Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 105
Total Institutional Inflows (last 12 months): $214.98M

Number of Institutional Sellers (last 12 months): 92
Total Institutional Outflows (last 12 months): $48.67M

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CEF Institutional Buying and Selling by Quarter

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Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2024	Sandy Cove Advisors LLC	21,100	$429K	0.2%	+31.1%	0.010%
4/16/2024	Wealth Enhancement Advisory Services LLC	104,196	$2.12M	0.0%	-1.1%	0.048%
4/15/2024	Wealthcare Advisory Partners LLC	38,923	$792K	0.0%	-11.2%	0.018%
4/15/2024	Brookstone Capital Management	226,687	$4.61M	0.1%	+4.2%	0.105%
4/15/2024	Columbia Advisory Partners LLC	27,781	$565K	0.6%	+19.1%	0.013%
2/21/2024	Garde Capital Inc.	7,245	$139K	0.0%	N/A	0.003%
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2/16/2024	Harbour Investments Inc.	5,569	$107K	0.0%	N/A	0.003%
2/14/2024	Stonehage Fleming Financial Services Holdings Ltd	2,118	$41K	0.0%	+109.1%	0.001%
2/12/2024	Burkett Financial Services LLC	2,766	$53K	0.0%	N/A	0.001%
2/12/2024	Stifel Financial Corp	175,057	$3.35M	0.0%	-6.9%	0.081%
2/12/2024	Madden Advisory Services Inc.	17,748	$340K	0.2%	-18.5%	0.008%
2/9/2024	Nations Financial Group Inc. IA ADV	118,626	$2.27M	0.2%	-2.5%	0.055%
2/9/2024	Journey Strategic Wealth LLC	28,481	$545K	0.0%	+37.1%	0.013%
2/9/2024	Wells Fargo & Company MN	692,114	$13.25M	0.0%	+0.5%	0.322%
2/8/2024	Cowen AND Company LLC	164,132	$3.14M	0.7%	-54.9%	0.076%
2/7/2024	Avantax Advisory Services Inc.	62,674	$1.20M	0.0%	-27.9%	0.029%
2/6/2024	Lincoln National Corp	213,920	$4.10M	0.1%	+85.6%	0.100%
2/6/2024	Montis Financial LLC	29,640	$568K	0.3%	-12.4%	0.014%
2/5/2024	Andina Capital Management LLC	47,719	$914K	0.8%	N/A	0.022%
2/5/2024	Shufro Rose & Co. LLC	1,637,836	$31.37M	2.8%	-0.6%	0.762%
2/2/2024	Atria Wealth Solutions Inc.	101,211	$1.94M	0.0%	+15.4%	0.047%
2/1/2024	Marks Group Wealth Management Inc	22,547	$432K	0.0%	-93.9%	0.010%
2/1/2024	Telemus Capital LLC	149,592	$2.87M	0.2%	-7.3%	0.070%
1/29/2024	Simplicity Solutions LLC	6,018,612	$115.26M	3.1%	-3.8%	2.800%
1/25/2024	Bleakley Financial Group LLC	6,019,273	$115.27M	3.7%	-3.7%	2.800%
1/24/2024	Quilter Plc	47,092	$902K	0.0%	-23.5%	0.022%
1/23/2024	Howland Capital Management LLC	869,960	$16.66M	0.9%	-2.2%	0.405%
1/23/2024	UMB Bank n.a.	7,033	$135K	0.0%	-26.0%	0.003%
1/17/2024	J Arnold Wealth Management Co	41,493	$795K	0.3%	+2.7%	0.019%
1/5/2024	CGN Advisors LLC	57,140	$1.09M	0.2%	+9.4%	0.027%
11/21/2023	Tompkins Financial Corp	29,000	$502K	0.1%	-32.2%	0.013%
11/17/2023	Sprott Inc.	788,669	$13.66M	1.1%	-13.2%	0.367%
11/16/2023	Creative Planning	32,867	$569K	0.0%	-51.9%	0.015%
11/14/2023	Bluefin Capital Management LLC	739,486	$12.81M	1.1%	N/A	0.344%
11/14/2023	BOS Asset Management LLC	64,773	$1.12M	0.8%	-17.0%	0.030%
11/13/2023	Stifel Financial Corp	188,016	$3.26M	0.0%	+22.8%	0.087%
11/13/2023	LPL Financial LLC	749,268	$12.98M	0.0%	+12.6%	0.349%
11/13/2023	Cardiff Park Advisors LLC	36,075	$625K	0.1%	-6.7%	0.017%
11/9/2023	Jupiter Asset Management Ltd.	2,344,182	$40.60M	0.4%	-18.1%	1.091%
11/9/2023	Heritage Wealth Advisors	3,000	$52K	0.0%	-20.0%	0.001%
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11/8/2023	Janney Montgomery Scott LLC	254,568	$4.41M	0.0%	+62.6%	0.118%
11/8/2023	Journey Strategic Wealth LLC	20,774	$360K	0.0%	-54.8%	0.010%
11/7/2023	Kellett Wealth Advisors LLC	15,803	$274K	0.2%	N/A	0.007%
11/7/2023	Financial Sense Advisors Inc.	105,734	$1.83M	0.8%	+11.5%	0.049%
11/6/2023	Flputnam Investment Management Co.	47,088	$816K	0.0%	-2.0%	0.022%
11/3/2023	Private Advisor Group LLC	734,667	$12.72M	0.1%	+2.8%	0.342%
11/3/2023	Main Street Financial Solutions LLC	90,595	$1.57M	0.2%	-2.5%	0.042%
