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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
393+ 3.78% |
$6.61K - $7.85K
|
10.8K
$265K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$4.21K - $4.99K
|
250
$6.15K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
200+ 0.47% |
$3.36K - $3.99K
|
42.9K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
100New |
$1.68K - $2K
|
100
$2.46K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4MNew |
$68.9M - $81.3M
|
4M
$98.3M
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
43KNew |
$741K - $875K
|
43K
$1.06M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.3KNew |
$297K - $351K
|
17.3K
$424K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
10KNew |
$172K - $203K
|
10K
$246K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$3.45K - $4.07K
|
200
$4.92K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$1.72K - $2.03K
|
100
$2.46K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$1.03K - $1.22K
|
60
$1.48K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$862 - $1.02K
|
50
$1.23K
|
|
Q4 2021 | |||||||
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.3KNew |
$192K - $213K
|
11.3K
$279K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$181K - $201K
|
10.7K
$263K
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10.6KNew |
$180K - $199K
|
10.6K
$261K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.8KNew |
$64.4K - $71.3K
|
3.8K
$93.5K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.8K+ 5.12% |
$47.4K - $52.4K
|
57.4K
$1.41M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
125New |
$2.12K - $2.34K
|
125
$3.08K
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
885+ 5900.0% |
$14.9K - $17K
|
900
$22.1K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
81.4KNew |
$1.44M - $1.65M
|
81.4K
$2M
|
|
Aug 03, 2021
Q2 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.29K+ 11.74% |
$22.8K - $26.2K
|
12.3K
$302K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
800+ 88.89% |
$14.1K - $16.2K
|
1.7K
$41.8K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
724New |
$12.8K - $14.7K
|
724
$17.8K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400New |
$7.06K - $8.12K
|
400
$9.84K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
194New |
$3.43K - $3.94K
|
194
$4.77K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8KNew |
$30.7K - $36.1K
|
1.8K
$44.3K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.4KNew |
$23.9K - $28.1K
|
1.4K
$34.4K
|
|
Q4 2020 | |||||||
Jan 13, 2021
Q4 2020
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$17.3K - $19.5K
|
1K
$24.6K
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
800New |
$13.8K - $15.6K
|
800
$19.7K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
710New |
$12.3K - $13.9K
|
710
$17.5K
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
450New |
$7.79K - $8.78K
|
450
$11.1K
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$187K - $237K
|
11.1K
$273K
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.11KNew |
$18.7K - $23.7K
|
1.11K
$27.3K
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.1KNew |
$147K - $171K
|
10.1K
$249K
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.38KNew |
$20.1K - $23.4K
|
1.38K
$34K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500+ 99.8% |
$7.26K - $8.45K
|
1K
$24.6K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Covington Capital Management
|
BUY
|
- |
1.68KNew |
$21K - $26.8K
|
1.68K
$41.4K
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
13.3KNew |
$185K - $197K
|
13.3K
$327K
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$13.9K - $14.8K
|
1K
$24.6K
|
|
Feb 07, 2020
Q4 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$4.18K - $4.44K
|
300
$7.38K
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
855New |
$11.2K - $13.3K
|
855
$21K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
1.73MNew |
$20.8M - $23M
|
1.73M
$42.4M
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.65KNew |
$42K - $45.8K
|
3.65K
$89.8K
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.36KNew |
$27.1K - $29.5K
|
2.36K
$58K
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
280New |
$3.22K - $3.51K
|
280
$6.89K
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
200New |
$2.3K - $2.51K
|
200
$4.92K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
108KNew |
$1.25M - $1.36M
|
108K
$2.66M
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.39KNew |
$44.2K - $46.6K
|
3.39K
$83.4K
|
|
Apr 19, 2018
Q1 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$13K - $13.8K
|
1K
$24.6K
|
|
Q1 2016 | |||||||
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2KNew |
N/A
|
2K
$49.2K
|