Latest Institutional Purchases of Sprott Physical Gold Trust (PHYS)
This list provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
860+ 0.21% |
$15.6K - $17.8K
|
412K
$8.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
805New |
$14.6K - $16.7K
|
805
$16.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
775+ 0.29% |
$14K - $16.1K
|
270K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
713New |
$12.9K - $14.8K
|
713
$14.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
712+ 1.15% |
$12.9K - $14.8K
|
62.8K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
703+ 3.11% |
$12.7K - $14.6K
|
23.3K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700+ 10.89% |
$12.7K - $14.5K
|
7.13K
$149K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
700+ 1.63% |
$12.7K - $14.5K
|
43.7K
$911K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
622New |
$11.3K - $12.9K
|
622
$13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
615+ 9.8% |
$11.1K - $12.7K
|
6.89K
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
550+ 1.35% |
$9.97K - $11.4K
|
41.2K
$858K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
511+ 3.15% |
$9.26K - $10.6K
|
16.8K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 7.16% |
$9.06K - $10.4K
|
7.49K
$156K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
500+ 1.45% |
$9.06K - $10.4K
|
35K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
452+ 3.76% |
$8.19K - $9.37K
|
12.5K
$260K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
397+ 0.49% |
$7.19K - $8.23K
|
82.1K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300+ 100.0% |
$5.44K - $6.22K
|
600
$12.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
250+ 2.24% |
$4.53K - $5.18K
|
11.4K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
202+ 0.59% |
$3.66K - $4.19K
|
34.7K
$723K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 7.14% |
$3.62K - $4.14K
|
3K
$62.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
167New |
$3.03K - $3.46K
|
167
$3.48K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
150+ 0.93% |
$2.72K - $3.11K
|
16.3K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 681.82% |
$2.72K - $3.11K
|
172
$3.58K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$2.27K - $2.59K
|
125
$2.61K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125+ 0.16% |
$2.27K - $2.59K
|
80.5K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
106+ 2.12% |
$1.92K - $2.2K
|
5.11K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$1.81K - $2.07K
|
100
$2.08K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98+ 12.84% |
$1.78K - $2.03K
|
861
$17.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
96+ 0.05% |
$1.74K - $1.99K
|
207K
$4.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63+ 0.46% |
$1.14K - $1.31K
|
13.7K
$286K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 5.56% |
$906 - $1.04K
|
950
$19.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 0.35% |
$761 - $870
|
12K
$249K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
955K+ 16.02% |
$16.7M - $18M
|
6.92M
$144M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
79.6K+ 35.14% |
$1.39M - $1.5M
|
306K
$6.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
57.6K+ 40.45% |
$1.01M - $1.09M
|
200K
$4.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50.9KNew |
$890K - $961K
|
50.9K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
49.7KNew |
$868K - $937K
|
49.7K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.8KNew |
$643K - $694K
|
36.8K
$767K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
35.8KNew |
$626K - $676K
|
35.8K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
34.4KNew |
$601K - $649K
|
34.4K
$717K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.8KNew |
$538K - $580K
|
30.8K
$641K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25.2KNew |
$440K - $474K
|
25.2K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
23.9KNew |
$417K - $450K
|
23.9K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$388K - $419K
|
22.2K
$463K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
21.5KNew |
$376K - $405K
|
21.5K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.4KNew |
$357K - $385K
|
20.4K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.2K+ 17.31% |
$336K - $363K
|
130K
$2.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
18.3K+ 59.98% |
$320K - $346K
|
48.9K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
18K+ 163.64% |
$315K - $339K
|
29K
$604K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16K+ 41.5% |
$279K - $301K
|
54.5K
$1.14M
|
|