11/1/2023	Tower Bridge Advisors	44,000	$762K	0.1%	+7.8%	0.020%
10/26/2023	Park Avenue Securities LLC	20,472	$355K	0.0%	-2.8%	0.010%
10/26/2023	Ruedi Wealth Management Inc.	7,009	$121K	0.1%	+248.9%	0.003%
10/25/2023	Veracity Capital LLC	24,930	$432K	0.2%	-26.9%	0.012%
10/24/2023	J.W. Cole Advisors Inc.	16,759	$290K	0.0%	-6.4%	0.008%
10/24/2023	Raymond James & Associates	665,768	$11.53M	0.0%	-0.3%	0.310%
10/24/2023	Cambridge Investment Research Advisors Inc.	205,074	$3.55M	0.0%	+1.2%	0.095%
10/20/2023	Brookstone Capital Management	213,760	$3.91M	0.1%	-23.8%	0.099%
10/16/2023	Columbia Advisory Partners LLC	24,070	$417K	0.5%	+14.1%	0.011%
10/16/2023	Summit Global Investments	25,054	$434K	0.0%	+3.1%	0.012%
10/11/2023	AE Wealth Management LLC	86,629	$1.50M	0.0%	+8.0%	0.040%
8/21/2023	Osaic Holdings Inc.	950,535	$17.13M	0.0%	+5.6%	0.442%
8/17/2023	Coppell Advisory Solutions LLC	3,995	$72K	0.0%	N/A	0.002%
8/16/2023	Quilter Plc	65,442	$1.18M	0.0%	-11.1%	0.030%
8/15/2023	Equitable Holdings Inc.	159,146	$2.87M	0.0%	-2.3%	0.074%
8/15/2023	Wells Fargo & Company MN	661,725	$11.92M	0.0%	+0.2%	0.308%
8/15/2023	Jaffetilchin Investment Partners LLC	29,458	$531K	0.1%	-7.5%	0.014%
8/15/2023	PYA Waltman Capital LLC	582,239	$10.35M	4.5%	-2.4%	0.271%
8/15/2023	Walleye Capital LLC	11,503	$207K	0.0%	N/A	0.005%
8/15/2023	Captrust Financial Advisors	80,286	$1.45M	0.0%	-2.4%	0.037%
8/15/2023	Royal Bank of Canada	3,730,703	$67.23M	0.0%	+5.1%	1.736%
8/15/2023	Rockefeller Capital Management L.P.	19,890	$358K	0.0%	+40.2%	0.009%
8/15/2023	Stifel Financial Corp	153,082	$2.76M	0.0%	-12.0%	0.071%
8/15/2023	Journey Strategic Wealth LLC	45,959	$828K	0.0%	-25.1%	0.021%
8/15/2023	Boothbay Fund Management LLC	96,472	$1.74M	0.0%	+23.5%	0.045%
8/15/2023	BOS Asset Management LLC	78,009	$1.41M	1.1%	+3.6%	0.036%
8/14/2023	Mercer Global Advisors Inc. ADV	48,387	$872K	0.0%	+18.0%	0.023%
8/14/2023	Stephens Inc. AR	151,207	$2.73M	0.0%	-3.8%	0.070%
8/14/2023	Roberts Glore & Co. Inc. IL	149,021	$2.69M	0.9%	-1.6%	0.069%
8/14/2023	IFP Advisors Inc	66,989	$1.21M	0.1%	+25.3%	0.031%
8/14/2023	Resurgent Financial Advisors LLC	12,000	$216K	0.1%	-14.3%	0.006%
8/14/2023	CSS LLC IL	71,408	$1.29M	0.1%	-12.1%	0.033%
8/14/2023	Bleakley Financial Group LLC	6,241,294	$112.47M	3.5%	+2.1%	2.904%
8/14/2023	Hunting Hill Global Capital LLC	1,050,393	$18.93M	6.1%	-13.3%	0.489%
8/11/2023	Cidel Asset Management Inc.	12,313	$231K	0.0%	+8.8%	0.006%
8/11/2023	Cibc World Market Inc.	370,448	$6.68M	0.0%	+1.9%	0.172%
8/11/2023	Baird Financial Group Inc.	1,296,435	$23.36M	0.1%	-0.1%	0.603%
8/11/2023	Kestra Advisory Services LLC	236,583	$4.26M	0.0%	+97.4%	0.110%
8/11/2023	D.A. Davidson & CO.	34,720	$626K	0.0%	-4.4%	0.016%
8/11/2023	Elgethun Capital Management	7,480	$135K	0.0%	N/A	0.003%
8/11/2023	JPMorgan Chase & Co.	19,598	$353K	0.0%	-86.2%	0.009%
8/11/2023	PNC Financial Services Group Inc.	39,445	$711K	0.0%	+6.9%	0.018%
8/10/2023	Osaic Holdings Inc.	960,662	$17.12M	0.0%	+6.7%	0.447%
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8/10/2023	Commonwealth Equity Services LLC	340,516	$6.14M	0.0%	+2.0%	0.158%
8/10/2023	Intrepid Capital Management Inc.	206,090	$3.71M	3.2%	+11.1%	0.096%
8/10/2023	Jupiter Asset Management Ltd.	2,862,628	$51.59M	0.6%	-0.1%	1.332%
8/10/2023	Private Advisor Group LLC	714,515	$12.93M	0.1%	+1.1%	0.332%
8/10/2023	Cetera Advisors LLC	45,998	$829K	0.0%	+11.6%	0.021%
8/10/2023	Cetera Advisor Networks LLC	225,364	$4.06M	0.0%	+3.0%	0.105%
8/10/2023	Cetera Investment Advisers	141,023	$2.54M	0.0%	+29.2%	0.066%
8/9/2023	Spire Wealth Management	79,260	$1.43M	0.1%	-28.4%	0.037%
8/9/2023	Heritage Wealth Advisors	3,750	$68K	0.0%	+25.0%	0.002%
8/9/2023	Highland Capital Management LLC	28,200	$508K	0.0%	N/A	0.013%

