Latest Institutional Transactions on Sprott Physical Gold & Silver Trust (CEF)

CEF Quotes by TradingView

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
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
10.8K
New
$163K - $183K
10.8K $420K
Oct 31, 2022 Q3 2022
Antonetti Capital Management LLC

SELL
 -
-380
- 65.52%
$5.75K - $6.47K
200 $7.8K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
250
New
$3.78K - $4.26K
250 $9.75K
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

SELL
 -
-778
- 3.33%
$11.8K - $13.2K
22.6K $880K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

SELL
 -
-573
- 32.78%
$8.67K - $9.75K
1.18K $45.8K
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
2.04K
+ 38.51%
$30.8K - $34.7K
7.33K $286K
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
1.01K
New
$15.2K - $17.1K
1.01K $39.2K
Oct 19, 2022 Q3 2022
Fny Investment Advisers, LLC

BUY
 -
4K
New
$60.5K - $68.1K
4K $156K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
685
New
$10.4K - $11.7K
685 $26.7K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
284
New
$4.3K - $4.83K
284 $11.1K
Q2 2022
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
SELL
 -
-16.2K
Closed
$272K - $323K
0 $0
Aug 24, 2022 Q2 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-18K
Closed
$302K - $359K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-304
Closed
$5.11K - $6.07K
0 $0
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-139
- 0.4%
$2.34K - $2.78K
34.5K $1.35M
Aug 15, 2022 Q2 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-8K
- 44.44%
$135K - $160K
10K $390K
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-32.4K
Closed
$544K - $646K
0 $0
Aug 12, 2022 Q2 2022
City Of London Investment Management CO LTD

London, X0
SELL
 -
-160K
Closed
$2.7M - $3.2M
0 $0
Aug 12, 2022 Q2 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
4K
New
$67.3K - $79.9K
4K $156K
Aug 12, 2022 Q2 2022
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-1.75K
Closed
$29.4K - $34.9K
0 $0
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
100
New
$1.68K - $2K
100 $3.9K
Aug 10, 2022 Q2 2022
Schiavi & CO LLC

Wilmington, DE
SELL
 -
-11.9K
Closed
$200K - $237K
0 $0
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-6.77K
- 24.33%
$114K - $135K
21.1K $822K
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-10.1K
Closed
$169K - $201K
0 $0
Aug 09, 2022 Q2 2022
Cowen Investment Management LLC

New York, NY
SELL
 -
-159K
Closed
$2.68M - $3.18M
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-75
Closed
$1.26K - $1.5K
0 $0
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
1.47K
New
$24.8K - $29.4K
1.47K $57.4K
Aug 05, 2022 Q2 2022
Copperwynd Financial, LLC

SELL
 -
-13.5K
Closed
$228K - $270K
0 $0
Aug 05, 2022 Q2 2022
Auxano Advisors, LLC

BUY
 -
1K
+ 7.56%
$16.8K - $20K
14.2K $555K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-2K
Closed
$33.6K - $39.9K
0 $0
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
3.65K
New
$61.4K - $72.9K
3.65K $142K
Aug 01, 2022 Q2 2022
Smith, Salley & Associates

SELL
 -
-18.1K
Closed
$304K - $360K
0 $0
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
250
New
$4.21K - $4.99K
250 $9.75K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
20K
New
$336K - $399K
20K $780K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-500
Closed
$8.41K - $9.99K
0 $0
Jul 15, 2022 Q2 2022
Ota Financial Group L.P.

BUY
 -
37.8K
New
$636K - $755K
37.8K $1.47M
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.7K
New
$28.6K - $33.9K
1.7K $66.3K
Q1 2022
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-8.05K
- 94.06%
$139K - $164K
508 $19.8K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
17.3K
New
$297K - $351K
17.3K $673K
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-24.3K
Closed
$418K - $493K
0 $0
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
200
New
$3.45K - $4.07K
200 $7.8K
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-25.6K
Closed
$442K - $521K
0 $0
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-22.7K
Closed
$391K - $462K
0 $0
May 16, 2022 Q1 2022
Gluskin Sheff & Assoc Inc

Toronto, A6
SELL
 -
-3.47K
- 11.02%
$59.8K - $70.6K
28K $1.09M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-3.04K
Closed
$52.4K - $61.9K
0 $0
May 16, 2022 Q1 2022
Bbr Partners, LLC

New York, NY
SELL
 -
-16K
Closed
$276K - $325K
0 $0
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
60
New
$1.03K - $1.22K
60 $2.34K
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-1.71K
- 13.5%
$29.5K - $34.8K
11K $428K
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

SELL
 -
-27.8K
Closed
$480K - $566K
0 $0
May 11, 2022 Q1 2022
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-18K
Closed
$310K - $365K
0 $0

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