Latest Institutional Purchases of Sprott Physical Gold & Silver Trust (CEF)
This list provides information on the latest institutional transactions involving Sprott Physical Gold & Silver Trust (CEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
400+ 3.24% |
$8.69K - $10K
|
12.8K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
380+ 0.29% |
$8.25K - $9.52K
|
130K
$3.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
306+ 0.55% |
$6.65K - $7.67K
|
55.9K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
300+ 1.03% |
$6.52K - $7.52K
|
29.4K
$738K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
263+ 2.79% |
$5.71K - $6.59K
|
9.7K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
255+ 1.42% |
$5.54K - $6.39K
|
18.2K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 1.49% |
$2.17K - $2.51K
|
6.82K
$171K
|
|
|
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
$32.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45New |
$977 - $1.13K
|
45
$1.13K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.08% |
$109 - $125
|
6.65K
$167K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
976KNew |
$20M - $22.9M
|
976K
$24.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18K+ 23690.79% |
$369K - $422K
|
18.1K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17KNew |
$348K - $397K
|
17K
$425K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.6K+ 6.16% |
$300K - $343K
|
252K
$6.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.8KNew |
$263K - $300K
|
12.8K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.7KNew |
$260K - $297K
|
12.7K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.6KNew |
$258K - $294K
|
12.6K
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
11.5K+ 540.89% |
$235K - $268K
|
13.6K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.6KNew |
$218K - $249K
|
10.6K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
9.5KNew |
$195K - $223K
|
9.5K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
9.33KNew |
$191K - $218K
|
9.33K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.15KNew |
$188K - $214K
|
9.15K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.21KNew |
$127K - $145K
|
6.21K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.83KNew |
$120K - $137K
|
5.83K
$146K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
5K+ 5.1% |
$103K - $117K
|
103K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.97K+ 30.13% |
$81.4K - $92.9K
|
17.1K
$429K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.95K+ 6022.45% |
$60.6K - $69.1K
|
3K
$75.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.83KNew |
$58K - $66.2K
|
2.83K
$70.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2KNew |
$41K - $46.9K
|
2K
$50.2K
|
|
|
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 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.92% |
$33.3K - $38.1K
|
25.1K
$629K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$30.8K - $35.1K
|
1.5K
$37.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $23.4K
|
1K
$25.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
867+ 9.67% |
$17.8K - $20.3K
|
9.83K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
670New |
$13.7K - $15.7K
|
670
$16.8K
|
|
|
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
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
375New |
$7.7K - $8.79K
|
375
$9.41K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
300New |
$6.16K - $7.03K
|
300
$7.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$4.1K - $4.69K
|
200
$5.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$308 - $351
|
15
$376
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
563KNew |
$10.2M - $11.5M
|
563K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 300.27% |
$2.08M - $2.34M
|
153K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Fore Capital, LLC
|
BUY
|
- |
110KNew |
$1.99M - $2.24M
|
110K
$2.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
101KNew |
$1.83M - $2.06M
|
101K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
26.2KNew |
$474K - $534K
|
26.2K
$658K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18KNew |
$326K - $366K
|
18K
$452K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
10KNew |
$181K - $203K
|
10K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5K+ 31.06% |
$90.4K - $102K
|
21.1K
$529K
|
|