Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.52K
+ 2.98%
$116K - $130K
225K $6.08M
Aug 14, 2023 Q2 2023
Elequin Capital LP

New York, NY
BUY
 -
6.45K
+ 434.66%
$115K - $128K
7.93K $214K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
6.22K
+ 3.19%
$111K - $124K
201K $5.42M
Jul 13, 2023 Q2 2023
Green Square Capital Advisors LLC

BUY
 -
6.13K
+ 10.59%
$110K - $122K
64K $1.73M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.7K
+ 40.17%
$102K - $113K
19.9K $537K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
5.5K
+ 2.0%
$98.3K - $109K
280K $7.57M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.92K
+ 40.45%
$87.9K - $97.9K
17.1K $461K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.77K
+ 11.57%
$85.2K - $95K
46K $1.24M
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

BUY
 -
4.65K
+ 28.25%
$83K - $92.5K
21.1K $569K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
4.28K
+ 131.94%
$76.4K - $85.1K
7.52K $203K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.19K
+ 2.75%
$56.9K - $63.4K
119K $3.21M
Aug 14, 2023 Q2 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
2.72K
+ 3.62%
$48.7K - $54.2K
78K $2.11M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.55K
+ 6.9%
$45.5K - $50.7K
39.4K $1.06M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.31K
+ 1.17%
$41.2K - $46K
200K $5.39M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
2.3K
+ 395.19%
$41.1K - $45.8K
2.88K $77.8K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.21K
+ 9.25%
$39.5K - $44K
26.1K $704K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2.16K
+ 23.86%
$38.6K - $43K
11.2K $303K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.91K
+ 5.98%
$34.1K - $38K
33.9K $914K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
1.9K
+ 1.23%
$34K - $37.9K
157K $4.22M
Aug 08, 2023 Q2 2023
Pekin Hardy Strauss, Inc.

BUY
 -
1.71K
+ 0.35%
$30.6K - $34K
493K $13.3M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
1.59K
+ 3.92%
$28.5K - $31.7K
42.3K $1.14M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.51K
+ 0.23%
$27K - $30K
666K $18M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
1.28K
+ 9.25%
$22.8K - $25.4K
15.1K $408K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.16K
+ 0.99%
$20.8K - $23.2K
119K $3.22M
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1.16K
+ 4.65%
$20.8K - $23.1K
26.2K $706K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
1.16K
+ 1.72%
$20.7K - $23.1K
68.4K $1.85M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.09K
+ 4.59%
$19.4K - $21.6K
24.7K $667K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
1.04K
+ 12.33%
$18.7K - $20.8K
9.51K $257K
Aug 10, 2023 Q2 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
1.01K
New
$18.1K - $20.2K
1.01K $27.3K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
1K
+ 5.91%
$17.9K - $19.9K
17.9K $483K
Aug 11, 2023 Q2 2023
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
1K
+ 8.84%
$17.9K - $19.9K
12.3K $332K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
992
+ 0.15%
$17.7K - $19.8K
662K $17.9M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
991
+ 0.48%
$17.7K - $19.7K
207K $5.59M
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
750
+ 25.0%
$13.4K - $14.9K
3.75K $101K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
750
+ 25.0%
$13.4K - $14.9K
3.75K $101K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
711
New
$12.7K - $14.2K
711 $19.2K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
707
+ 7.06%
$12.6K - $14.1K
10.7K $289K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
550
+ 1.92%
$9.83K - $11K
29.2K $787K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
500
+ 0.43%
$8.94K - $9.96K
117K $3.15M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
477
+ 1.04%
$8.52K - $9.5K
46.2K $1.25M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
370
+ 0.97%
$6.61K - $7.37K
38.4K $1.04M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
320
New
$5.72K - $6.37K
320 $8.64K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
300
New
$5.36K - $5.97K
300 $8.1K
Jul 20, 2023 Q2 2023
Demars Financial Group, LLC

BUY
 -
206
+ 0.06%
$3.68K - $4.1K
332K $8.96M
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
200
New
$3.57K - $3.98K
200 $5.4K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
200
+ 0.76%
$3.57K - $3.98K
26.4K $712K
Aug 10, 2023 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
88
+ 0.34%
$1.57K - $1.75K
26.2K $706K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
65
+ 0.2%
$1.16K - $1.29K
32.6K $880K
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
9
+ 4.21%
$161 - $179
223 $6.02K

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