Latest Institutional Transactions on Sprott Physical Silver Trust (PSLV)
This table provides information on the latest institutional transactions involving Sprott Physical Silver Trust (PSLV) 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-60.5K- 48.21% |
$450K - $512K
|
65K
$835K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15.5K- 46.81% |
$115K - $132K
|
17.7K
$227K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.3KNew |
$98.8K - $113K
|
13.3K
$171K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.72K- 10.2% |
$42.5K - $48.4K
|
50.3K
$646K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.5KNew |
$77.9K - $88.9K
|
10.5K
$135K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5K+ 8.68% |
$37.2K - $42.4K
|
62.6K
$804K
|
|
Q4 2023 | |||||||
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-30.8K- 22.25% |
$220K - $264K
|
107K
$1.38M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.49KNew |
$46.4K - $55.8K
|
6.49K
$83.4K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
47.6KNew |
$340K - $410K
|
47.6K
$612K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.6KNew |
$197K - $237K
|
27.6K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.7KNew |
$76.4K - $92K
|
10.7K
$137K
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-37.1K- 45.03% |
$265K - $319K
|
45.3K
$582K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$84.1K - $101K
|
11.8K
$151K
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-2.2K- 4.15% |
$15.7K - $18.9K
|
50.8K
$653K
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-53- 77.94% |
$378 - $456
|
15
$193
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
36.9KNew |
$264K - $318K
|
36.9K
$474K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15KNew |
$107K - $129K
|
15K
$193K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
43.5K+ 16.29% |
$311K - $374K
|
310K
$3.99M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
5.72KNew |
$40.8K - $49.1K
|
5.72K
$73.4K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
21.3KNew |
$152K - $183K
|
21.3K
$273K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.75K- 4.76% |
$26.8K - $32.3K
|
75K
$964K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.84K+ 24.24% |
$27.4K - $33K
|
19.7K
$253K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.55K+ 1.2% |
$18.2K - $21.9K
|
214K
$2.75M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 1.14% |
$1.43K - $1.72K
|
17.4K
$224K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2K+ 66.67% |
$14.3K - $17.2K
|
5K
$64.3K
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-900- 7.2% |
$6.43K - $7.74K
|
11.6K
$149K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 21.76% |
$7.58K - $8.6K
|
5.6K
$71.9K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-189KClosed |
$1.43M - $1.62M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
15.8KNew |
$120K - $136K
|
15.8K
$203K
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-874- 0.68% |
$6.62K - $7.52K
|
128K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
15KNew |
$114K - $129K
|
15K
$193K
|
|
Nov 13, 2023
Q3 2023
|
Armor Advisors, L.L.C.
New York, NY |
SELL
|
- |
-117K- 26.93% |
$885K - $1M
|
317K
$4.07M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5K- 26.27% |
$37.9K - $43K
|
14K
$180K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3KNew |
$22.7K - $25.8K
|
3K
$38.6K
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
11.2KNew |
$85.1K - $96.5K
|
11.2K
$144K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1K- 4.08% |
$7.58K - $8.6K
|
23.5K
$302K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
42KNew |
$318K - $361K
|
42K
$539K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13.6K- 11.92% |
$103K - $117K
|
101K
$1.29M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.61K- 39.17% |
$12.2K - $13.8K
|
2.5K
$32.1K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2K- 12.12% |
$15.2K - $17.2K
|
14.5K
$186K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$7.58K - $8.6K
|
1K
$12.9K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.15K- 18.07% |
$23.9K - $27.1K
|
14.3K
$184K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-10.9KClosed |
$83.4K - $98.1K
|
0
$0
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
42.4KNew |
$324K - $380K
|
42.4K
$545K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650New |
$4.96K - $5.83K
|
650
$8.35K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
21.1K+ 157.48% |
$161K - $189K
|
34.4K
$442K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.1K+ 14.74% |
$16K - $18.8K
|
16.4K
$210K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.5KNew |
$80.2K - $94.3K
|
10.5K
$135K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.7KNew |
$28.2K - $33.2K
|
3.7K
$47.5K
|