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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
414+ 0.58% |
$9.78K - $11K
|
71.6K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
400New |
$9.45K - $10.6K
|
400
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
350+ 1.07% |
$8.27K - $9.26K
|
32.9K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200+ 0.22% |
$4.73K - $5.29K
|
90.5K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$4.73K - $5.29K
|
200
$6.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
189+ 0.67% |
$4.47K - $5K
|
28.3K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152+ 2.19% |
$3.59K - $4.02K
|
7.1K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
140+ 0.7% |
$3.31K - $3.71K
|
20.2K
$616K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 3.54% |
$2.36K - $2.65K
|
2.93K
$89.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
100+ 0.92% |
$2.36K - $2.65K
|
10.9K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
85+ 1.28% |
$2.01K - $2.25K
|
6.73K
$205K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
30+ 0.07% |
$709 - $794
|
46.2K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4New |
$94.5 - $106
|
4
$122
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$23.6 - $26.5
|
1
$30.5
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$23.6 - $26.5
|
1.18M
$36M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.02% |
$70.9 - $79.4
|
13.4K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.08% |
$70.9 - $79.4
|
3.56K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-40- 0.38% |
$945 - $1.06K
|
10.6K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-100- 0.84% |
$2.36K - $2.65K
|
11.8K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-100- 0.23% |
$2.36K - $2.65K
|
42.9K
$1.31M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 1.36% |
$4.73K - $5.29K
|
14.6K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.38% |
$5.01K - $5.61K
|
56K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-291- 2.5% |
$6.88K - $7.7K
|
11.4K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-348- 1.91% |
$8.22K - $9.21K
|
17.9K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-361- 0.47% |
$8.53K - $9.56K
|
77.2K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-364- 0.55% |
$8.6K - $9.64K
|
65.3K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-388- 3.83% |
$9.17K - $10.3K
|
9.74K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-400- 1.67% |
$9.45K - $10.6K
|
23.5K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-450- 6.44% |
$10.6K - $11.9K
|
6.54K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-458- 1.21% |
$10.8K - $12.1K
|
37.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-497- 1.43% |
$11.7K - $13.2K
|
34.3K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-630- 2.14% |
$14.9K - $16.7K
|
28.8K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-650- 0.42% |
$15.4K - $17.2K
|
153K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-659- 1.16% |
$15.6K - $17.4K
|
56.3K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-667- 68.98% |
$15.8K - $17.7K
|
300
$9.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-700- 2.48% |
$16.5K - $18.5K
|
27.5K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-721- 4.37% |
$17K - $19.1K
|
15.8K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-727- 39.66% |
$17.2K - $19.2K
|
1.11K
$33.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-750- 3.0% |
$17.7K - $19.9K
|
24.3K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-750- 2.03% |
$17.7K - $19.9K
|
36.2K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-800- 2.71% |
$18.9K - $21.2K
|
28.7K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-817- 6.02% |
$19.3K - $21.6K
|
12.8K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-844- 1.51% |
$19.9K - $22.3K
|
55.1K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-855- 0.66% |
$20.2K - $22.6K
|
130K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-946- 2.02% |
$22.4K - $25K
|
45.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-952- 7.28% |
$22.5K - $25.2K
|
12.1K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-985- 0.39% |
$23.3K - $26.1K
|
251K
$7.65M
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-995- 1.24% |
$23.5K - $26.3K
|
79.3K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 5.76% |
$23.6K - $26.5K
|
16.4K
$498K
|