Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8.79K+ 179.64% |
$371K - $443K
|
13.7K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.45KNew |
$357K - $426K
|
8.45K
$350K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.14K+ 185.82% |
$344K - $411K
|
12.5K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.85K+ 57.05% |
$289K - $346K
|
18.9K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.81KNew |
$287K - $343K
|
6.81K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.49K+ 71.07% |
$274K - $327K
|
15.6K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
6.43K+ 306.29% |
$271K - $324K
|
8.53K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.41KNew |
$270K - $323K
|
6.41K
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6.39K+ 7.26% |
$270K - $322K
|
94.4K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.37KNew |
$269K - $321K
|
6.37K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.23K+ 18.21% |
$263K - $314K
|
40.4K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.1K+ 580.95% |
$258K - $308K
|
7.15K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.94KNew |
$251K - $300K
|
5.94K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.61KNew |
$237K - $283K
|
5.61K
$233K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.17KNew |
$218K - $261K
|
5.17K
$214K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$211K - $252K
|
5K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5K+ 50.0% |
$211K - $252K
|
15K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.86K+ 388.48% |
$205K - $245K
|
6.11K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$199K - $238K
|
4.71K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.41KNew |
$186K - $222K
|
4.41K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.4K+ 21.4% |
$186K - $222K
|
25K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.31K+ 231.29% |
$182K - $217K
|
6.17K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.77K+ 28.4% |
$159K - $190K
|
17K
$707K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.25K+ 2.71% |
$137K - $164K
|
123K
$5.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.9K+ 6.28% |
$122K - $146K
|
49.1K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.47K+ 9.24% |
$104K - $125K
|
29.2K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.19K+ 31.56% |
$92.4K - $110K
|
9.12K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.1KNew |
$88.7K - $106K
|
2.1K
$87K
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
BUY
|
- |
2.08K+ 2.66% |
$87.6K - $105K
|
80.1K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.83K+ 78.48% |
$77.4K - $92.5K
|
4.17K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.71K+ 3.37% |
$72.1K - $86.2K
|
52.4K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 18.28% |
$62.7K - $74.9K
|
9.6K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.48KNew |
$62.3K - $74.5K
|
1.48K
$61.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.4K+ 1.74% |
$59K - $70.5K
|
81.5K
$3.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.25K+ 26.1% |
$52.8K - $63.1K
|
6.04K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.22K+ 24.22% |
$51.3K - $61.3K
|
6.23K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.19K+ 32.16% |
$50.4K - $60.2K
|
4.9K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 6.67% |
$50K - $59.7K
|
18.9K
$785K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.13K+ 22.18% |
$47.6K - $56.9K
|
6.21K
$258K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.13K+ 22.18% |
$47.6K - $56.9K
|
6.21K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.1KNew |
$46.4K - $55.5K
|
1.1K
$45.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.09K+ 22.04% |
$46.1K - $55.1K
|
6.05K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
896+ 2.08% |
$37.8K - $45.2K
|
43.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
751+ 29.49% |
$31.7K - $37.9K
|
3.3K
$137K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
725New |
$30.6K - $36.6K
|
725
$30.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
355+ 4.8% |
$15K - $17.9K
|
7.76K
$321K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
315New |
$13.3K - $15.9K
|
315
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
315New |
$13.3K - $15.9K
|
315
$13.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$12.7K - $15.1K
|
300
$12.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
284New |
$12K - $14.3K
|
284
$11.8K
|