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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 2.02% |
$80.1K - $90.1K
|
223K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$21.6K - $24.3K
|
1.19K
$29.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$18.1K - $20.3K
|
1K
$24.4K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
900New |
$16.3K - $18.3K
|
900
$22K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
500+ 4.84% |
$9.04K - $10.2K
|
10.8K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
250New |
$4.52K - $5.09K
|
250
$6.1K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.2KNew |
$693K - $806K
|
41.2K
$1M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
15.5KNew |
$260K - $303K
|
15.5K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$232K - $270K
|
13.8K
$336K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
13.1K+ 1.81% |
$220K - $256K
|
737K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.4KNew |
$175K - $204K
|
10.4K
$254K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.25KNew |
$122K - $142K
|
7.25K
$177K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
4.74KNew |
$79.8K - $92.8K
|
4.74K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.5K+ 6.95% |
$58.9K - $68.5K
|
53.8K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$58.9K - $68.5K
|
3.5K
$85.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.77KNew |
$46.6K - $54.2K
|
2.77K
$67.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2KNew |
$33.7K - $39.2K
|
2K
$48.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 8.53% |
$23.6K - $27.4K
|
17.8K
$434K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.08K+ 2.67% |
$18.2K - $21.1K
|
41.5K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.01K+ 11.17% |
$16.9K - $19.7K
|
10K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1K+ 250.0% |
$16.8K - $19.6K
|
1.4K
$34.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
800New |
$13.5K - $15.7K
|
800
$19.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
557New |
$9.37K - $10.9K
|
557
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
240+ 27.27% |
$4.04K - $4.7K
|
1.12K
$27.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
187+ 1.69% |
$3.15K - $3.66K
|
11.3K
$275K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
200KNew |
$3.46M - $3.79M
|
200K
$4.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
50K+ 33.33% |
$866K - $947K
|
200K
$4.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.3KNew |
$196K - $214K
|
11.3K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8KNew |
$139K - $151K
|
8K
$195K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5K+ 248.88% |
$86.6K - $94.7K
|
7.01K
$171K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 2.89% |
$36.2K - $39.6K
|
74.5K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.6KNew |
$27.7K - $30.3K
|
1.6K
$39K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 81.4% |
$22.5K - $24.6K
|
2.9K
$70.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.2KNew |
$20.8K - $22.8K
|
1.2K
$29.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$18.6K - $20.4K
|
1.08K
$26.3K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
951New |
$16.5K - $18K
|
951
$23.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
704+ 78.57% |
$12.2K - $13.3K
|
1.6K
$39K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7+ 3.14% |
$121 - $133
|
230
$5.61K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
28.2KNew |
$504K - $561K
|
28.2K
$688K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7.48KNew |
$134K - $149K
|
7.48K
$183K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1K+ 8.84% |
$17.9K - $19.9K
|
12.3K
$300K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
500+ 0.43% |
$8.94K - $9.96K
|
117K
$2.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
320New |
$5.72K - $6.37K
|
320
$7.81K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
300New |
$5.36K - $5.97K
|
300
$7.32K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.57K - $3.98K
|
200
$4.88K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
262KNew |
$4.34M - $4.95M
|
262K
$6.38M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
47K+ 359.25% |
$780K - $889K
|
60.1K
$1.47M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
31.5KNew |
$524K - $596K
|
31.5K
$770K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29KNew |
$481K - $548K
|
29K
$708K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
27.5K+ 9.62% |
$457K - $520K
|
313K
$7.65M
|
|