Latest Institutional Transactions on Sprott Physical Gold & Silver Trust (CEF)
This table provides information on the latest institutional transactions involving Sprott Physical Gold & Silver Trust (CEF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.6K- 4.83% |
$417K - $467K
|
348K
$8.99M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
296KNew |
$6.99M - $7.83M
|
296K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
350+ 1.07% |
$8.27K - $9.26K
|
32.9K
$851K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 4.55% |
$32.3K - $36.1K
|
31.4K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 32.23% |
$430K - $482K
|
38.3K
$989K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-450- 6.44% |
$10.6K - $11.9K
|
6.54K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
62.3KNew |
$1.47M - $1.65M
|
62.3K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
189+ 0.67% |
$4.47K - $5K
|
28.3K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-291- 2.5% |
$6.88K - $7.7K
|
11.4K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 5.65% |
$26K - $29.1K
|
18.4K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30.9K+ 149.25% |
$730K - $818K
|
51.6K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-315K- 92.96% |
$7.45M - $8.35M
|
23.9K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69K+ 17.17% |
$63.6K - $71.2K
|
18.4K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-855- 0.66% |
$20.2K - $22.6K
|
130K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-750- 2.03% |
$17.7K - $19.9K
|
36.2K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
100+ 0.92% |
$2.36K - $2.65K
|
10.9K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
975+ 0.74% |
$23K - $25.8K
|
132K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
13.1KNew |
$310K - $347K
|
13.1K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-364- 0.55% |
$8.6K - $9.64K
|
65.3K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.01K- 29.66% |
$118K - $133K
|
11.9K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-36.4K- 28.63% |
$860K - $963K
|
90.7K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.42K- 23.25% |
$57.1K - $64K
|
7.98K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.58K- 14.73% |
$37.2K - $41.7K
|
9.12K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
32.5K+ 47.38% |
$767K - $859K
|
101K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-146K- 2.66% |
$3.44M - $3.85M
|
5.32M
$138M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.3KNew |
$2.04M - $2.28M
|
86.3K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
520+ 0.49% |
$12.3K - $13.8K
|
107K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.87K+ 24.16% |
$91.4K - $102K
|
19.9K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
287KNew |
$6.78M - $7.59M
|
287K
$7.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.4K+ 0.67% |
$1.24M - $1.39M
|
7.88M
$204M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
85+ 1.28% |
$2.01K - $2.25K
|
6.73K
$174K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-40- 0.38% |
$945 - $1.06K
|
10.6K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-700- 2.48% |
$16.5K - $18.5K
|
27.5K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
918New |
$21.7K - $24.3K
|
918
$23.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
126K+ 25.33% |
$2.97M - $3.33M
|
623K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$4.73K - $5.29K
|
200
$5.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-817- 6.02% |
$19.3K - $21.6K
|
12.8K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-86.9K- 18.44% |
$2.05M - $2.3M
|
384K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-667- 68.98% |
$15.8K - $17.7K
|
300
$7.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.83K- 4.05% |
$66.9K - $74.9K
|
67.1K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.81K- 99.91% |
$161K - $180K
|
6
$155
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550+ 6.6% |
$13K - $14.6K
|
8.88K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.44K+ 5.98% |
$34K - $38.1K
|
25.5K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.48K+ 79.13% |
$177K - $198K
|
16.9K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 8.78% |
$26.5K - $29.6K
|
11.6K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-10.3K- 3.07% |
$243K - $272K
|
325K
$8.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 6.8% |
$56.4K - $63.2K
|
37.5K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.02K- 3.74% |
$166K - $186K
|
181K
$4.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.58K- 5.03% |
$37.2K - $41.7K
|
29.8K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-361- 0.47% |
$8.53K - $9.56K
|
77.2K
$1.99M
|