Purchases and Sales Made in Q1 2025 in Sprott Physical Platinum & Palladium Trust (SPPP)
This table provides information about the institutional ownership of Sprott Physical Platinum & Palladium Trust (SPPP) during Q1 2025. The information is specifically focused on institutions that hold shares of SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
98.8KNew |
$890K - $982K
|
98.8K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.9K+ 135.01% |
$728K - $804K
|
141K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
67.2KNew |
$605K - $668K
|
67.2K
$801K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43K+ 1870.78% |
$387K - $428K
|
45.3K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
32K+ 7.75% |
$288K - $318K
|
445K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31K+ 130.51% |
$279K - $308K
|
54.7K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.6KNew |
$158K - $175K
|
17.6K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.8KNew |
$124K - $137K
|
13.8K
$164K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.3K+ 41.31% |
$56.7K - $62.6K
|
21.6K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
5KNew |
$45K - $49.7K
|
5K
$59.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4K+ 3.57% |
$36K - $39.8K
|
116K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.57K+ 2.98% |
$23.1K - $25.6K
|
88.9K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 12.93% |
$19.3K - $21.3K
|
18.7K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.34KNew |
$12.1K - $13.3K
|
1.34K
$16K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1KNew |
$9K - $9.94K
|
1K
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1K+ 80.0% |
$9K - $9.94K
|
2.25K
$26.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1K+ 135.14% |
$9K - $9.94K
|
1.74K
$20.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
705+ 0.51% |
$6.35K - $7.01K
|
138K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
550New |
$4.95K - $5.47K
|
550
$6.56K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
409+ 0.34% |
$3.68K - $4.07K
|
121K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 100.0% |
$1.35K - $1.49K
|
300
$3.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
148+ 1.21% |
$1.33K - $1.47K
|
12.4K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
114+ 0.31% |
$1.03K - $1.13K
|
37.3K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
100+ 0.4% |
$900 - $994
|
25.1K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
31New |
$279 - $308
|
31
$370
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-47- 3.98% |
$423 - $467
|
1.13K
$13.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 50.0% |
$1.35K - $1.49K
|
150
$1.79K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 6.37% |
$17.5K - $19.3K
|
28.6K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.49K- 3.86% |
$22.4K - $24.7K
|
61.9K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.47K- 6.19% |
$31.3K - $34.5K
|
52.7K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.96K- 4.03% |
$53.6K - $59.2K
|
142K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 44.19% |
$120K - $132K
|
16.8K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 9.67% |
$164K - $182K
|
171K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-27.9K- 19.54% |
$251K - $277K
|
115K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.8K- 40.04% |
$529K - $584K
|
88K
$1.05M
|