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 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-458- 1.21% |
$10.8K - $12.1K
|
37.3K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 16.41% |
$252K - $282K
|
75.7K
$2.09M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
767+ 2.98% |
$18.1K - $20.3K
|
26.5K
$731K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.4KNew |
$482K - $540K
|
20.4K
$563K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-137K- 47.11% |
$3.23M - $3.62M
|
154K
$4.24M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 10.87% |
$46.1K - $51.6K
|
16K
$441K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.09K+ 5.89% |
$25.8K - $28.9K
|
19.6K
$541K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.04K+ 1.49% |
$95.5K - $107K
|
276K
$7.62M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
9.4KNew |
$222K - $249K
|
9.4K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 0.61% |
$51.6K - $57.8K
|
358K
$9.88M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
887New |
$21K - $23.5K
|
887
$24.5K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
564+ 1.17% |
$13.3K - $14.9K
|
48.8K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.8K+ 15.39% |
$611K - $684K
|
194K
$5.35M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-110K- 16.27% |
$2.59M - $2.9M
|
564K
$15.6M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.65K- 2.77% |
$62.6K - $70.1K
|
92.8K
$2.56M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.5K+ 22.48% |
$484K - $542K
|
112K
$3.08M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
36.1KNew |
$852K - $954K
|
36.1K
$995K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-8.82K- 9.27% |
$208K - $233K
|
86.4K
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.91M+ 2039.41% |
$45M - $50.5M
|
2M
$55.2M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.07K- 6.55% |
$120K - $134K
|
72.4K
$2M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152+ 2.19% |
$3.59K - $4.02K
|
7.1K
$196K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-388- 3.83% |
$9.17K - $10.3K
|
9.74K
$269K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.3K- 7.82% |
$385K - $431K
|
192K
$5.3M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74.6K- 86.42% |
$1.76M - $1.98M
|
11.7K
$324K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
32.3KNew |
$763K - $855K
|
32.3K
$892K
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-995- 1.24% |
$23.5K - $26.3K
|
79.3K
$2.19M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.5KNew |
$201K - $225K
|
8.5K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
900+ 3.71% |
$21.3K - $23.8K
|
25.2K
$694K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-17.5K- 4.44% |
$413K - $463K
|
377K
$10.4M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 128.15% |
$5.69M - $6.38M
|
429K
$11.8M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.5K- 8.25% |
$414K - $464K
|
195K
$5.38M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.5K- 7.45% |
$1.69M - $1.89M
|
888K
$24.5M
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.21K+ 0.52% |
$28.7K - $32.1K
|
233K
$6.42M
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200+ 0.22% |
$4.73K - $5.29K
|
90.5K
$2.5M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.08% |
$70.9 - $79.4
|
3.56K
$98.2K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
62.8KNew |
$1.48M - $1.66M
|
62.8K
$1.73M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 9.55% |
$28.4K - $31.8K
|
13.8K
$380K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.73KNew |
$206K - $231K
|
8.73K
$241K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.2K- 25.39% |
$1.05M - $1.17M
|
130K
$3.59M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-398K- 41.01% |
$9.41M - $10.5M
|
573K
$15.8M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-750- 3.0% |
$17.7K - $19.9K
|
24.3K
$669K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
12.3KNew |
$290K - $325K
|
12.3K
$338K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
140+ 0.7% |
$3.31K - $3.71K
|
20.2K
$558K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
642+ 0.39% |
$15.2K - $17K
|
164K
$4.53M
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-77.4K- 3.51% |
$1.83M - $2.05M
|
2.13M
$58.8M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100K+ 27.3% |
$2.37M - $2.65M
|
467K
$12.9M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.2K- 13.99% |
$902K - $1.01M
|
235K
$6.48M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-630- 2.14% |
$14.9K - $16.7K
|
28.8K
$795K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.75KNew |
$207K - $232K
|
8.75K
$242K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.85KNew |
$162K - $181K
|
6.85K
$189K
|