Purchases and Sales Made in Q3 2024 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q3 2024. 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 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
400+ 3.24% |
$8.69K - $10K
|
12.8K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
380+ 0.29% |
$8.25K - $9.52K
|
130K
$3.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
306+ 0.55% |
$6.65K - $7.67K
|
55.9K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
300+ 1.03% |
$6.52K - $7.52K
|
29.4K
$738K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
263+ 2.79% |
$5.71K - $6.59K
|
9.7K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
255+ 1.42% |
$5.54K - $6.39K
|
18.2K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 1.49% |
$2.17K - $2.51K
|
6.82K
$171K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 4.46% |
$1.22K - $1.4K
|
1.31K
$32.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45New |
$977 - $1.13K
|
45
$1.13K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.08% |
$109 - $125
|
6.65K
$167K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4- 0.01% |
$86.9 - $100
|
46.8K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 1.46% |
$261 - $301
|
808
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 3.7% |
$304 - $351
|
364
$9.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-53- 0.08% |
$1.15K - $1.33K
|
65.7K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-68- 0.27% |
$1.48K - $1.7K
|
25K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-156- 0.04% |
$3.39K - $3.91K
|
399K
$10M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-198- 2.05% |
$4.3K - $4.96K
|
9.45K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-271- 1.99% |
$5.89K - $6.79K
|
13.4K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-280- 1.67% |
$6.08K - $7.01K
|
16.5K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-281- 0.5% |
$6.1K - $7.04K
|
56.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-334- 2.78% |
$7.25K - $8.37K
|
11.7K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-347- 1.42% |
$7.54K - $8.69K
|
24.1K
$604K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-380- 1.33% |
$8.25K - $9.52K
|
28.1K
$706K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-420- 0.14% |
$9.12K - $10.5K
|
298K
$7.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-427- 0.56% |
$9.27K - $10.7K
|
75.9K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 0.64% |
$10.9K - $12.5K
|
77.4K
$1.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-500- 5.52% |
$10.9K - $12.5K
|
8.55K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-582- 59.27% |
$12.6K - $14.6K
|
400
$10K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-625- 3.02% |
$13.6K - $15.7K
|
20.1K
$504K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-795- 5.88% |
$17.3K - $19.9K
|
12.7K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-885- 0.38% |
$19.2K - $22.2K
|
232K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-983- 2.93% |
$21.4K - $24.6K
|
32.6K
$817K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 25.0% |
$21.7K - $25.1K
|
3K
$75.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 3.94% |
$22.2K - $25.6K
|
25K
$626K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.03K- 20.4% |
$22.3K - $25.7K
|
4K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-1.05K- 2.76% |
$22.8K - $26.3K
|
36.9K
$927K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-1.1K- 3.6% |
$23.9K - $27.6K
|
29.5K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.13K- 0.75% |
$24.4K - $28.2K
|
149K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.15K- 1.41% |
$24.9K - $28.7K
|
80.3K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 1.78% |
$25.6K - $29.5K
|
65K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.18K- 6.0% |
$25.7K - $29.6K
|
18.5K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.37K- 3.2% |
$29.8K - $34.3K
|
41.5K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.44K- 1.51% |
$31.2K - $36K
|
93.8K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.48K- 0.95% |
$32K - $36.9K
|
154K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.56K- 7.11% |
$33.8K - $39K
|
20.3K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.58K- 20.33% |
$34.3K - $39.6K
|
6.19K
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.7K- 2.37% |
$36.9K - $42.6K
|
69.9K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-2K- 1.67% |
$43.4K - $50.1K
|
118K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2K- 5.56% |
$43.4K - $50.1K
|
34K
$853K
|