Purchases and Sales Made in Q1 2022 in Sprott Physical Gold & Silver Trust (CEF)

CEF Quotes by TradingView

This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q1 2022. The information is specifically focused on institutions that hold shares of Sprott Physical Gold & Silver Trust.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 27, 2022 Q1 2022
Hunter Perkins Capital Management, LLC

SELL
 -
-4.4K
- 3.3%
$75.9K - $89.5K
129K $3.27M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-4.57K
- 25.59%
$78.8K - $93K
13.3K $337K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-5K
- 5.37%
$86.2K - $102K
88.1K $2.24M
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-5.52K
- 94.78%
$95.1K - $112K
304 $7.71K
May 11, 2022 Q1 2022
Cheviot Value Management, LLC

SELL
 -
-5.77K
- 0.92%
$99.5K - $117K
623K $15.8M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-7.22K
- 17.24%
$124K - $147K
34.6K $879K
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-8K
- 30.8%
$138K - $163K
18K $456K
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-8.05K
- 94.06%
$139K - $164K
508 $12.9K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-8.1K
- 46.35%
$140K - $165K
9.37K $238K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-9.28K
Closed
$160K - $189K
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-9.89K
Closed
$170K - $201K
0 $0
Apr 25, 2022 Q1 2022
Welch & Forbes LLC

SELL
 -
-10.4K
- 23.38%
$179K - $211K
34K $863K
May 04, 2022 Q1 2022
Baker Ellis Asset Management LLC

SELL
 -
-10.6K
Closed
$183K - $216K
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-11.1K
Closed
$192K - $227K
0 $0
May 04, 2022 Q1 2022
Occidental Asset Management, LLC

SELL
 -
-12K
Closed
$207K - $244K
0 $0
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

SELL
 -
-12K
- 20.0%
$207K - $244K
48K $1.22M
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

SELL
 -
-12.4K
Closed
$214K - $252K
0 $0
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-12.5K
Closed
$215K - $253K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-12.7K
- 36.73%
$220K - $259K
21.9K $557K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-13.8K
- 16.79%
$238K - $281K
68.4K $1.74M
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-13.8K
Closed
$238K - $281K
0 $0
Apr 12, 2022 Q1 2022
Stonnington Group, LLC

SELL
 -
-14K
Closed
$241K - $285K
0 $0
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

SELL
 -
-15.9K
- 39.32%
$274K - $324K
24.5K $623K
May 16, 2022 Q1 2022
Bbr Partners, LLC

New York, NY
SELL
 -
-16K
Closed
$276K - $325K
0 $0
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-16.5K
- 13.15%
$284K - $335K
109K $2.76M
May 11, 2022 Q1 2022
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-18K
Closed
$310K - $365K
0 $0
May 16, 2022 Q1 2022
Independent Family Office, LLC

SELL
 -
-20K
Closed
$344K - $406K
0 $0
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-20K
Closed
$345K - $408K
0 $0
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

SELL
 -
-22.2K
Closed
$382K - $451K
0 $0
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-22.7K
Closed
$391K - $462K
0 $0
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-24.1K
Closed
$415K - $489K
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-24.3K
Closed
$418K - $493K
0 $0
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-25.6K
Closed
$442K - $521K
0 $0
May 04, 2022 Q1 2022
Wolverine Asset Management LLC

SELL
 -
-27K
Closed
$465K - $548K
0 $0
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

SELL
 -
-27.8K
Closed
$480K - $566K
0 $0
Aug 05, 2022 Q1 2022
Tevis Investment Management

SELL
 -
-29.9K
- 84.77%
$515K - $608K
5.37K $136K
May 02, 2022 Q1 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-41.9K
Closed
$723K - $853K
0 $0
Apr 18, 2022 Q1 2022
Veracity Capital LLC

SELL
 -
-42.5K
- 38.67%
$733K - $864K
67.4K $1.71M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-44K
- 6.3%
$758K - $895K
654K $16.6M
May 09, 2022 Q1 2022
Marlin Sams Capital Management LLC

New York, NY
SELL
 -
-50K
Closed
$862K - $1.02M
0 $0
Apr 06, 2022 Q1 2022
Telemus Capital, LLC

SELL
 -
-51.6K
- 20.95%
$890K - $1.05M
195K $4.94M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-57.8K
Closed
$997K - $1.18M
0 $0
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

SELL
 -
-68.3K
Closed
$1.18M - $1.39M
0 $0
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-70.4K
- 20.46%
$1.21M - $1.43M
274K $6.94M
May 16, 2022 Q1 2022
Css LLC

Chicago, IL
SELL
 -
-72.2K
Closed
$1.25M - $1.47M
0 $0
May 05, 2022 Q1 2022
Financial Sense Advisors, Inc.

SELL
 -
-72.4K
Closed
$1.25M - $1.47M
0 $0
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-77.1K
Closed
$1.33M - $1.57M
0 $0
Apr 19, 2022 Q1 2022
Ota Financial Group L.P.

SELL
 -
-85.5K
Closed
$1.47M - $1.74M
0 $0
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-87.6K
- 33.48%
$1.51M - $1.78M
174K $4.41M

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