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 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.49K- 0.41% |
$35.1K - $39.4K
|
363K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
363KNew |
$8.57M - $9.6M
|
363K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
569+ 3.0% |
$13.4K - $15.1K
|
19.5K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-100- 0.23% |
$2.36K - $2.65K
|
42.9K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.15K- 2.33% |
$27.2K - $30.4K
|
48.1K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-800- 2.71% |
$18.9K - $21.2K
|
28.7K
$791K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.46K- 2.43% |
$34.6K - $38.8K
|
58.8K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.38% |
$5.01K - $5.61K
|
56K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 9.19% |
$43.6K - $48.8K
|
21.9K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.2KNew |
$52K - $58.2K
|
2.2K
$60.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-844- 1.51% |
$19.9K - $22.3K
|
55.1K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-348- 1.91% |
$8.22K - $9.21K
|
17.9K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 16.59% |
$44.9K - $50.3K
|
9.55K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.43KNew |
$199K - $223K
|
8.43K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 11.06% |
$607K - $680K
|
258K
$7.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.07K- 9.81% |
$96.2K - $108K
|
37.4K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.21K+ 17.33% |
$52.2K - $58.4K
|
14.9K
$412K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
8.55KNew |
$186K - $214K
|
8.55K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
907K+ 1670.47% |
$19.7M - $22.7M
|
961K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$266K - $307K
|
12.2K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.76K- 2.43% |
$59.9K - $69.1K
|
111K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.13K+ 6.04% |
$67.9K - $78.3K
|
54.9K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20.3K- 44.94% |
$441K - $508K
|
24.9K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9KNew |
$195K - $225K
|
9K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 3.03% |
$326K - $376K
|
510K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 2.37% |
$13K - $15K
|
25.9K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
8.65KNew |
$188K - $217K
|
8.65K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 3.7% |
$304 - $351
|
364
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6KNew |
$130K - $150K
|
6K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.3KNew |
$289K - $333K
|
13.3K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-68- 0.27% |
$1.48K - $1.7K
|
25K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.5K+ 14.71% |
$163K - $188K
|
58.5K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4K- 14.94% |
$86.9K - $100K
|
22.8K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.58K- 20.33% |
$34.3K - $39.6K
|
6.19K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 58.98% |
$118K - $136K
|
3.78K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.3KNew |
$376K - $433K
|
17.3K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
720+ 7.42% |
$15.6K - $18K
|
10.4K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
SELL
|
- |
-50K- 24.07% |
$1.09M - $1.25M
|
158K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.9KNew |
$561K - $648K
|
25.9K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45New |
$977 - $1.13K
|
45
$1.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-34.9K- 43.05% |
$758K - $874K
|
46.2K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
8.38KNew |
$182K - $210K
|
8.38K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$231K - $267K
|
10.7K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
9.2KNew |
$200K - $230K
|
9.2K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 4.46% |
$1.22K - $1.4K
|
1.31K
$36.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$35.9K - $41.4K
|
1.65K
$45.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 55.35% |
$235K - $271K
|
30.4K
$839K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
753+ 7.62% |
$16.4K - $18.9K
|
10.6K
$294K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-427- 0.56% |
$9.27K - $10.7K
|
75.9K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.76KNew |
$38.2K - $44.1K
|
1.76K
$48.5K
|
|