Purchases and Sales Made in Q1 2024 in Sprott Fds Tr Uranium Miners E (URNM)
This table provides information about the institutional ownership of Sprott Fds Tr Uranium Miners E (URNM) during Q1 2024. The information is specifically focused on institutions that hold shares of SPROTT FDS TR URANIUM MINERS E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.15K+ 83.36% |
$238K - $301K
|
11.3K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.07KNew |
$234K - $297K
|
5.07K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
BUY
|
- |
4.96K+ 6.19% |
$229K - $290K
|
85K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.91K+ 19.69% |
$227K - $287K
|
29.9K
$1.24M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.8K+ 25.46% |
$222K - $281K
|
23.7K
$979K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.72KNew |
$218K - $276K
|
4.72K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.65KNew |
$215K - $272K
|
4.65K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.6KNew |
$212K - $269K
|
4.6K
$190K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.23KNew |
$195K - $247K
|
4.23K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.17KNew |
$193K - $244K
|
4.17K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 13.17% |
$154K - $195K
|
28.6K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32K+ 15.49% |
$107K - $136K
|
17.3K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.24K+ 30.13% |
$103K - $131K
|
9.66K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2K+ 5.26% |
$92.3K - $117K
|
40K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.83K+ 26.89% |
$84.5K - $107K
|
8.64K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 18.15% |
$80.5K - $102K
|
11.3K
$469K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 14.04% |
$78K - $98.8K
|
13.7K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.59K+ 529.33% |
$73.3K - $92.9K
|
1.89K
$78.1K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 11.03% |
$72.9K - $92.3K
|
15.9K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.57K+ 191.0% |
$72.5K - $91.8K
|
2.39K
$98.9K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.39K+ 3.17% |
$64.4K - $81.5K
|
45.3K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 22.73% |
$62.3K - $78.9K
|
7.29K
$301K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 625.0% |
$46.2K - $58.5K
|
1.16K
$48K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
902+ 10.58% |
$41.6K - $52.7K
|
9.43K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
702+ 5.41% |
$32.4K - $41K
|
13.7K
$566K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
700New |
$32.3K - $40.9K
|
700
$29K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
696+ 2.23% |
$32.1K - $40.7K
|
31.9K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
501+ 2.28% |
$23.1K - $29.3K
|
22.5K
$929K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 6.45% |
$23.1K - $29.2K
|
8.26K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
414+ 9.4% |
$19.1K - $24.2K
|
4.82K
$199K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
325New |
$15K - $19K
|
325
$13.4K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
305+ 5.05% |
$14.1K - $17.8K
|
6.35K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
300New |
$13.9K - $17.5K
|
300
$12.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$13.9K - $17.5K
|
300
$12.4K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
290New |
$13.4K - $17K
|
290
$12K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
262New |
$12.1K - $15.3K
|
262
$10.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180New |
$8.31K - $10.5K
|
180
$7.44K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
178+ 2.92% |
$8.22K - $10.4K
|
6.28K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115+ 34.33% |
$5.31K - $6.72K
|
450
$18.6K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$4.62K - $5.85K
|
100
$4.14K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
78New |
$3.6K - $4.56K
|
78
$3.23K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 9.09% |
$2.31K - $2.92K
|
600
$24.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26New |
$1.2K - $1.52K
|
26
$1.08K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$231 - $292
|
5
$207
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
$92.3 - $117
|
3
$124
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-118- 0.76% |
$5.45K - $6.9K
|
15.5K
$641K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-150- 2.48% |
$6.93K - $8.77K
|
5.9K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-200- 18.18% |
$9.23K - $11.7K
|
900
$37.2K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-288- 5.87% |
$13.3K - $16.8K
|
4.62K
$191K
|