - $26.8K
|
12.9K
$399K
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
22.9K+ 94.56% |
$600K - $708K
|
47.2K
$1.46M
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-181- 1.15% |
$4.74K - $5.59K
|
15.6K
$484K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
650+ 1.73% |
$17K - $20.1K
|
38.1K
$1.18M
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.81K+ 6.52% |
$152K - $180K
|
95K
$2.94M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-745- 5.3% |
$19.5K - $23K
|
13.3K
$413K
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 2.6% |
$281K - $332K
|
403K
$12.5M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.8K+ 44.84% |
$1.2M - $1.41M
|
148K
$4.58M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.15K+ 13.79% |
$213K - $252K
|
67.3K
$2.09M
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-150- 1.82% |
$3.93K - $4.64K
|
8.07K
$250K
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-7.6K- 2.37% |
$199K - $235K
|
313K
$9.7M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.7K- 20.14% |
$490K - $579K
|
74.3K
$2.3M
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-8.83K- 13.16% |
$231K - $273K
|
58.2K
$1.81M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.4KNew |
$848K - $1M
|
32.4K
$1M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.16K- 39.65% |
$188K - $221K
|
10.9K
$338K
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-28.2K- 49.65% |
$739K - $872K
|
28.6K
$888K
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
53.9KNew |
$1.41M - $1.67M
|
53.9K
$1.67M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-46.3K- 11.12% |
$1.21M - $1.43M
|
370K
$11.5M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
633New |
$16.6K - $19.6K
|
633
$19.6K
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.19K+ 13.71% |
$136K - $161K
|
43.1K
$1.34M
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-253K- 78.79% |
$6.61M - $7.81M
|
68K
$2.11M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 10.37% |
$105K - $124K
|
42.6K
$1.32M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.77K+ 74.0% |
$46.2K - $54.6K
|
4.15K
$129K
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-200- 0.69% |
$5.24K - $6.18K
|
28.6K
$887K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.5K+ 0.97% |
$39.3K - $46.4K
|
155K
$4.82M
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
908+ 7.05% |
$23.8K - $28.1K
|
13.8K
$428K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17K- 4.84% |
$446K - $526K
|
335K
$10.4M
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
808New |
$21.2K - $25K
|
808
$25.1K
|