(Data available from 1/1/2016 forward)

CEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CEF shares?: During the previous two years, 252 institutional investors and hedge funds held shares of Sprott Physical Gold and Silver Trust. The most heavily invested institutionals were CENTRAL TRUST Co ($134.73M), Bleakley Financial Group LLC ($115.27M), Simplicity Solutions LLC ($115.26M), Royal Bank of Canada ($67.23M), Morgan Stanley ($44.78M), Jupiter Asset Management Ltd. ($40.60M), and Shufro Rose & Co. LLC ($31.37M).Learn more on CEF's institutional investors.
Which institutional investors have been buying Sprott Physical Gold and Silver Trust stock?: Of the 204 institutional investors that purchased Sprott Physical Gold and Silver Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bleakley Financial Group LLC ($6.24M), Simplicity Solutions LLC ($5.61M), CENTRAL TRUST Co ($3.06M), Private Advisor Group LLC ($1.38M), Beaumont Financial Advisors LLC ($1.24M), Boothbay Fund Management LLC ($1.19M), and Bluefin Capital Management LLC ($739.49K).
How much institutional buying is happening at Sprott Physical Gold and Silver Trust?: Institutional investors have bought a total of 31,670,927 shares in the last 24 months. This purchase volume represents approximately $347.66M in transactions.

Which Sprott Physical Gold and Silver Trust major shareholders have been selling company stock?: Of the 163 institutional investors that sold Sprott Physical Gold and Silver Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($7.06M), Jupiter Asset Management Ltd. ($1.40M), Boothbay Fund Management LLC ($1.19M), Rivernorth Capital Management LLC ($612.80K), Shufro Rose & Co. LLC ($511.72K), Ameriprise Financial Inc. ($507.92K), and Baird Financial Group Inc. ($433.63K).
How much institutional selling is happening at Sprott Physical Gold and Silver Trust?: Institutional investors have sold a total of 18,415,838 shares in the last 24 months. This volume of shares sold represents approximately $228.02M in transactions.

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This page (NYSEAMERICAN:CEF) was last updated on 4/19/2024 by MarketBeat.com Staff

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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

CEF Institutional Buying and Selling by Quarter

Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History

CEF Institutional Ownership - Frequently Asked Questions

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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

CEF Institutional Buying and Selling by Quarter

Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History

CEF Institutional Ownership - Frequently Asked Questions