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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-40- 0.38% |
$945 - $1.06K
|
10.6K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-100- 0.23% |
$2.36K - $2.65K
|
42.9K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-100- 0.84% |
$2.36K - $2.65K
|
11.8K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.38% |
$5.01K - $5.61K
|
56K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-291- 2.5% |
$6.88K - $7.7K
|
11.4K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-348- 1.91% |
$8.22K - $9.21K
|
17.9K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-361- 0.47% |
$8.53K - $9.56K
|
77.2K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-364- 0.55% |
$8.6K - $9.64K
|
65.3K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-400- 1.67% |
$9.45K - $10.6K
|
23.5K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-450- 6.44% |
$10.6K - $11.9K
|
6.54K
$173K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-667- 68.98% |
$15.8K - $17.7K
|
300
$7.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-700- 2.48% |
$16.5K - $18.5K
|
27.5K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-727- 39.66% |
$17.2K - $19.2K
|
1.11K
$29.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-750- 2.03% |
$17.7K - $19.9K
|
36.2K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-800- 2.71% |
$18.9K - $21.2K
|
28.7K
$757K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-817- 6.02% |
$19.3K - $21.6K
|
12.8K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-844- 1.51% |
$19.9K - $22.3K
|
55.1K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-855- 0.66% |
$20.2K - $22.6K
|
130K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-946- 2.02% |
$22.4K - $25K
|
45.9K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-985- 0.39% |
$23.3K - $26.1K
|
251K
$6.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 5.76% |
$23.6K - $26.5K
|
16.4K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 5.65% |
$26K - $29.1K
|
18.4K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 8.78% |
$26.5K - $29.6K
|
11.6K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.15K- 2.33% |
$27.2K - $30.4K
|
48.1K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.24K- 0.83% |
$29.2K - $32.7K
|
148K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.38K- 1.6% |
$32.5K - $36.4K
|
84.6K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.46K- 2.43% |
$34.6K - $38.8K
|
58.8K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.49K- 0.41% |
$35.1K - $39.4K
|
363K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.58K- 14.73% |
$37.2K - $41.7K
|
9.12K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.58K- 5.03% |
$37.2K - $41.7K
|
29.8K
$786K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.59K- 53.18% |
$37.6K - $42.1K
|
1.4K
$37K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 16.59% |
$44.9K - $50.3K
|
9.55K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2K- 4.3% |
$47.3K - $52.9K
|
44.5K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 10.54% |
$54.3K - $60.9K
|
19.5K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.42K- 23.25% |
$57.1K - $64K
|
7.98K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.53K- 0.56% |
$59.8K - $67K
|
449K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.6K- 16.99% |
$61.4K - $68.8K
|
12.7K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.83K- 4.05% |
$66.9K - $74.9K
|
67.1K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.07K- 9.81% |
$96.2K - $108K
|
37.4K
$988K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.01K- 29.66% |
$118K - $133K
|
11.9K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.78K- 23.56% |
$160K - $179K
|
22K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.81K- 99.91% |
$161K - $180K
|
6
$158
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.02K- 3.74% |
$166K - $186K
|
181K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-10.3K- 3.07% |
$243K - $272K
|
325K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 8.62% |
$245K - $274K
|
110K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10.6K- 10.25% |
$249K - $279K
|
92.4K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-12K- 1.02% |
$284K - $318K
|
1.16M
$30.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-13.5K- 2.58% |
$319K - $357K
|
509K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-14.7K- 12.46% |
$346K - $388K
|
103K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.6K- 4.83% |
$417K - $467K
|
348K
$9.19M
|