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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

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$23.21
+0.75 (+3.34%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$41.59M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$9.29M
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CEF Institutional Buying and Selling by Quarter

Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC1,560,442$31.74M0.0%+24.4%0.726%
5/16/2024 Ancora Advisors LLC114,910$2.34M0.1%-0.9%0.053%
5/15/2024 Steel Grove Capital Advisors LLC87,341$1.78M0.0%+9.9%0.041%
5/14/2024 CreativeOne Wealth LLC21,133$430K0.0%N/A0.010%
5/13/2024 PYA Waltman Capital LLC600,426$12.21M4.5%+1.0%0.279%
5/13/2024 Rockport Wealth LLC43,137$877K0.3%N/A0.020%
5/11/2024 Resurgent Financial Advisors LLC18,000$366K0.2%+100.0%0.008%
5/11/2024 Beaumont Financial Advisors LLC564,243$11.48M0.9%-0.5%0.262%
5/11/2024 Capital Wealth Alliance LLC121,676$2.48M1.5%+0.4%0.057%
5/10/2024 Osaic Holdings Inc.1,005,071$20.44M0.0%+2.0%0.468%
5/10/2024 TIAA Trust National Association243,298$4.95M0.0%-1.5%0.113%
5/10/2024 Jupiter Asset Management Ltd.1,822,942$37.08M0.4%-9.2%0.848%
5/9/2024 Managed Asset Portfolios LLC1,263,552$25.70M3.7%-7.8%0.588%
5/9/2024 Delta Investment Management LLC106,550$2.17M0.5%-4.4%0.050%
5/8/2024 Richard C. Young & CO. LTD.9,882$201K0.0%N/A0.005%
5/8/2024 Sheets Smith Wealth Management21,898$445K0.0%-15.1%0.010%
5/8/2024 Bleakley Financial Group LLC5,927,612$120.57M3.5%-1.5%2.758%
5/8/2024 Avantax Advisory Services Inc.58,392$1.19M0.0%-6.8%0.027%
5/8/2024 US Bancorp DE45,133$918K0.0%+1.5%0.021%
5/7/2024 Fore Capital LLC110,000$2.24M1.4%N/A0.051%
5/7/2024 BOS Asset Management LLC44,018$895K0.5%-32.3%0.020%
5/7/2024 Advantage Trust Co2,990$61K0.0%-25.1%0.001%
5/7/2024 Oppenheimer & Co. Inc.72,646$1.48M0.0%+15.7%0.034%
5/6/2024 Bard Financial Services Inc.12,600$256K0.0%-36.7%0.006%
5/6/2024 Oxbow Advisors LLC9,900$201K0.0%N/A0.005%
5/4/2024 Howland Capital Management LLC845,607$17.20M0.8%-2.8%0.393%
5/4/2024 Geneos Wealth Management Inc.39,982$813K0.0%-2.9%0.019%
5/3/2024 Larson Financial Group LLC2,042$42K0.0%+4,761.9%0.001%
5/2/2024 Lincoln National Corp113,820$2.32M0.0%-46.8%0.053%
5/2/2024 Almanack Investment Partners LLC.16,451$335K0.1%-6.0%0.008%
5/1/2024 Janney Montgomery Scott LLC161,071$3.28M0.0%-14.2%0.075%
5/1/2024 New Harbor Financial Group LLC364,003$7.40M2.4%-4.9%0.169%
4/30/2024 Private Advisor Group LLC130,045$2.65M0.0%-80.6%0.061%
4/30/2024 J.W. Cole Advisors Inc.14,159$288K0.0%-15.5%0.007%
4/30/2024 Cutter & CO Brokerage Inc.10,360$211K0.1%-60.5%0.005%
4/29/2024Commonwealth Equity Services LLC312,578$6.36M0.0%-5.8%0.145%
4/29/2024 Tower Bridge Advisors13,404$273K0.0%-74.9%0.006%
4/29/2024 Marks Group Wealth Management Inc21,065$428K0.0%-6.6%0.010%
4/27/2024 Kellett Wealth Advisors LLC15,302$311K0.2%-3.2%0.007%
4/26/2024 Guild Investment Management Inc.97,957$1.99M2.5%-0.7%0.046%
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4/26/2024 Latitude Advisors LLC10,825$220K0.1%+4.8%0.005%
4/25/2024 Lodestar Private Asset Management LLC66,199$1.35M0.2%+1.5%0.031%
4/25/2024 Cambridge Investment Research Advisors Inc.486,522$9.90M0.0%+6.4%0.226%
4/24/2024 CENTRAL TRUST Co7,905,114$160.79M4.0%+1.7%3.678%
4/24/2024 Demars Financial Group LLC96,688$1.97M1.0%-4.3%0.045%
4/24/2024 Simplicity Wealth LLC5,922,232$120.46M2.9%N/A2.755%
4/24/2024 Spire Wealth Management97,268$1.98M0.1%+1.9%0.045%
4/23/2024 Nations Financial Group Inc. IA ADV125,170$2.55M0.2%+5.5%0.058%
4/23/2024 Summit Trail Advisors LLC15,000$305K0.0%-4.6%0.007%
4/23/2024 Principle Wealth Partners LLC10,000$203K0.0%N/A0.005%
4/23/2024 Hunter Perkins Capital Management LLC80,195$1.63M0.3%-7.4%0.037%
4/23/2024 Raymond James Financial Services Advisors Inc.230,481$4.69M0.0%-12.0%0.107%
4/23/2024 Sapient Capital LLC254,414$5.18M0.1%+0.4%0.118%
4/22/2024 Strategic Financial Concepts LLC38,179$777K0.2%+79.9%0.018%
4/22/2024 PFG Investments LLC476,421$9.69M0.6%N/A0.222%
