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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.21KNew |
$127K - $145K
|
6.21K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.83KNew |
$120K - $137K
|
5.83K
$173K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2KNew |
$41K - $46.9K
|
2K
$59.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.92% |
$33.3K - $38.1K
|
25.1K
$742K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$30.8K - $35.1K
|
1.5K
$44.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $23.4K
|
1K
$29.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
867+ 9.67% |
$17.8K - $20.3K
|
9.83K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
670New |
$13.7K - $15.7K
|
670
$19.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$10.3K - $11.7K
|
500
$14.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500+ 12.52% |
$10.3K - $11.7K
|
4.5K
$133K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
300New |
$6.16K - $7.03K
|
300
$8.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$4.1K - $4.69K
|
200
$5.92K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$308 - $351
|
15
$444
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 300.27% |
$2.08M - $2.34M
|
153K
$4.54M
|
|
|
May 07, 2024
Q1 2024
|
Fore Capital, LLC
|
BUY
|
- |
110KNew |
$1.99M - $2.24M
|
110K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
26.2KNew |
$474K - $534K
|
26.2K
$777K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18KNew |
$326K - $366K
|
18K
$533K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5K+ 31.06% |
$90.4K - $102K
|
21.1K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 2.02% |
$80.1K - $90.1K
|
223K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$21.6K - $24.3K
|
1.19K
$35.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$18.1K - $20.3K
|
1K
$29.6K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
900New |
$16.3K - $18.3K
|
900
$26.6K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
250New |
$4.52K - $5.09K
|
250
$7.4K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.2KNew |
$693K - $806K
|
41.2K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$232K - $270K
|
13.8K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
13.1K+ 1.81% |
$220K - $256K
|
737K
$21.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.25KNew |
$122K - $142K
|
7.25K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.5K+ 6.95% |
$58.9K - $68.5K
|
53.8K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$58.9K - $68.5K
|
3.5K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.77KNew |
$46.6K - $54.2K
|
2.77K
$81.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 8.53% |
$23.6K - $27.4K
|
17.8K
$527K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.08K+ 2.67% |
$18.2K - $21.1K
|
41.5K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1K+ 250.0% |
$16.8K - $19.6K
|
1.4K
$41.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
800New |
$13.5K - $15.7K
|
800
$23.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
557New |
$9.37K - $10.9K
|
557
$16.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
187+ 1.69% |
$3.15K - $3.66K
|
11.3K
$334K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
200KNew |
$3.46M - $3.79M
|
200K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
50K+ 33.33% |
$866K - $947K
|
200K
$5.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.3KNew |
$196K - $214K
|
11.3K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8KNew |
$139K - $151K
|
8K
$237K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5K+ 248.88% |
$86.6K - $94.7K
|
7.01K
$207K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 2.89% |
$36.2K - $39.6K
|
74.5K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.6KNew |
$27.7K - $30.3K
|
1.6K
$47.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 81.4% |
$22.5K - $24.6K
|
2.9K
$85.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.2KNew |
$20.8K - $22.8K
|
1.2K
$35.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$18.6K - $20.4K
|
1.08K
$31.8K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
951New |
$16.5K - $18K
|
951
$28.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
704+ 78.57% |
$12.2K - $13.3K
|
1.6K
$47.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7+ 3.14% |
$121 - $133
|
230
$6.81K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7.48KNew |
$134K - $149K
|
7.48K
$221K
|
|