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 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 5.65% |
$26K - $29.1K
|
18.4K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 8.78% |
$26.5K - $29.6K
|
11.6K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.15K- 2.33% |
$27.2K - $30.4K
|
48.1K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.24K- 0.83% |
$29.2K - $32.7K
|
148K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.38K- 1.6% |
$32.5K - $36.4K
|
84.6K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.46K- 2.43% |
$34.6K - $38.8K
|
58.8K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.49K- 0.41% |
$35.1K - $39.4K
|
363K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.58K- 5.03% |
$37.2K - $41.7K
|
29.8K
$907K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.58K- 14.73% |
$37.2K - $41.7K
|
9.12K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.59K- 53.18% |
$37.6K - $42.1K
|
1.4K
$42.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 16.59% |
$44.9K - $50.3K
|
9.55K
$291K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.93K- 52.74% |
$45.5K - $51K
|
1.73K
$52.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 10.87% |
$46.1K - $51.6K
|
16K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2K- 4.3% |
$47.3K - $52.9K
|
44.5K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 0.61% |
$51.6K - $57.8K
|
358K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 10.54% |
$54.3K - $60.9K
|
19.5K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.42K- 23.25% |
$57.1K - $64K
|
7.98K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.53K- 0.56% |
$59.8K - $67K
|
449K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.6K- 16.99% |
$61.4K - $68.8K
|
12.7K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.65K- 2.77% |
$62.6K - $70.1K
|
92.8K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.83K- 4.05% |
$66.9K - $74.9K
|
67.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.5K- 4.45% |
$82.6K - $92.5K
|
75K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.07K- 9.81% |
$96.2K - $108K
|
37.4K
$1.14M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.19K- 28.29% |
$98.9K - $111K
|
10.6K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.01K- 29.66% |
$118K - $133K
|
11.9K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.07K- 6.55% |
$120K - $134K
|
72.4K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 19.48% |
$158K - $177K
|
27.7K
$843K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.78K- 23.56% |
$160K - $179K
|
22K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.81K- 99.91% |
$161K - $180K
|
6
$183
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.02K- 3.74% |
$166K - $186K
|
181K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.3K- 19.77% |
$173K - $193K
|
29.6K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-8.82K- 9.27% |
$208K - $233K
|
86.4K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.86K- 1.18% |
$209K - $235K
|
740K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.31K- 33.19% |
$220K - $246K
|
18.7K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10K- 99.92% |
$237K - $265K
|
8
$244
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-10.3K- 3.07% |
$243K - $272K
|
325K
$9.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 8.62% |
$245K - $274K
|
110K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10.6K- 10.25% |
$249K - $279K
|
92.4K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-12K- 1.02% |
$284K - $318K
|
1.16M
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.5K- 12.11% |
$295K - $330K
|
90.6K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-13.5K- 2.58% |
$319K - $357K
|
509K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-13.6K- 4.56% |
$320K - $359K
|
284K
$8.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-14.7K- 12.46% |
$346K - $388K
|
103K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 45.27% |
$361K - $405K
|
18.5K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.3K- 7.82% |
$385K - $431K
|
192K
$5.85M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-17.5K- 4.44% |
$413K - $463K
|
377K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.5K- 8.25% |
$414K - $464K
|
195K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.6K- 4.83% |
$417K - $467K
|
348K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 32.23% |
$430K - $482K
|
38.3K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 18.43% |
$446K - $499K
|
83.5K
$2.54M
|