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 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1K+ 8.84% |
$17.9K - $19.9K
|
12.3K
$364K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
500+ 0.43% |
$8.94K - $9.96K
|
117K
$3.46M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
320New |
$5.72K - $6.37K
|
320
$9.47K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
300New |
$5.36K - $5.97K
|
300
$8.88K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.57K - $3.98K
|
200
$5.92K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
262KNew |
$4.34M - $4.95M
|
262K
$7.74M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
47K+ 359.25% |
$780K - $889K
|
60.1K
$1.78M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
31.5KNew |
$524K - $596K
|
31.5K
$934K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29KNew |
$481K - $548K
|
29K
$858K
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
13.3KNew |
$221K - $252K
|
13.3K
$394K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 16.45% |
$170K - $193K
|
72.4K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.66K+ 8.47% |
$77.4K - $88.1K
|
59.7K
$1.77M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$17K - $19.4K
|
1.03K
$30.3K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
264New |
$4.38K - $4.99K
|
264
$7.81K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
193New |
$3.2K - $3.65K
|
193
$5.71K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
104New |
$1.73K - $1.97K
|
104
$3.08K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
100New |
$1.66K - $1.89K
|
100
$2.96K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
50+ 0.11% |
$830 - $946
|
44.1K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
20.4KNew |
$310K - $369K
|
20.4K
$604K
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
13.7KNew |
$208K - $248K
|
13.7K
$405K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12KNew |
$183K - $217K
|
12K
$355K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
10.9KNew |
$166K - $197K
|
10.9K
$322K
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
10.3KNew |
$156K - $186K
|
10.3K
$303K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.1KNew |
$77.6K - $92.4K
|
5.1K
$151K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1KNew |
$15.2K - $18.1K
|
1K
$29.6K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1KNew |
$15.2K - $18.1K
|
1K
$29.6K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
950+ 2.2% |
$14.5K - $17.2K
|
44.2K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
650New |
$9.89K - $11.8K
|
650
$19.2K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600New |
$9.13K - $10.9K
|
600
$17.8K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
555New |
$8.45K - $10.1K
|
555
$16.4K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
320New |
$4.87K - $5.8K
|
320
$9.47K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
297New |
$4.52K - $5.38K
|
297
$8.79K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
260New |
$3.96K - $4.71K
|
260
$7.7K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
75+ 75.0% |
$1.14K - $1.36K
|
175
$5.18K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
141K+ 224.9% |
$2.14M - $2.41M
|
204K
$6.05M
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
18.4KNew |
$278K - $313K
|
18.4K
$544K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.8KNew |
$163K - $183K
|
10.8K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9KNew |
$136K - $153K
|
9K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.79K+ 1.33% |
$118K - $133K
|
593K
$17.6M
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$60.5K - $68.1K
|
4K
$118K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.04K+ 38.51% |
$30.8K - $34.7K
|
7.33K
$217K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.01KNew |
$15.2K - $17.1K
|
1.01K
$29.8K
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
899New |
$13.6K - $15.3K
|
899
$26.6K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
750New |
$11.3K - $12.8K
|
750
$22.2K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685New |
$10.4K - $11.7K
|
685
$20.3K
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
440New |
$6.66K - $7.49K
|
440
$13K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
284New |
$4.3K - $4.83K
|
284
$8.41K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
250New |
$3.78K - $4.26K
|
250
$7.4K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
37.8KNew |
$636K - $755K
|
37.8K
$1.12M
|