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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 50.0% |
$75.2K - $91.7K
|
2.5K
$97.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.83K+ 10.0% |
$265K - $324K
|
97.1K
$3.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.88KNew |
$177K - $216K
|
5.88K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
100+ 0.87% |
$3.01K - $3.67K
|
11.6K
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-600- 5.67% |
$18K - $22K
|
9.98K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
751+ 1.03% |
$22.6K - $27.6K
|
73.4K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 11.49% |
$670K - $817K
|
172K
$6.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
7.89KNew |
$237K - $289K
|
7.89K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.7K+ 32.75% |
$1.04M - $1.27M
|
141K
$5.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.32K- 10.16% |
$130K - $159K
|
38.2K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-538- 1.87% |
$16.2K - $19.7K
|
28.2K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.24K- 1.53% |
$67.2K - $82.1K
|
144K
$5.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.77K+ 3.36% |
$83.3K - $102K
|
85.1K
$3.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
2.17K+ 0.61% |
$65.2K - $79.6K
|
356K
$13.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.47KNew |
$164K - $201K
|
5.47K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-300- 0.65% |
$9.02K - $11K
|
45.6K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.6KNew |
$198K - $242K
|
6.6K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.96K+ 2.08% |
$209K - $255K
|
342K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.94K- 9.15% |
$88.3K - $108K
|
29.2K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1K+ 7.52% |
$30.1K - $36.7K
|
14.3K
$558K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.19KNew |
$186K - $227K
|
6.19K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-166K- 78.52% |
$4.98M - $6.07M
|
45.3K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5.88K- 0.8% |
$177K - $216K
|
727K
$28.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
SELL
|
- |
-300- 0.84% |
$9.02K - $11K
|
35.6K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-103K- 69.83% |
$3.1M - $3.79M
|
44.6K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-750- 12.71% |
$22.5K - $27.5K
|
5.15K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
99+ 0.23% |
$2.98K - $3.63K
|
43.2K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-50.7K- 68.19% |
$1.52M - $1.86M
|
23.6K
$921K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.42K+ 12.17% |
$72.7K - $88.8K
|
22.3K
$870K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
100KNew |
$3.01M - $3.67M
|
100K
$3.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
6KNew |
$180K - $220K
|
6K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.51KNew |
$196K - $239K
|
6.51K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.51K+ 14.45% |
$45.4K - $55.4K
|
12K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-145- 0.19% |
$4.36K - $5.32K
|
76.3K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.9K+ 7.2% |
$478K - $584K
|
237K
$9.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
604New |
$18.2K - $22.2K
|
604
$23.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6KNew |
$180K - $220K
|
6K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-6.23K- 7.05% |
$187K - $229K
|
82.2K
$3.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-836- 0.21% |
$25.1K - $30.7K
|
402K
$15.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.15K- 37.65% |
$34.6K - $42.3K
|
1.91K
$74.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-300- 1.05% |
$9.02K - $11K
|
28.3K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.09K- 1.63% |
$62.8K - $76.7K
|
126K
$4.92M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-250- 1.99% |
$7.52K - $9.17K
|
12.3K
$480K
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
6.63KNew |
$199K - $243K
|
6.63K
$258K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.85K- 4.72% |
$85.7K - $105K
|
57.5K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
732+ 0.17% |
$22K - $26.9K
|
442K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6KNew |
$180K - $220K
|
6K
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
169KNew |
$5.08M - $6.2M
|
169K
$6.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
793+ 0.95% |
$23.8K - $29.1K
|
84.3K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.9K+ 62.66% |
$1.32M - $1.61M
|
114K
$4.44M
|
|