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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.83KNew |
$120K - $137K
|
5.83K
$154K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.97K+ 30.13% |
$81.4K - $92.9K
|
17.1K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.5K- 0.51% |
$51.3K - $58.6K
|
483K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.92% |
$33.3K - $38.1K
|
25.1K
$662K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 4.25% |
$34.4K - $39.2K
|
41.1K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$4.1K - $4.69K
|
200
$5.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.8KNew |
$263K - $300K
|
12.8K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18K+ 23690.79% |
$369K - $422K
|
18.1K
$478K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 14.0% |
$35.8K - $40.9K
|
10.7K
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-250- 1.02% |
$5.13K - $5.86K
|
24.3K
$640K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
9.33KNew |
$191K - $218K
|
9.33K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
670New |
$13.7K - $15.7K
|
670
$17.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.83KNew |
$58K - $66.2K
|
2.83K
$74.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.15KNew |
$188K - $214K
|
9.15K
$242K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.7KNew |
$260K - $297K
|
12.7K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2K- 97.94% |
$41K - $46.9K
|
42
$1.11K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-350- 1.4% |
$7.18K - $8.2K
|
24.6K
$650K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79.7K- 32.74% |
$1.63M - $1.87M
|
164K
$4.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $23.4K
|
1K
$26.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
300New |
$6.16K - $7.03K
|
300
$7.92K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-795- 14.28% |
$16.3K - $18.6K
|
4.77K
$126K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-5.94K- 11.29% |
$122K - $139K
|
46.7K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2KNew |
$41K - $46.9K
|
2K
$52.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-2.32K- 6.95% |
$47.6K - $54.4K
|
31.1K
$820K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
9.5KNew |
$195K - $223K
|
9.5K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$30.8K - $35.1K
|
1.5K
$39.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$308 - $351
|
15
$396
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
375New |
$7.7K - $8.79K
|
375
$9.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-110- 0.65% |
$2.26K - $2.58K
|
16.9K
$447K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
867+ 9.67% |
$17.8K - $20.3K
|
9.83K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.21KNew |
$127K - $145K
|
6.21K
$164K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-14.4K- 5.64% |
$294K - $336K
|
240K
$6.34M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.17K- 39.31% |
$21.2K - $23.9K
|
1.81K
$47.8K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
900New |
$16.3K - $18.3K
|
900
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
250New |
$4.52K - $5.09K
|
250
$6.6K
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
563KNew |
$10.2M - $11.5M
|
563K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$21.6K - $24.3K
|
1.19K
$31.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 0.86% |
$18.1K - $20.3K
|
115K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 300.27% |
$2.08M - $2.34M
|
153K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 2.02% |
$80.1K - $90.1K
|
223K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
26.2KNew |
$474K - $534K
|
26.2K
$693K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-850- 2.38% |
$15.4K - $17.3K
|
34.8K
$919K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.9K- 55.66% |
$287K - $322K
|
12.6K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 10.0% |
$904 - $1.02K
|
450
$11.9K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18KNew |
$326K - $366K
|
18K
$476K
|
|
|
May 07, 2024
Q1 2024
|
Fore Capital, LLC
|
BUY
|
- |
110KNew |
$1.99M - $2.24M
|
110K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 6.67% |
$1.81K - $2.03K
|
1.4K
$37K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-1.85K- 8.25% |
$33.4K - $37.6K
|
20.6K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-7.3K- 36.68% |
$132K - $148K
|
12.6K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-21.4K- 68.6% |
$388K - $436K
|
9.82K
$259K
|
|