Purchases and Sales Made in Q1 2023 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q1 2023. The information is specifically focused on institutions that hold shares of Sprott Physical Gold & Silver Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 16.45% |
$170K - $193K
|
72.4K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
10.2K+ 3.23% |
$169K - $192K
|
325K
$8.16M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10KNew |
$166K - $189K
|
10K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.79K+ 14.95% |
$163K - $185K
|
75.3K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.74K+ 1.56% |
$145K - $165K
|
569K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.57K+ 7.98% |
$142K - $162K
|
116K
$2.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.49K+ 4.2% |
$141K - $160K
|
211K
$5.29M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
8.48K+ 14.35% |
$141K - $160K
|
67.5K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.85K+ 2.21% |
$130K - $149K
|
364K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 7.66% |
$129K - $147K
|
109K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7K+ 15.22% |
$116K - $132K
|
53K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.86K+ 6.17% |
$114K - $130K
|
118K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6.6KNew |
$110K - $125K
|
6.6K
$166K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
6.57K+ 273.54% |
$109K - $124K
|
8.97K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.79K+ 10.73% |
$96K - $109K
|
59.7K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.36K+ 3.24% |
$89K - $101K
|
171K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
4.86K+ 1.36% |
$80.6K - $91.8K
|
362K
$9.07M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.66K+ 8.47% |
$77.4K - $88.1K
|
59.7K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.66K+ 2.17% |
$77.3K - $88.1K
|
219K
$5.49M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.5K+ 26.34% |
$74.7K - $85.1K
|
21.6K
$541K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.49K+ 6.86% |
$74.5K - $84.9K
|
69.9K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.45K+ 2.81% |
$73.8K - $84.1K
|
163K
$4.08M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.33K+ 2.27% |
$71.9K - $81.9K
|
195K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
4.29K+ 0.62% |
$71.2K - $81.1K
|
699K
$17.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.14K+ 1.48% |
$68.7K - $78.2K
|
284K
$7.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.36K+ 6.17% |
$55.8K - $63.6K
|
57.9K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25K+ 30.67% |
$54K - $61.5K
|
13.8K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.29K+ 16.21% |
$38.1K - $43.4K
|
16.4K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.19K+ 8.52% |
$36.4K - $41.4K
|
27.9K
$699K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2.05K+ 4.79% |
$34K - $38.8K
|
44.8K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.5K+ 3.63% |
$24.9K - $28.4K
|
42.8K
$1.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.43K+ 20.35% |
$23.8K - $27.1K
|
8.46K
$212K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.39K+ 2.74% |
$23.1K - $26.4K
|
52.2K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.06K+ 6.43% |
$17.5K - $20K
|
17.5K
$439K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$17K - $19.4K
|
1.03K
$25.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
900+ 5.49% |
$14.9K - $17K
|
17.3K
$434K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
827+ 2.38% |
$13.7K - $15.6K
|
35.6K
$893K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
766+ 0.99% |
$12.7K - $14.5K
|
78.4K
$1.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
650+ 0.69% |
$10.8K - $12.3K
|
95K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
604+ 0.1% |
$10K - $11.4K
|
597K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
545+ 1.54% |
$9.05K - $10.3K
|
35.9K
$901K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
500+ 3.15% |
$8.3K - $9.46K
|
16.4K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
497+ 3.85% |
$8.25K - $9.4K
|
13.4K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
462+ 1.87% |
$7.67K - $8.74K
|
25.2K
$631K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
447+ 1.92% |
$7.42K - $8.45K
|
23.7K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
409+ 1.87% |
$6.79K - $7.73K
|
22.3K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
405+ 1.92% |
$6.72K - $7.66K
|
21.5K
$540K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
264New |
$4.38K - $4.99K
|
264
$6.62K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
250+ 0.21% |
$4.15K - $4.73K
|
121K
$3.03M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
213+ 80.38% |
$3.54K - $4.03K
|
478
$12K
|