Purchases and Sales Made in Q3 2022 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
3.93K+ 4.26% |
$59.4K - $66.8K
|
96.1K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.58K+ 3.5% |
$54.2K - $60.9K
|
106K
$2.59M
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
3.25K+ 14.04% |
$49.2K - $55.3K
|
26.4K
$644K
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.1K+ 7.95% |
$46.9K - $52.8K
|
42.1K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.05K+ 461.72% |
$46.2K - $51.9K
|
3.71K
$90.6K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
3K+ 54.41% |
$45.4K - $51.1K
|
8.51K
$208K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.4KNew |
$36.3K - $40.8K
|
2.4K
$58.6K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.38K+ 27.5% |
$36K - $40.5K
|
11K
$269K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34K+ 6.55% |
$35.3K - $39.7K
|
38K
$928K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.04K+ 38.51% |
$30.8K - $34.7K
|
7.33K
$179K
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1.97K+ 2.55% |
$29.7K - $33.4K
|
78.9K
$1.93M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.93KNew |
$29.2K - $32.8K
|
1.93K
$47.1K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 1.38% |
$26.7K - $30K
|
130K
$3.18M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.71KNew |
$25.8K - $29K
|
1.71K
$41.6K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.22KNew |
$18.4K - $20.7K
|
1.22K
$29.7K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.05K+ 2.49% |
$15.9K - $17.9K
|
43.2K
$1.06M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.01KNew |
$15.2K - $17.1K
|
1.01K
$24.6K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
939+ 12.99% |
$14.2K - $16K
|
8.17K
$199K
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
936+ 0.18% |
$14.2K - $15.9K
|
515K
$12.6M
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
899New |
$13.6K - $15.3K
|
899
$21.9K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
750New |
$11.3K - $12.8K
|
750
$18.3K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
729+ 7.34% |
$11K - $12.4K
|
10.7K
$260K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685New |
$10.4K - $11.7K
|
685
$16.7K
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
685+ 0.57% |
$10.4K - $11.7K
|
121K
$2.94M
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
440New |
$6.66K - $7.49K
|
440
$10.7K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
421+ 25.92% |
$6.37K - $7.17K
|
2.05K
$49.9K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
315+ 0.82% |
$4.77K - $5.36K
|
38.9K
$951K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
284New |
$4.3K - $4.83K
|
284
$6.93K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
250+ 1.03% |
$3.78K - $4.26K
|
24.6K
$599K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
250New |
$3.78K - $4.26K
|
250
$6.1K
|
|
Nov 14, 2022
Q3 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
244+ 0.04% |
$3.69K - $4.15K
|
676K
$16.5M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
200+ 0.36% |
$3.03K - $3.4K
|
56.5K
$1.38M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
154+ 1.28% |
$2.33K - $2.62K
|
12.2K
$298K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.03% |
$151 - $170
|
38.6K
$943K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 0.38% |
$15.1 - $17
|
265
$6.47K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-27- 0.5% |
$409 - $460
|
5.42K
$132K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49- 0.55% |
$741 - $834
|
8.8K
$215K
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 0.04% |
$1.51K - $1.7K
|
242K
$5.91M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.19% |
$1.71K - $1.92K
|
60.4K
$1.48M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-185- 0.84% |
$2.8K - $3.15K
|
21.9K
$534K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-255- 1.01% |
$3.86K - $4.34K
|
25K
$609K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-300- 2.71% |
$4.54K - $5.11K
|
10.8K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-300- 1.79% |
$4.54K - $5.11K
|
16.5K
$402K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-333- 1.98% |
$5.04K - $5.67K
|
16.5K
$402K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-336- 1.28% |
$5.08K - $5.72K
|
26K
$635K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-380- 65.52% |
$5.75K - $6.47K
|
200
$4.88K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-437- 3.55% |
$6.61K - $7.44K
|
11.9K
$290K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-453- 0.15% |
$6.85K - $7.71K
|
302K
$7.38M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-467- 25.8% |
$7.07K - $7.95K
|
1.34K
$32.8K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-500- 17.24% |
$7.57K - $8.51K
|
2.4K
$58.6K
|