Purchases and Sales Made in Q4 2024 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$27.9M - $31.3M
|
1.18M
$31.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
363KNew |
$8.57M - $9.6M
|
363K
$9.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
357KNew |
$8.43M - $9.44M
|
357K
$9.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
325K+ 2348.35% |
$7.69M - $8.61M
|
339K
$8.96M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
296KNew |
$6.99M - $7.83M
|
296K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
287KNew |
$6.78M - $7.59M
|
287K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
126K+ 25.33% |
$2.97M - $3.33M
|
623K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
88KNew |
$2.08M - $2.33M
|
88K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.3KNew |
$2.04M - $2.28M
|
86.3K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
62.3KNew |
$1.47M - $1.65M
|
62.3K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.4K+ 0.67% |
$1.24M - $1.39M
|
7.88M
$208M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
50.3K+ 518.8% |
$1.19M - $1.33M
|
60K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.7KNew |
$1.13M - $1.26M
|
47.7K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41KNew |
$968K - $1.08M
|
41K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
32.5K+ 47.38% |
$767K - $859K
|
101K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.8K+ 19.85% |
$751K - $841K
|
192K
$5.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30.9K+ 149.25% |
$730K - $818K
|
51.6K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 11.06% |
$607K - $680K
|
258K
$6.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
13.1KNew |
$310K - $347K
|
13.1K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.5K+ 2.22% |
$271K - $303K
|
527K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.6KNew |
$227K - $254K
|
9.6K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
9.09KNew |
$215K - $240K
|
9.09K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.51K+ 135.48% |
$201K - $225K
|
14.8K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.43KNew |
$199K - $223K
|
8.43K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.48K+ 79.13% |
$177K - $198K
|
16.9K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.21K+ 6.67% |
$147K - $164K
|
99.2K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.5KNew |
$106K - $119K
|
4.5K
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.87K+ 24.16% |
$91.4K - $102K
|
19.9K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69K+ 17.17% |
$63.6K - $71.2K
|
18.4K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 6.8% |
$56.4K - $63.2K
|
37.5K
$990K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.21K+ 17.33% |
$52.2K - $58.4K
|
14.9K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.2KNew |
$52K - $58.2K
|
2.2K
$58.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.85K+ 2.23% |
$43.7K - $49K
|
84.8K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 9.19% |
$43.6K - $48.8K
|
21.9K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.44K+ 5.98% |
$34K - $38.1K
|
25.5K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 4.55% |
$32.3K - $36.1K
|
31.4K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.2K+ 25.32% |
$28.4K - $31.8K
|
5.94K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
975+ 0.74% |
$23K - $25.8K
|
132K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
918New |
$21.7K - $24.3K
|
918
$24.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
569+ 3.0% |
$13.4K - $15.1K
|
19.5K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550+ 6.6% |
$13K - $14.6K
|
8.88K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
520+ 0.49% |
$12.3K - $13.8K
|
107K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
400New |
$9.45K - $10.6K
|
400
$10.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
350+ 1.07% |
$8.27K - $9.26K
|
32.9K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$4.73K - $5.29K
|
200
$5.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
189+ 0.67% |
$4.47K - $5K
|
28.3K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
100+ 0.92% |
$2.36K - $2.65K
|
10.9K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
85+ 1.28% |
$2.01K - $2.25K
|
6.73K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$23.6 - $26.5
|
1
$26.4
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.02% |
$70.9 - $79.4
|
13.4K
$353K
|