Purchases and Sales Made in Q4 2021 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.5K+ 14.39% |
$194K - $215K
|
91.2K
$2.29M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.3KNew |
$192K - $213K
|
11.3K
$284K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$181K - $201K
|
10.7K
$268K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10.6KNew |
$180K - $199K
|
10.6K
$266K
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5KNew |
$177K - $196K
|
10.5K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
9.4K+ 1.42% |
$159K - $176K
|
671K
$16.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.28KNew |
$157K - $174K
|
9.28K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9K+ 106.22% |
$152K - $169K
|
17.5K
$438K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.98K+ 100.76% |
$152K - $168K
|
17.9K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 1.37% |
$149K - $165K
|
654K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.45K+ 4.14% |
$143K - $158K
|
213K
$5.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.95K+ 9.25% |
$135K - $149K
|
93.9K
$2.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.69K+ 9.84% |
$130K - $144K
|
85.8K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.5K+ 26.76% |
$127K - $141K
|
35.5K
$891K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.48K+ 18.61% |
$127K - $140K
|
47.7K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
7.13K+ 1.99% |
$121K - $134K
|
365K
$9.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.03KNew |
$119K - $132K
|
7.03K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7K+ 16.15% |
$119K - $131K
|
50.3K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.57K+ 12.81% |
$111K - $123K
|
57.8K
$1.45M
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
6.4K+ 29.06% |
$108K - $120K
|
28.4K
$713K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.82KNew |
$98.6K - $109K
|
5.82K
$146K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.76K+ 31.11% |
$80.5K - $89.2K
|
20K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.35K+ 23.02% |
$73.7K - $81.6K
|
23.3K
$583K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.1K+ 1.75% |
$69.5K - $76.9K
|
239K
$6M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.8KNew |
$64.4K - $71.3K
|
3.8K
$95.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
3.76K+ 1.55% |
$63.7K - $70.5K
|
246K
$6.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.7K+ 18.18% |
$62.7K - $69.4K
|
24.1K
$603K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.7K+ 7.52% |
$62.7K - $69.4K
|
52.9K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
3.47K+ 12.38% |
$58.8K - $65.1K
|
31.5K
$790K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.19K+ 21.58% |
$54K - $59.8K
|
18K
$450K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.05K+ 11.6% |
$51.7K - $57.2K
|
29.4K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3K+ 5.23% |
$50.8K - $56.3K
|
60.4K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.87K+ 1.35% |
$48.6K - $53.8K
|
216K
$5.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.8K+ 5.12% |
$47.4K - $52.5K
|
57.4K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.8K+ 5.12% |
$47.4K - $52.4K
|
57.4K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.5K+ 20.31% |
$42.4K - $46.9K
|
14.8K
$371K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 8.6% |
$37.1K - $41.1K
|
27.7K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 7.25% |
$36.7K - $40.6K
|
32K
$803K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2K+ 57.67% |
$33.9K - $37.5K
|
5.47K
$137K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
2KNew |
$33.9K - $37.5K
|
2K
$50.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.82KNew |
$30.8K - $34.1K
|
1.82K
$45.6K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 5.28% |
$29.2K - $32.3K
|
34.4K
$863K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.17K+ 5.83% |
$19.8K - $21.9K
|
21.2K
$531K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.1KNew |
$18.6K - $20.6K
|
1.1K
$27.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.1K+ 0.72% |
$18.6K - $20.6K
|
154K
$3.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 5.93% |
$16.9K - $18.8K
|
17.9K
$448K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1K+ 50.0% |
$16.9K - $18.8K
|
3K
$75.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
958+ 6.69% |
$16.2K - $18K
|
15.3K
$383K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
932+ 4.0% |
$15.8K - $17.5K
|
24.3K
$608K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
850+ 0.72% |
$14.4K - $15.9K
|
119K
$2.99M
|