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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.5K+ 2.22% |
$271K - $303K
|
527K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 16.41% |
$252K - $282K
|
75.7K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.6KNew |
$227K - $254K
|
9.6K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
9.4KNew |
$222K - $249K
|
9.4K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
9.09KNew |
$215K - $240K
|
9.09K
$277K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9KNew |
$213K - $238K
|
9K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.75KNew |
$207K - $232K
|
8.75K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.73KNew |
$206K - $231K
|
8.73K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.51K+ 135.48% |
$201K - $225K
|
14.8K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.5KNew |
$201K - $225K
|
8.5K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.45KNew |
$200K - $224K
|
8.45K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.43KNew |
$199K - $223K
|
8.43K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.48K+ 79.13% |
$177K - $198K
|
16.9K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.06KNew |
$167K - $187K
|
7.06K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.85KNew |
$162K - $181K
|
6.85K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.21K+ 6.67% |
$147K - $164K
|
99.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.33K+ 1.34% |
$126K - $141K
|
404K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.5KNew |
$106K - $119K
|
4.5K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.04K+ 1.49% |
$95.5K - $107K
|
276K
$8.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.87K+ 24.16% |
$91.4K - $102K
|
19.9K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.8KNew |
$66.2K - $74.1K
|
2.8K
$85.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69K+ 17.17% |
$63.6K - $71.2K
|
18.4K
$559K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 6.8% |
$56.4K - $63.2K
|
37.5K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.21K+ 17.33% |
$52.2K - $58.4K
|
14.9K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.2KNew |
$52K - $58.2K
|
2.2K
$67K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.85K+ 2.23% |
$43.7K - $49K
|
84.8K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 9.19% |
$43.6K - $48.8K
|
21.9K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79K+ 16.75% |
$42.3K - $47.4K
|
12.5K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.44K+ 5.98% |
$34K - $38.1K
|
25.5K
$777K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$33.1K - $37.1K
|
1.4K
$42.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 4.55% |
$32.3K - $36.1K
|
31.4K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.21K+ 0.52% |
$28.7K - $32.1K
|
233K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.2K+ 25.32% |
$28.4K - $31.8K
|
5.94K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 9.55% |
$28.4K - $31.8K
|
13.8K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 5.89% |
$27.8K - $31.1K
|
21.1K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.09K+ 5.89% |
$25.8K - $28.9K
|
19.6K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
975+ 0.74% |
$23K - $25.8K
|
132K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
918New |
$21.7K - $24.3K
|
918
$28K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
900+ 3.71% |
$21.3K - $23.8K
|
25.2K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
887New |
$21K - $23.5K
|
887
$27K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
767+ 2.98% |
$18.1K - $20.3K
|
26.5K
$807K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
642+ 0.39% |
$15.2K - $17K
|
164K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
622+ 3.67% |
$14.7K - $16.5K
|
17.6K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
569+ 3.0% |
$13.4K - $15.1K
|
19.5K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
564+ 1.17% |
$13.3K - $14.9K
|
48.8K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550+ 6.6% |
$13K - $14.6K
|
8.88K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
540+ 0.84% |
$12.8K - $14.3K
|
64.7K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
530+ 11.1% |
$12.5K - $14K
|
5.3K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
520+ 0.49% |
$12.3K - $13.8K
|
107K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
418+ 1.41% |
$9.88K - $11.1K
|
30.1K
$917K
|