Purchases and Sales Made in Q4 2024 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q4 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.91M+ 2039.41% |
$45M - $50.5M
|
2M
$53.8M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$27.9M - $31.3M
|
1.18M
$31.8M
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
455KNew |
$10.7M - $12M
|
455K
$12.2M
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
363KNew |
$8.57M - $9.6M
|
363K
$9.75M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
357KNew |
$8.43M - $9.44M
|
357K
$9.59M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
325K+ 2348.35% |
$7.69M - $8.61M
|
339K
$9.12M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
296KNew |
$6.99M - $7.83M
|
296K
$7.96M
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
287KNew |
$6.78M - $7.59M
|
287K
$7.71M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
277K+ 50.29% |
$6.55M - $7.34M
|
829K
$22.3M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 128.15% |
$5.69M - $6.38M
|
429K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Castalian Partners, LLC
Excelsior, MN |
BUY
|
- |
187KNew |
$4.41M - $4.94M
|
187K
$5.02M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
126K+ 25.33% |
$2.97M - $3.33M
|
623K
$16.7M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
121K+ 1154.4% |
$2.87M - $3.21M
|
132K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100K+ 27.3% |
$2.37M - $2.65M
|
467K
$12.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.5K+ 2.78% |
$2.21M - $2.48M
|
3.45M
$92.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.7K+ 3.21% |
$2.17M - $2.43M
|
2.95M
$79.2M
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
88KNew |
$2.08M - $2.33M
|
88K
$2.37M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.3KNew |
$2.04M - $2.28M
|
86.3K
$2.32M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
62.8KNew |
$1.48M - $1.66M
|
62.8K
$1.69M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
62.3KNew |
$1.47M - $1.65M
|
62.3K
$1.67M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.4K+ 0.67% |
$1.24M - $1.39M
|
7.88M
$212M
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
50.3K+ 518.8% |
$1.19M - $1.33M
|
60K
$1.61M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.7KNew |
$1.13M - $1.26M
|
47.7K
$1.28M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41KNew |
$968K - $1.08M
|
41K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.6K+ 2.8% |
$889K - $995K
|
1.38M
$37.1M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
36.1KNew |
$852K - $954K
|
36.1K
$969K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
32.5K+ 47.38% |
$767K - $859K
|
101K
$2.72M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
32.3KNew |
$763K - $855K
|
32.3K
$869K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.8K+ 19.85% |
$751K - $841K
|
192K
$5.16M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30.9K+ 149.25% |
$730K - $818K
|
51.6K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
26KNew |
$613K - $687K
|
26K
$698K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.9K+ 103.44% |
$611K - $685K
|
50.9K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.8K+ 15.39% |
$611K - $684K
|
194K
$5.21M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 11.06% |
$607K - $680K
|
258K
$6.94M
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
20.7KNew |
$490K - $549K
|
20.7K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.5K+ 22.48% |
$484K - $542K
|
112K
$3M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.4KNew |
$482K - $540K
|
20.4K
$549K
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
20.2K+ 21.52% |
$477K - $534K
|
114K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
17K+ 42.93% |
$401K - $449K
|
56.5K
$1.52M
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$345K - $387K
|
14.6K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
14.4K+ 14.3% |
$340K - $381K
|
115K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
14.2K+ 2.03% |
$336K - $377K
|
716K
$19.2M
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13.3KNew |
$315K - $353K
|
13.3K
$358K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
13.1KNew |
$310K - $347K
|
13.1K
$353K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 1139.02% |
$301K - $338K
|
13.9K
$373K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
12.3KNew |
$290K - $325K
|
12.3K
$330K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 2.27% |
$280K - $314K
|
534K
$14.3M
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
11.5KNew |
$272K - $304K
|
11.5K
$309K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.5K+ 2.22% |
$271K - $303K
|
527K
$14.2M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 16.41% |
$252K - $282K
|
75.7K
$2.04M
|