Latest Institutional Purchases of Sprott Physical Gold & Silver Trust (CEF)

CEF Quotes by TradingView

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
Feb 07, 2025 Q4 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
9.6K
New
$227K - $254K
9.6K $290K
Feb 10, 2025 Q4 2024
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
8.75K
New
$207K - $232K
8.75K $264K
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
8.73K
New
$206K - $231K
8.73K $263K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
6.85K
New
$162K - $181K
6.85K $207K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
4.5K
New
$106K - $119K
4.5K $136K
Jan 24, 2025 Q4 2024
Nadler Financial Group, Inc.

BUY
 -
3.87K
+ 24.16%
$91.4K - $102K
19.9K $601K
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
2.8K
New
$66.2K - $74.1K
2.8K $84.6K
Jan 14, 2025 Q4 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
2.2K
New
$52K - $58.2K
2.2K $66.4K
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
1.85K
+ 9.19%
$43.6K - $48.8K
21.9K $662K
Feb 14, 2025 Q4 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.79K
+ 16.75%
$42.3K - $47.4K
12.5K $377K
Jan 29, 2025 Q4 2024
Capital Wealth Alliance, LLC

BUY
 -
975
+ 0.74%
$23K - $25.8K
132K $3.99M
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
918
New
$21.7K - $24.3K
918 $27.7K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
887
New
$21K - $23.5K
887 $26.8K
Feb 14, 2025 Q4 2024
Brown Advisory Inc

BUY
 -
414
+ 0.58%
$9.78K - $11K
71.6K $2.16M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
200
New
$4.73K - $5.29K
200 $6.04K
May 14, 2025 Q4 2024
Waddell & Associates, LLC

BUY
 -
30
+ 0.07%
$709 - $794
46.2K $1.39M
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
4
New
$94.5 - $106
4 $121
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
1
New
$23.6 - $26.5
1 $30.2
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
108K
+ 34.24%
$2.35M - $2.71M
425K $12.8M
Oct 08, 2024 Q3 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
30.9K
New
$672K - $775K
30.9K $934K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
25.9K
New
$561K - $648K
25.9K $781K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
17.3K
New
$376K - $433K
17.3K $522K
Nov 14, 2024 Q3 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
13.3K
New
$289K - $333K
13.3K $402K
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
12.2K
New
$266K - $307K
12.2K $370K
Oct 21, 2024 Q3 2024
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
11K
New
$239K - $276K
11K $332K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
10.8K
+ 55.35%
$235K - $271K
30.4K $919K
Nov 12, 2024 Q3 2024
Hrt Financial LP

New York, NY
BUY
 -
10.7K
New
$231K - $267K
10.7K $322K
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
9K
New
$195K - $225K
9K $272K
Oct 31, 2024 Q3 2024
Keybank National Association

BUY
 -
8.82K
New
$192K - $221K
8.82K $266K
Oct 30, 2024 Q3 2024
Avidian Wealth Solutions, LLC

BUY
 -
8.82K
New
$192K - $221K
8.82K $266K
Nov 14, 2024 Q3 2024
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
8.65K
New
$188K - $217K
8.65K $261K
Oct 29, 2024 Q3 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
8.58K
New
$186K - $215K
8.58K $259K
Nov 15, 2024 Q3 2024
M&T Bank Corp

BUY
 -
8.55K
New
$186K - $214K
8.55K $258K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
6K
New
$130K - $150K
6K $181K
Oct 08, 2024 Q3 2024
Perkins Coie Trust CO

BUY
 -
6K
New
$130K - $150K
6K $181K
Nov 01, 2024 Q3 2024
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
4.21K
+ 42.48%
$91.4K - $105K
14.1K $426K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.65K
New
$35.9K - $41.4K
1.65K $50K
Nov 07, 2024 Q3 2024
Richard C. Young & Co., Ltd.

BUY
 -
753
+ 7.62%
$16.4K - $18.9K
10.6K $321K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
750
New
$16.3K - $18.8K
750 $22.7K
Oct 03, 2024 Q3 2024
Trust CO

BUY
 -
545
New
$11.8K - $13.7K
545 $16.5K
Oct 09, 2024 Q3 2024
Hoese & CO LLP

BUY
 -
500
New
$10.9K - $12.5K
500 $15.1K
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 $39.7K
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
45
New
$977 - $1.13K
45 $1.36K
Q2 2024
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
18K
+ 23690.79%
$369K - $422K
18.1K $546K
Aug 09, 2024 Q2 2024
Black Diamond Financial, LLC

BUY
 -
12.8K
New
$263K - $300K
12.8K $387K
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
12.7K
New
$260K - $297K
12.7K $383K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
12.6K
New
$258K - $294K
12.6K $379K
Jul 24, 2024 Q2 2024
Penbrook Management LLC

BUY
 -
9.5K
New
$195K - $223K
9.5K $287K
Aug 07, 2024 Q2 2024
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
9.33K
New
$191K - $218K
9.33K $282K

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