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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.25K- 13.3% |
$30.1K - $35.5K
|
8.15K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-673- 3.83% |
$16.2K - $19.1K
|
16.9K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33K+ 7.69% |
$795K - $937K
|
462K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.27KNew |
$30.7K - $36.1K
|
1.27K
$39.4K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
215+ 1.89% |
$5.18K - $6.11K
|
11.6K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.79K- 11.88% |
$67.3K - $79.3K
|
20.7K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
150+ 0.19% |
$3.62K - $4.26K
|
77.3K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
8.38KNew |
$202K - $238K
|
8.38K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
202+ 6.77% |
$4.87K - $5.74K
|
3.19K
$98.8K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 11.83% |
$24.1K - $28.4K
|
7.45K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.44KNew |
$179K - $211K
|
7.44K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
792+ 9.35% |
$19.1K - $22.5K
|
9.26K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-28.9K- 80.21% |
$697K - $822K
|
7.13K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10.6K- 11.45% |
$255K - $301K
|
81.8K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-550- 5.5% |
$13.3K - $15.6K
|
9.45K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 3.53% |
$242K - $285K
|
274K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.5K- 16.51% |
$36.2K - $42.6K
|
7.59K
$235K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1K+ 8.7% |
$24.1K - $28.4K
|
12.5K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
7.35KNew |
$177K - $209K
|
7.35K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40.6K+ 12.94% |
$978K - $1.15M
|
354K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-74- 2.08% |
$1.78K - $2.1K
|
3.48K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-39.5K- 43.56% |
$953K - $1.12M
|
51.2K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7.35KNew |
$177K - $209K
|
7.35K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$7.23K - $8.52K
|
300
$9.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-635- 9.72% |
$15.3K - $18K
|
5.9K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.09% |
$603 - $710
|
28.3K
$878K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
10.6KNew |
$255K - $300K
|
10.6K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
11.9KNew |
$287K - $338K
|
11.9K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.43KNew |
$179K - $211K
|
7.43K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.85K- 8.46% |
$44.6K - $52.5K
|
20K
$620K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.44K+ 1707.41% |
$228K - $268K
|
10K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-299- 0.83% |
$7.21K - $8.49K
|
35.9K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
3.03K+ 11.01% |
$73K - $86K
|
30.5K
$947K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
800+ 4.86% |
$19.3K - $22.7K
|
17.3K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.2KNew |
$390K - $460K
|
16.2K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-700- 7.88% |
$16.9K - $19.9K
|
8.18K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.38K- 81.45% |
$57.5K - $67.7K
|
543
$16.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.18K- 13.07% |
$28.4K - $33.4K
|
7.82K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.68KNew |
$185K - $218K
|
7.68K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
9KNew |
$217K - $256K
|
9K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.6K+ 8877.33% |
$642K - $757K
|
26.9K
$835K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
7.16KNew |
$173K - $203K
|
7.16K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11.5KNew |
$276K - $325K
|
11.5K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.21KNew |
$222K - $262K
|
9.21K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
129+ 0.51% |
$3.11K - $3.66K
|
25.6K
$795K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.28K- 0.95% |
$54.9K - $64.6K
|
238K
$7.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-54.8K- 96.48% |
$1.32M - $1.56M
|
2K
$62K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.18KNew |
$197K - $233K
|
8.18K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-508- 6.02% |
$12.2K - $14.4K
|
7.92K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-900- 5.2% |
$21.7K - $25.6K
|
16.4K
$508K
|