Purchases and Sales Made in Q4 2023 in Sprott Physical Silver Trust (PSLV)
This table provides information about the institutional ownership of Sprott Physical Silver Trust (PSLV) during Q4 2023. The information is specifically focused on institutions that hold shares of Sprott Physical Silver Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
19.3KNew |
$138K - $166K
|
19.3K
$196K
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
17.1K+ 4.41% |
$122K - $147K
|
405K
$4.11M
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
15.5KNew |
$111K - $133K
|
15.5K
$157K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15KNew |
$107K - $129K
|
15K
$152K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
13.8KNew |
$98.5K - $119K
|
13.8K
$140K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.4K+ 100.0% |
$95.9K - $115K
|
26.9K
$272K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
13.4K+ 35.16% |
$95.7K - $115K
|
51.5K
$523K
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.2K+ 18.14% |
$94.1K - $113K
|
85.9K
$871K
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.9K+ 4.27% |
$92.1K - $111K
|
315K
$3.2M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 69.88% |
$91K - $110K
|
31K
$314K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$84.1K - $101K
|
11.8K
$119K
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.7KNew |
$76.4K - $92K
|
10.7K
$108K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 20.29% |
$74.8K - $90.1K
|
62.1K
$630K
|
|
Feb 14, 2024
Q4 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
8.85K+ 2.26% |
$63.2K - $76.1K
|
400K
$4.05M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.19K+ 1.65% |
$51.4K - $61.9K
|
444K
$4.5M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7K+ 4.21% |
$50K - $60.2K
|
173K
$1.76M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.49KNew |
$46.4K - $55.8K
|
6.49K
$65.8K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.09K+ 1.42% |
$43.5K - $52.3K
|
434K
$4.4M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
5.72KNew |
$40.8K - $49.1K
|
5.72K
$58K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.15K+ 11.27% |
$36.8K - $44.3K
|
50.9K
$516K
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.02K+ 4.49% |
$35.8K - $43.2K
|
117K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.8KNew |
$34.3K - $41.3K
|
4.8K
$48.7K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.93K+ 0.28% |
$28.1K - $33.8K
|
1.43M
$14.5M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.85K+ 12.23% |
$27.5K - $33.1K
|
35.3K
$358K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.84K+ 24.24% |
$27.4K - $33K
|
19.7K
$199K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.58K+ 0.57% |
$25.6K - $30.8K
|
630K
$6.38M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3K+ 28.3% |
$21.4K - $25.8K
|
13.6K
$138K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.75K+ 1.62% |
$19.6K - $23.6K
|
172K
$1.75M
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.65K+ 8.09% |
$18.9K - $22.8K
|
35.4K
$359K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.55K+ 1.2% |
$18.2K - $21.9K
|
214K
$2.17M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.41K+ 1.88% |
$17.2K - $20.7K
|
130K
$1.32M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.41K+ 16.15% |
$17.2K - $20.7K
|
17.3K
$175K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.4K+ 3.76% |
$17.1K - $20.6K
|
66.1K
$671K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 0.77% |
$15.8K - $19K
|
290K
$2.94M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.01K+ 1403.5% |
$14.3K - $17.3K
|
2.15K
$21.8K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2K+ 66.67% |
$14.3K - $17.2K
|
5K
$50.7K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2K+ 3.6% |
$14.3K - $17.2K
|
57.6K
$584K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.75K+ 0.65% |
$12.5K - $15K
|
272K
$2.76M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.7K+ 11.11% |
$12.1K - $14.6K
|
17K
$172K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 13.97% |
$10.1K - $12.2K
|
11.6K
$117K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 2.67% |
$8.57K - $10.3K
|
46.2K
$469K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.14K+ 3.54% |
$8.15K - $9.81K
|
33.4K
$339K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.05K+ 2.65% |
$7.5K - $9.03K
|
40.6K
$412K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1K+ 285.71% |
$7.14K - $8.6K
|
1.35K
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 2.24% |
$7.14K - $8.6K
|
45.7K
$464K
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
925+ 5.16% |
$6.6K - $7.96K
|
18.9K
$191K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
900+ 3.6% |
$6.43K - $7.74K
|
25.9K
$263K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
552New |
$3.94K - $4.75K
|
552
$5.6K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500New |
$3.57K - $4.3K
|
500
$5.07K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
397New |
$2.83K - $3.41K
|
397
$4.03K
|