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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-12K- 1.02% |
$284K - $318K
|
1.16M
$30.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-100- 0.84% |
$2.36K - $2.65K
|
11.8K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.6K- 8.82% |
$864K - $968K
|
378K
$9.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.24K- 0.83% |
$29.2K - $32.7K
|
148K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.7KNew |
$1.13M - $1.26M
|
47.7K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41KNew |
$968K - $1.08M
|
41K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.6KNew |
$227K - $254K
|
9.6K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10.6K- 10.25% |
$249K - $279K
|
92.4K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78.4K- 27.71% |
$1.85M - $2.07M
|
204K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 10.54% |
$54.3K - $60.9K
|
19.5K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
50.3K+ 518.8% |
$1.19M - $1.33M
|
60K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$27.9M - $31.3M
|
1.18M
$31.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
400New |
$9.45K - $10.6K
|
400
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-25.2K- 52.41% |
$596K - $668K
|
22.9K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-400- 1.67% |
$9.45K - $10.6K
|
23.5K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2K- 4.3% |
$47.3K - $52.9K
|
44.5K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-14.7K- 12.46% |
$346K - $388K
|
103K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.5KNew |
$106K - $119K
|
4.5K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
88KNew |
$2.08M - $2.33M
|
88K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$23.6 - $26.5
|
1
$26.4
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-946- 2.02% |
$22.4K - $25K
|
45.9K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.51K+ 135.48% |
$201K - $225K
|
14.8K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.21K+ 6.67% |
$147K - $164K
|
99.2K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.2K+ 25.32% |
$28.4K - $31.8K
|
5.94K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-104K- 13.11% |
$2.45M - $2.75M
|
688K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
9.09KNew |
$215K - $240K
|
9.09K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-985- 0.39% |
$23.3K - $26.1K
|
251K
$6.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.6K- 16.99% |
$61.4K - $68.8K
|
12.7K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.85K+ 2.23% |
$43.7K - $49K
|
84.8K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 5.76% |
$23.6K - $26.5K
|
16.4K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-13.5K- 2.58% |
$319K - $357K
|
509K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.59K- 53.18% |
$37.6K - $42.1K
|
1.4K
$37K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
357KNew |
$8.43M - $9.44M
|
357K
$9.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.53K- 0.56% |
$59.8K - $67K
|
449K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.6K- 4.83% |
$417K - $467K
|
348K
$9.19M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 4.55% |
$32.3K - $36.1K
|
31.4K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 32.23% |
$430K - $482K
|
38.3K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-450- 6.44% |
$10.6K - $11.9K
|
6.54K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
62.3KNew |
$1.47M - $1.65M
|
62.3K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
296KNew |
$6.99M - $7.83M
|
296K
$7.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 8.62% |
$245K - $274K
|
110K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.38K- 1.6% |
$32.5K - $36.4K
|
84.6K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
350+ 1.07% |
$8.27K - $9.26K
|
32.9K
$870K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
189+ 0.67% |
$4.47K - $5K
|
28.3K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-855- 0.66% |
$20.2K - $22.6K
|
130K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-291- 2.5% |
$6.88K - $7.7K
|
11.4K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 5.65% |
$26K - $29.1K
|
18.4K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30.9K+ 149.25% |
$730K - $818K
|
51.6K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-315K- 92.96% |
$7.45M - $8.35M
|
23.9K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69K+ 17.17% |
$63.6K - $71.2K
|
18.4K
$485K
|