Purchases and Sales Made in Q1 2023 in Sprott Physical Gold & Silver Trust (CEF)

CEF Quotes by TradingView

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
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
193
New
$3.2K - $3.65K
193 $5.88K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
191
+ 0.59%
$3.17K - $3.61K
32.6K $991K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
160
+ 1.77%
$2.66K - $3.03K
9.21K $281K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
104
New
$1.73K - $1.97K
104 $3.17K
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
100
+ 0.15%
$1.66K - $1.89K
65K $1.98M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
100
New
$1.66K - $1.89K
100 $3.05K
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
100
+ 0.92%
$1.66K - $1.89K
11K $334K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
93
+ 0.51%
$1.54K - $1.76K
18.3K $556K
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

BUY
 -
81
+ 0.14%
$1.34K - $1.53K
58.9K $1.79M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
76
New
$1.26K - $1.44K
76 $2.31K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
39
+ 0.09%
$647 - $737
41.2K $1.26M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
20
+ 0.08%
$332 - $378
26.1K $794K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
10
+ 0.03%
$166 - $189
38.7K $1.18M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
7
+ 0.02%
$116 - $132
28.6K $872K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 08, 2023 Q1 2023
Jdm Financial Group LLC

Encino, CA
SELL
 -
-20
- 8.55%
$332 - $378
214 $6.52K
May 10, 2023 Q1 2023
S.A. Mason LLC

SELL
 -
-25
- 0.39%
$415 - $473
6.36K $194K
Apr 17, 2023 Q1 2023
Guild Investment Management, Inc.

SELL
 -
-110
- 0.1%
$1.83K - $2.08K
108K $3.28M
May 04, 2023 Q1 2023
Chase Investment Counsel Corp

SELL
 -
-127
- 0.18%
$2.11K - $2.4K
69.5K $2.12M
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

SELL
 -
-135
- 0.16%
$2.24K - $2.55K
82K $2.5M
May 01, 2023 Q1 2023
Jnba Financial Advisors

SELL
 -
-136
- 11.5%
$2.26K - $2.57K
1.05K $31.9K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-246
- 0.93%
$4.08K - $4.65K
26.2K $797K
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
SELL
 -
-250
- 1.02%
$4.15K - $4.73K
24.3K $740K
May 04, 2023 Q1 2023
Hyman Charles D

SELL
 -
-285
- 0.51%
$4.73K - $5.39K
55.9K $1.7M
May 08, 2023 Q1 2023
Roberts Glore & CO Inc

Deerfield, IL
SELL
 -
-450
- 0.3%
$7.47K - $8.51K
151K $4.61M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-462
- 1.9%
$7.67K - $8.74K
23.9K $727K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

SELL
 -
-487
- 1.67%
$8.08K - $9.21K
28.6K $871K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

SELL
 -
-500
- 0.67%
$8.3K - $9.46K
74K $2.25M
Apr 26, 2023 Q1 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
SELL
 -
-501
- 37.93%
$8.32K - $9.47K
820 $25K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-555
- 48.81%
$9.21K - $10.5K
582 $17.7K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-690
- 2.32%
$11.5K - $13K
29K $883K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-711
- 1.92%
$11.8K - $13.4K
36.3K $1.11M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-766
- 0.98%
$12.7K - $14.5K
77.6K $2.36M
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-1K
- 6.67%
$16.6K - $18.9K
14K $426K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-1K
- 23.6%
$16.6K - $18.9K
3.24K $98.7K
May 11, 2023 Q1 2023
Townsquare Capital LLC

SELL
 -
-1.28K
- 8.75%
$21.3K - $24.2K
13.4K $407K
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
SELL
 -
-1.37K
- 7.45%
$22.7K - $25.9K
17K $518K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.5K
- 1.27%
$24.9K - $28.4K
117K $3.56M
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
SELL
 -
-1.56K
- 42.77%
$25.9K - $29.5K
2.09K $63.5K
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
SELL
 -
-1.69K
- 19.79%
$28K - $31.9K
6.83K $208K
May 05, 2023 Q1 2023
Sandy Spring Bank

SELL
 -
-2K
- 83.33%
$33.2K - $37.8K
400 $12.2K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-2.19K
- 5.1%
$36.3K - $41.4K
40.7K $1.24M
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
SELL
 -
-2.42K
- 0.54%
$40.2K - $45.8K
444K $13.5M
Apr 27, 2023 Q1 2023
St. James Investment Company, LLC

SELL
 -
-2.66K
- 2.85%
$44.1K - $50.2K
90.6K $2.76M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-2.8K
- 8.06%
$46.5K - $53K
32K $973K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.9K
- 16.96%
$48.1K - $54.8K
14.2K $432K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

SELL
 -
-3.05K
- 5.58%
$50.6K - $57.7K
51.6K $1.57M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-3.17K
- 16.87%
$52.6K - $59.9K
15.6K $476K

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