Purchases and Sales Made in Q1 2025 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
54.8K+ 2741.0% |
$1.32M - $1.54M
|
56.8K
$1.6M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
12.7KNew |
$306K - $356K
|
12.7K
$356K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.86K+ 114316.67% |
$165K - $193K
|
6.87K
$193K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.4K+ 7.85% |
$106K - $123K
|
60.4K
$1.7M
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 4.57% |
$60.6K - $70.6K
|
57.6K
$1.62M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.84K+ 12.3% |
$44.3K - $51.6K
|
16.8K
$471K
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.04K+ 5.31% |
$25K - $29.1K
|
20.6K
$578K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-150- 10.71% |
$3.62K - $4.21K
|
1.25K
$35.1K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-900- 5.2% |
$21.7K - $25.3K
|
16.4K
$460K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 6.72% |
$27.4K - $31.9K
|
15.8K
$443K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.17K- 34.45% |
$149K - $173K
|
11.7K
$329K
|