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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
12.7KNew |
$306K - $360K
|
12.7K
$393K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.93K- 52.74% |
$45.5K - $51K
|
1.73K
$53.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4New |
$94.5 - $106
|
4
$124
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 19.48% |
$158K - $177K
|
27.7K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-497- 1.43% |
$11.7K - $13.2K
|
34.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.8KNew |
$66.2K - $74.1K
|
2.8K
$86.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-311K- 55.23% |
$7.35M - $8.23M
|
252K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Castalian Partners, LLC
Excelsior, MN |
BUY
|
- |
187KNew |
$4.41M - $4.94M
|
187K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-122K- 65.22% |
$2.88M - $3.22M
|
64.9K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
887New |
$21K - $23.5K
|
887
$27.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-388- 3.83% |
$9.17K - $10.3K
|
9.74K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-45.1K- 60.47% |
$1.06M - $1.19M
|
29.5K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10K- 99.92% |
$237K - $265K
|
8
$248
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
32.3KNew |
$763K - $855K
|
32.3K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.73KNew |
$206K - $231K
|
8.73K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.75KNew |
$207K - $232K
|
8.75K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.6KNew |
$227K - $254K
|
9.6K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41KNew |
$968K - $1.08M
|
41K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$23.6 - $26.5
|
1
$31
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.5KNew |
$106K - $119K
|
4.5K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-946- 2.02% |
$22.4K - $25K
|
45.9K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 5.76% |
$23.6K - $26.5K
|
16.4K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
62.3KNew |
$1.47M - $1.65M
|
62.3K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.42K- 23.25% |
$57.1K - $64K
|
7.98K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-40- 0.38% |
$945 - $1.06K
|
10.6K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.87K+ 24.16% |
$91.4K - $102K
|
19.9K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
918New |
$21.7K - $24.3K
|
918
$28.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$4.73K - $5.29K
|
200
$6.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-800- 2.71% |
$18.9K - $21.2K
|
28.7K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-100- 0.23% |
$2.36K - $2.65K
|
42.9K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
363KNew |
$8.57M - $9.6M
|
363K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.8K+ 19.85% |
$751K - $841K
|
192K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.78K- 23.56% |
$160K - $179K
|
22K
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 16.59% |
$44.9K - $50.3K
|
9.55K
$296K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$266K - $307K
|
12.2K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20.3K- 44.94% |
$441K - $508K
|
24.9K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
8.65KNew |
$188K - $217K
|
8.65K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 3.7% |
$304 - $351
|
364
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6KNew |
$130K - $150K
|
6K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-68- 0.27% |
$1.48K - $1.7K
|
25K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.3KNew |
$289K - $333K
|
13.3K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4K- 14.94% |
$86.9K - $100K
|
22.8K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.3KNew |
$376K - $433K
|
17.3K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
SELL
|
- |
-50K- 24.07% |
$1.09M - $1.25M
|
158K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 58.98% |
$118K - $136K
|
3.78K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$231K - $267K
|
10.7K
$330K
|
|
|
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
$40.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$35.9K - $41.4K
|
1.65K
$51.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 55.35% |
$235K - $271K
|
30.4K
$943K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
753+ 7.62% |
$16.4K - $18.9K
|
10.6K
$330K
|
|