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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$110K - $130K
|
14.5K
$186K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1KNew |
$7.63K - $8.97K
|
1K
$12.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
20K+ 30.77% |
$153K - $179K
|
85K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.1K- 51.89% |
$84.4K - $99.2K
|
10.3K
$132K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1K+ 2.22% |
$7.63K - $8.97K
|
46K
$591K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$87.3K - $103K
|
11.4K
$147K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.49K- 14.1% |
$19K - $22.3K
|
15.1K
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.4KNew |
$48.8K - $57.4K
|
6.4K
$82.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$1.14K - $1.35K
|
150
$1.93K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
11.3KNew |
$86K - $101K
|
11.3K
$145K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$91.6K - $108K
|
12K
$154K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.8KNew |
$13.7K - $16.1K
|
1.8K
$23.1K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$136K - $160K
|
17.9K
$230K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-192- 6.36% |
$1.46K - $1.72K
|
2.83K
$36.3K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10KNew |
$76.4K - $89.8K
|
10K
$129K
|
|
| Q1 2023 | |||||||
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.48KClosed |
$17K - $20.6K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500New |
$3.43K - $4.17K
|
500
$6.43K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.1K+ 31.48% |
$28.1K - $34.2K
|
17.1K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.85KNew |
$26.4K - $32.1K
|
3.85K
$49.4K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12.6K- 48.22% |
$86.6K - $105K
|
13.6K
$174K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
18KNew |
$123K - $150K
|
18K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10K+ 45.45% |
$68.6K - $83.4K
|
32K
$411K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34KNew |
$233K - $284K
|
34K
$437K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
19.1KNew |
$131K - $159K
|
19.1K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.24KNew |
$29.1K - $35.3K
|
4.24K
$54.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$6.86K - $8.34K
|
1K
$12.9K
|
|
| Q4 2022 | |||||||
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
522New |
$3.32K - $4.32K
|
522
$6.71K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1K- 8.29% |
$77K - $100K
|
134K
$1.72M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.3KClosed |
$84.6K - $110K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-17.3K- 63.37% |
$110K - $143K
|
10K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1K+ 2.27% |
$6.36K - $8.28K
|
45.1K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$636 - $828
|
100
$1.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4KNew |
$25.4K - $33.1K
|
4K
$51.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.28MNew |
$14.5M - $18.9M
|
2.28M
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12.5KNew |
$79.5K - $104K
|
12.5K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.5KNew |
$73.1K - $95.2K
|
11.5K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.49KNew |
$9.45K - $12.3K
|
1.49K
$19.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
150KNew |
$954K - $1.24M
|
150K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10.3KNew |
$65.5K - $85.3K
|
10.3K
$132K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
33.4KNew |
$213K - $277K
|
33.4K
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
500New |
$3.18K - $4.14K
|
500
$6.43K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
5.5K+ 3.16% |
$35K - $45.5K
|
179K
$2.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-87- 0.58% |
$553 - $720
|
14.9K
$191K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
125New |
$795 - $1.04K
|
125
$1.61K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
612New |
$3.89K - $5.07K
|
612
$7.86K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
26.6KNew |
$169K - $220K
|
26.6K
$342K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
38.8KNew |
$247K - $322K
|
38.8K
$499K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-70- 0.33% |
$445 - $580
|
21.3K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
369New |
$2.35K - $3.06K
|
369
$4.74K
|
|