Latest Institutional Transactions on Sprott Physical Silver Trust (PSLV)
This table provides information on the latest institutional transactions involving Sprott Physical Silver Trust (PSLV) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1K- 4.08% |
$7.58K - $8.6K
|
23.5K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
42KNew |
$318K - $361K
|
42K
$459K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13.6K- 11.92% |
$103K - $117K
|
101K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
204KNew |
$1.55M - $1.75M
|
204K
$2.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.61K- 39.17% |
$12.2K - $13.8K
|
2.5K
$27.3K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2K- 12.12% |
$15.2K - $17.2K
|
14.5K
$158K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$7.58K - $8.6K
|
1K
$10.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16KNew |
$121K - $138K
|
16K
$175K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.91K- 5.28% |
$22K - $25K
|
52.1K
$569K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.15K- 18.07% |
$23.9K - $27.1K
|
14.3K
$156K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-10.9KClosed |
$83.4K - $98.1K
|
0
$0
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
42.4KNew |
$324K - $380K
|
42.4K
$463K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650New |
$4.96K - $5.83K
|
650
$7.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
21.1K+ 157.48% |
$161K - $189K
|
34.4K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.1K+ 14.74% |
$16K - $18.8K
|
16.4K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.96K- 21.37% |
$37.9K - $44.5K
|
18.3K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.5KNew |
$80.2K - $94.3K
|
10.5K
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.7KNew |
$28.2K - $33.2K
|
3.7K
$40.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$110K - $130K
|
14.5K
$158K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1KNew |
$7.63K - $8.97K
|
1K
$10.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
20K+ 30.77% |
$153K - $179K
|
85K
$929K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.1K- 51.89% |
$84.4K - $99.2K
|
10.3K
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1K+ 2.22% |
$7.63K - $8.97K
|
46K
$503K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$87.3K - $103K
|
11.4K
$125K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.49K- 14.1% |
$19K - $22.3K
|
15.1K
$165K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.4KNew |
$48.8K - $57.4K
|
6.4K
$70K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-334- 50.07% |
$2.55K - $3K
|
333
$3.64K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$1.14K - $1.35K
|
150
$1.64K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.36K+ 12.77% |
$33.3K - $39.1K
|
38.5K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.8KNew |
$13.7K - $16.1K
|
1.8K
$19.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$91.6K - $108K
|
12K
$131K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
11.3KNew |
$86K - $101K
|
11.3K
$123K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125New |
$954 - $1.12K
|
125
$1.37K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$136K - $160K
|
17.9K
$195K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-192- 6.36% |
$1.46K - $1.72K
|
2.83K
$30.9K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10KNew |
$76.4K - $89.8K
|
10K
$109K
|
|
| Q1 2023 | |||||||
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.48KClosed |
$17K - $20.6K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500New |
$3.43K - $4.17K
|
500
$5.47K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.85KNew |
$26.4K - $32.1K
|
3.85K
$42K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.1K+ 31.48% |
$28.1K - $34.2K
|
17.1K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12.6K- 48.22% |
$86.6K - $105K
|
13.6K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
18KNew |
$123K - $150K
|
18K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10K+ 45.45% |
$68.6K - $83.4K
|
32K
$350K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34KNew |
$233K - $284K
|
34K
$372K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
19.1KNew |
$131K - $159K
|
19.1K
$209K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.24KNew |
$29.1K - $35.3K
|
4.24K
$46.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$6.86K - $8.34K
|
1K
$10.9K
|
|
| Q4 2022 | |||||||
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
522New |
$3.32K - $4.32K
|
522
$5.71K
|
|