Purchases and Sales Made in Q2 2022 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
11.1KNew |
$186K - $221K
|
11.1K
$278K
|
|
|
Aug 15, 2022
Q2 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
10KNew |
$168K - $200K
|
10K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.93K+ 23.26% |
$167K - $198K
|
52.6K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.85K+ 20.57% |
$149K - $177K
|
51.9K
$1.3M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8.65KNew |
$146K - $173K
|
8.65K
$217K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.56K+ 28.45% |
$144K - $171K
|
38.6K
$968K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.23KNew |
$122K - $144K
|
7.23K
$181K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.96K+ 2.54% |
$117K - $139K
|
281K
$7.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.35K+ 4.02% |
$107K - $127K
|
164K
$4.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.96K+ 6.17% |
$100K - $119K
|
102K
$2.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 6.38% |
$96.3K - $114K
|
95.5K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.87K+ 10.82% |
$81.8K - $97.2K
|
49.8K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.44K+ 7.59% |
$74.6K - $88.6K
|
62.9K
$1.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.32K+ 5.21% |
$72.6K - $86.2K
|
87.2K
$2.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.29K+ 8.51% |
$72.2K - $85.8K
|
54.8K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4KNew |
$67.3K - $79.9K
|
4K
$100K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.95K+ 0.43% |
$66.4K - $78.9K
|
917K
$23M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.93K+ 0.27% |
$66.1K - $78.5K
|
1.44M
$36.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$61.4K - $72.9K
|
3.65K
$91.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.63K+ 5.31% |
$61.1K - $72.5K
|
72K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.34K+ 23.83% |
$56.2K - $66.7K
|
17.4K
$435K
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 5.16% |
$50K - $59.4K
|
60.5K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.5K+ 7.35% |
$42.1K - $49.9K
|
36.5K
$915K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.39K+ 2.66% |
$40.2K - $47.7K
|
92.2K
$2.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.82KNew |
$30.6K - $36.3K
|
1.82K
$45.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.7KNew |
$28.6K - $33.9K
|
1.7K
$42.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 5.26% |
$26K - $30.9K
|
30.9K
$775K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.51K+ 0.24% |
$25.3K - $30.1K
|
618K
$15.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
1.5K+ 0.62% |
$25.2K - $30K
|
242K
$6.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.47KNew |
$24.8K - $29.4K
|
1.47K
$36.9K
|
|
|
Jul 27, 2022
Q2 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
1.37K+ 1.14% |
$23K - $27.3K
|
122K
$3.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 4.22% |
$19.9K - $23.6K
|
29.2K
$732K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 96.75% |
$18.5K - $22K
|
2.24K
$56.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 2.87% |
$18K - $21.3K
|
38.3K
$959K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.04K+ 6.63% |
$17.6K - $20.8K
|
16.8K
$421K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
1K+ 7.56% |
$16.8K - $20K
|
14.2K
$357K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
844+ 9.29% |
$14.2K - $16.9K
|
9.93K
$249K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
820+ 2.32% |
$13.8K - $16.4K
|
36.2K
$906K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
800+ 22.86% |
$13.5K - $16K
|
4.3K
$108K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
743+ 3.03% |
$12.5K - $14.8K
|
25.3K
$634K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
661New |
$11.1K - $13.2K
|
661
$16.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
649+ 38.02% |
$10.9K - $13K
|
2.36K
$59.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
553+ 1.11% |
$9.3K - $11K
|
50.3K
$1.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
516+ 3.02% |
$8.68K - $10.3K
|
17.6K
$442K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
466+ 1.01% |
$7.84K - $9.31K
|
46.5K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
440New |
$7.4K - $8.79K
|
440
$11K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
440New |
$7.4K - $8.79K
|
440
$11K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
397+ 33.08% |
$6.68K - $7.93K
|
1.6K
$40K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
393+ 3.78% |
$6.61K - $7.85K
|
10.8K
$270K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
383+ 0.57% |
$6.44K - $7.65K
|
67.8K
$1.7M
|