Purchases and Sales Made in Q4 2022 in Sprott Physical Gold & Silver Trust (CEF)

CEF Quotes by TradingView

This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q4 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
Feb 07, 2023 Q4 2022
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
6.07M
New
$92.4M - $110M
6.07M $152M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
BUY
 -
2.42M
+ 53.99%
$36.8M - $43.8M
6.91M $173M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
560K
New
$8.53M - $10.2M
560K $14.1M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
518K
+ 64.94%
$7.89M - $9.39M
1.32M $33M
Feb 06, 2023 Q4 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
404K
+ 4041.86%
$6.15M - $7.32M
414K $10.4M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
388K
+ 18.4%
$5.91M - $7.03M
2.5M $62.6M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
286K
New
$4.35M - $5.18M
286K $7.17M
Feb 14, 2023 Q4 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
192K
New
$2.93M - $3.48M
192K $4.83M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
158K
New
$2.41M - $2.87M
158K $3.97M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
145K
+ 4.56%
$2.21M - $2.63M
3.33M $83.5M
Feb 06, 2023 Q4 2022
Banque Pictet & Cie Sa

BUY
 -
81.8K
New
$1.24M - $1.48M
81.8K $2.05M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
80.6K
+ 17.9%
$1.23M - $1.46M
531K $13.3M
Feb 14, 2023 Q4 2022
Bos Asset Management, LLC

Springfield, IL
BUY
 -
65.5K
New
$997K - $1.19M
65.5K $1.64M
Feb 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
65.4K
New
$996K - $1.18M
65.4K $1.64M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
61.5K
+ 6.77%
$937K - $1.11M
971K $24.3M
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
55K
New
$837K - $996K
55K $1.38M
Jan 30, 2023 Q4 2022
Tevis Investment Management

BUY
 -
53.6K
+ 990.23%
$816K - $971K
59.1K $1.48M
Feb 09, 2023 Q4 2022
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
48.5K
+ 18.17%
$738K - $878K
315K $7.91M
Feb 14, 2023 Q4 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
41.5K
New
$632K - $752K
41.5K $1.04M
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
41.3K
+ 3.51%
$628K - $747K
1.22M $30.5M
Feb 14, 2023 Q4 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
40.2K
+ 12.45%
$612K - $728K
363K $9.1M
Feb 09, 2023 Q4 2022
Waddell & Associates, LLC

BUY
 -
36.4K
New
$554K - $660K
36.4K $913K
Feb 09, 2023 Q4 2022
Elequin Capital LP

New York, NY
BUY
 -
36K
New
$548K - $652K
36K $903K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
34.3K
+ 86.75%
$521K - $620K
73.7K $1.85M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
32.9K
+ 12.59%
$500K - $595K
294K $7.37M
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
28.6K
+ 29.01%
$436K - $519K
127K $3.2M
Jan 30, 2023 Q4 2022
Howland Capital Management LLC

BUY
 -
27.2K
+ 3.29%
$414K - $493K
853K $21.4M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
25.6K
+ 37.83%
$390K - $464K
93.3K $2.34M
Feb 13, 2023 Q4 2022
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
24.9K
New
$378K - $450K
24.9K $623K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
24.7K
+ 13.92%
$376K - $448K
202K $5.07M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
24.3K
New
$370K - $441K
24.3K $610K
Mar 22, 2024 Q4 2022
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
21.6K
New
$329K - $391K
21.6K $541K
Feb 01, 2023 Q4 2022
Ironwood Investment Counsel, LLC

BUY
 -
20.4K
New
$310K - $369K
20.4K $512K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
19.8K
+ 242.69%
$302K - $359K
28K $702K
Feb 13, 2023 Q4 2022
Cheviot Value Management, LLC

BUY
 -
18.5K
+ 2.74%
$282K - $335K
695K $17.4M
Feb 13, 2023 Q4 2022
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
18.4K
New
$280K - $333K
18.4K $461K
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
16.4K
New
$250K - $297K
16.4K $411K
Jan 20, 2023 Q4 2022
Engrave Wealth Partners LLC

BUY
 -
16.1K
+ 3.12%
$245K - $291K
531K $13.3M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
15.5K
+ 20.38%
$236K - $281K
91.5K $2.3M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
14.7K
New
$223K - $265K
14.7K $367K
Feb 13, 2023 Q4 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
14.4K
+ 4.23%
$220K - $261K
356K $8.92M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
14.3K
+ 14.88%
$218K - $259K
110K $2.77M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
13.3K
+ 8.76%
$203K - $241K
165K $4.15M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
12.9K
New
$196K - $234K
12.9K $324K
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
12.7K
New
$194K - $230K
12.7K $319K
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
12K
New
$183K - $217K
12K $301K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
11.8K
+ 4.35%
$180K - $214K
284K $7.12M
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
10.9K
New
$166K - $197K
10.9K $273K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
10.6K
New
$161K - $192K
10.6K $266K

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