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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.57K- 11.34% |
$55.8K - $64.4K
|
20.1K
$503K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
545New |
$11.8K - $13.7K
|
545
$13.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 25.0% |
$21.7K - $25.1K
|
3K
$75.2K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$10.3K - $11.7K
|
500
$12.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500+ 12.52% |
$10.3K - $11.7K
|
4.5K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
976KNew |
$20M - $22.9M
|
976K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-53- 0.36% |
$1.09K - $1.24K
|
14.8K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17KNew |
$348K - $397K
|
17K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-125K- 89.29% |
$2.57M - $2.93M
|
15K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.3KClosed |
$47.2K - $53.9K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-183K- 10.45% |
$3.76M - $4.29M
|
1.57M
$39.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.6KNew |
$258K - $294K
|
12.6K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.83KNew |
$120K - $137K
|
5.83K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-600- 2.28% |
$12.3K - $14.1K
|
25.7K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.97K+ 30.13% |
$81.4K - $92.9K
|
17.1K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.5K- 0.51% |
$51.3K - $58.6K
|
483K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.92% |
$33.3K - $38.1K
|
25.1K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 4.25% |
$34.4K - $39.2K
|
41.1K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$4.1K - $4.69K
|
200
$5.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.8KNew |
$263K - $300K
|
12.8K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
5K+ 5.1% |
$103K - $117K
|
103K
$2.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18K+ 23690.79% |
$369K - $422K
|
18.1K
$453K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 14.0% |
$35.8K - $40.9K
|
10.7K
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-250- 1.02% |
$5.13K - $5.86K
|
24.3K
$608K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
9.33KNew |
$191K - $218K
|
9.33K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
670New |
$13.7K - $15.7K
|
670
$16.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.83KNew |
$58K - $66.2K
|
2.83K
$70.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
11.5K+ 540.89% |
$235K - $268K
|
13.6K
$340K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.95K+ 6022.45% |
$60.6K - $69.1K
|
3K
$75.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-350- 1.4% |
$7.18K - $8.2K
|
24.6K
$617K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2K- 97.94% |
$41K - $46.9K
|
42
$1.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.7KNew |
$260K - $297K
|
12.7K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.6KNew |
$218K - $249K
|
10.6K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.15KNew |
$188K - $214K
|
9.15K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.6K+ 6.16% |
$300K - $343K
|
252K
$6.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79.7K- 32.74% |
$1.63M - $1.87M
|
164K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.72K- 1.79% |
$35.2K - $40.2K
|
94.4K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
300New |
$6.16K - $7.03K
|
300
$7.52K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $23.4K
|
1K
$25.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-795- 14.28% |
$16.3K - $18.6K
|
4.77K
$120K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-5.94K- 11.29% |
$122K - $139K
|
46.7K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-2.32K- 6.95% |
$47.6K - $54.4K
|
31.1K
$779K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2KNew |
$41K - $46.9K
|
2K
$50.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
9.5KNew |
$195K - $223K
|
9.5K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
375New |
$7.7K - $8.79K
|
375
$9.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$308 - $351
|
15
$376
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$30.8K - $35.1K
|
1.5K
$37.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-500- 0.64% |
$10.3K - $11.7K
|
77.6K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-110- 0.65% |
$2.26K - $2.58K
|
16.9K
$425K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
867+ 9.67% |
$17.8K - $20.3K
|
9.83K
$246K
|
|