Latest Institutional Transactions on Sprott Physical Gold Trust (PHYS)
This table provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$195K - $223K
|
10.7K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.4K+ 5.1% |
$1.49M - $1.71M
|
1.7M
$34.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.17K- 0.96% |
$21.2K - $24.3K
|
121K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 39.12% |
$64.3K - $73.5K
|
12.6K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3.02K- 3.94% |
$54.7K - $62.6K
|
73.7K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
397+ 0.49% |
$7.19K - $8.23K
|
82.1K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.5K+ 40.45% |
$896K - $1.02M
|
172K
$3.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 1.83% |
$18.1K - $20.7K
|
53.7K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.61K+ 160.9% |
$29.2K - $33.3K
|
2.61K
$53.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.76MNew |
$32M - $36.5M
|
1.76M
$36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.88K+ 6.59% |
$143K - $163K
|
127K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-41- 14.8% |
$743 - $850
|
236
$4.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.2KNew |
$185K - $211K
|
10.2K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
950+ 2.86% |
$17.2K - $19.7K
|
34.2K
$698K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
118KNew |
$2.14M - $2.45M
|
118K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-11.3K- 1.35% |
$205K - $234K
|
824K
$16.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
950New |
$17.2K - $19.7K
|
950
$19.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
19.4KNew |
$352K - $403K
|
19.4K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.39K- 20.25% |
$97.7K - $112K
|
21.2K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
167New |
$3.03K - $3.46K
|
167
$3.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
32.8KNew |
$594K - $679K
|
32.8K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 5.68% |
$25.6K - $29.3K
|
23.5K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
700+ 1.63% |
$12.7K - $14.5K
|
43.7K
$891K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.08K+ 15.46% |
$55.8K - $63.8K
|
23K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.9K- 24.94% |
$270K - $309K
|
44.8K
$914K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
712+ 1.15% |
$12.9K - $14.8K
|
62.8K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
775+ 0.29% |
$14K - $16.1K
|
270K
$5.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
37K+ 101.34% |
$671K - $768K
|
73.6K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.71K+ 12.62% |
$49.1K - $56.2K
|
24.2K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.07K- 3.27% |
$91.9K - $105K
|
150K
$3.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-509- 6.51% |
$9.22K - $10.5K
|
7.31K
$149K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-14.7K- 1.6% |
$266K - $304K
|
905K
$18.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.72K- 3.39% |
$158K - $181K
|
248K
$5.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
150+ 0.93% |
$2.72K - $3.11K
|
16.3K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
805New |
$14.6K - $16.7K
|
805
$16.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.72K+ 11.86% |
$176K - $201K
|
91.7K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125+ 0.16% |
$2.27K - $2.59K
|
80.5K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-263- 0.09% |
$4.77K - $5.45K
|
299K
$6.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3.79K+ 749.01% |
$68.7K - $78.5K
|
4.3K
$87.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$94.3K - $108K
|
5.21K
$106K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 11.21% |
$23.6K - $26.9K
|
12.9K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
703+ 3.11% |
$12.7K - $14.6K
|
23.3K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 1.29% |
$131K - $150K
|
554K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 16.21% |
$34.4K - $39.4K
|
9.82K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.19K+ 0.45% |
$21.5K - $24.6K
|
265K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-800- 32.6% |
$14.5K - $16.6K
|
1.65K
$33.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 6.89% |
$2.84M - $3.24M
|
2.43M
$49.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
77.1K+ 1717.95% |
$1.4M - $1.6M
|
81.5K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
9.83K+ 48.72% |
$178K - $204K
|
30K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.66K+ 1.13% |
$66.4K - $75.9K
|
327K
$6.67M
|