4/22/2024 Accordant Advisory Group Inc13,485$274K0.2%N/A0.006%
4/19/2024 Veracity Capital LLC18,819$383K0.1%-5.1%0.009%
4/19/2024 Cornerstone Wealth Management LLC51,712$1.05M0.1%-2.4%0.024%
4/19/2024 Financial Sense Advisors Inc.90,437$1.84M0.6%+3.8%0.042%
4/17/2024 Sandy Cove Advisors LLC21,100$429K0.2%+31.1%0.010%
4/16/2024 Wealth Enhancement Advisory Services LLC104,196$2.12M0.0%-1.1%0.048%
4/15/2024 Wealthcare Advisory Partners LLC38,923$792K0.0%-11.2%0.018%
4/15/2024 Brookstone Capital Management226,687$4.61M0.1%+4.2%0.105%
4/15/2024 Columbia Advisory Partners LLC27,781$565K0.6%+19.1%0.013%
2/21/2024Garde Capital Inc.7,245$139K0.0%N/A0.003%
2/14/2024 Stonehage Fleming Financial Services Holdings Ltd2,118$41K0.0%+109.1%0.001%
2/12/2024 Burkett Financial Services LLC2,766$53K0.0%N/A0.001%
2/12/2024 Madden Advisory Services Inc.17,748$340K0.2%-18.5%0.008%
2/9/2024 Nations Financial Group Inc. IA ADV118,626$2.27M0.2%-2.5%0.055%
2/9/2024 Journey Strategic Wealth LLC28,481$545K0.0%+37.1%0.013%
2/9/2024 Wells Fargo & Company MN692,114$13.25M0.0%+0.5%0.322%
2/8/2024 Cowen AND Company LLC164,132$3.14M0.7%-54.9%0.076%
2/7/2024 Avantax Advisory Services Inc.62,674$1.20M0.0%-27.9%0.029%
2/6/2024 Lincoln National Corp213,920$4.10M0.1%+85.6%0.100%
2/6/2024 Montis Financial LLC29,640$568K0.3%-12.4%0.014%
2/5/2024 Andina Capital Management LLC47,719$914K0.8%N/A0.022%
2/5/2024 Shufro Rose & Co. LLC1,637,836$31.37M2.8%-0.6%0.762%
2/2/2024 Atria Wealth Solutions Inc.101,211$1.94M0.0%+15.4%0.047%
2/1/2024 Marks Group Wealth Management Inc22,547$432K0.0%-93.9%0.010%
2/1/2024Telemus Capital LLC149,592$2.87M0.2%-7.3%0.070%
1/29/2024Simplicity Solutions LLC6,018,612$115.26M3.1%-3.8%2.800%
1/25/2024 Bleakley Financial Group LLC6,019,273$115.27M3.7%-3.7%2.800%
1/24/2024 Quilter Plc47,092$902K0.0%-23.5%0.022%
1/23/2024 Howland Capital Management LLC869,960$16.66M0.9%-2.2%0.405%
1/23/2024 UMB Bank n.a.7,033$135K0.0%-26.0%0.003%
1/17/2024J Arnold Wealth Management Co41,493$795K0.3%+2.7%0.019%
1/5/2024 CGN Advisors LLC57,140$1.09M0.2%+9.4%0.027%
11/21/2023 Tompkins Financial Corp29,000$502K0.1%-32.2%0.013%
11/17/2023 Sprott Inc.788,669$13.66M1.1%-13.2%0.367%
11/14/2023 Bluefin Capital Management LLC739,486$12.81M1.1%N/A0.344%
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11/14/2023 BOS Asset Management LLC64,773$1.12M0.8%-17.0%0.030%
11/13/2023 Stifel Financial Corp188,016$3.26M0.0%+22.8%0.087%
11/13/2023 LPL Financial LLC749,268$12.98M0.0%+12.6%0.349%
11/13/2023 Cardiff Park Advisors LLC36,075$625K0.1%-6.7%0.017%
11/9/2023 Jupiter Asset Management Ltd.2,344,182$40.60M0.4%-18.1%1.091%
11/9/2023 Heritage Wealth Advisors3,000$52K0.0%-20.0%0.001%
11/8/2023 Janney Montgomery Scott LLC254,568$4.41M0.0%+62.6%0.118%
11/8/2023 Journey Strategic Wealth LLC20,774$360K0.0%-54.8%0.010%
11/7/2023 Kellett Wealth Advisors LLC15,803$274K0.2%N/A0.007%
11/7/2023 Financial Sense Advisors Inc.105,734$1.83M0.8%+11.5%0.049%
(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, 228 institutional investors and hedge funds held shares of Sprott Physical Gold and Silver Trust. The most heavily invested institutionals were CENTRAL TRUST Co ($160.79M), Bleakley Financial Group LLC ($120.57M), Simplicity Wealth LLC ($120.46M), Simplicity Solutions LLC ($115.26M), Royal Bank of Canada ($49.58M), Jupiter Asset Management Ltd. ($37.08M), and Jane Street Group LLC ($31.74M).Learn more on CEF's institutional investors.

Which institutional investors have been buying Sprott Physical Gold and Silver Trust stock?

Of the 183 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 Wealth LLC ($5.92M), Simplicity Solutions LLC ($5.61M), CENTRAL TRUST Co ($3.13M), Beaumont Financial Advisors LLC ($1.24M), Boothbay Fund Management LLC ($1.13M), and PFG Investments LLC ($1.01M).

How much institutional buying is happening at Sprott Physical Gold and Silver Trust?

Institutional investors have bought a total of 34,704,138 shares in the last 24 months. This purchase volume represents approximately $283.41M in transactions.

Which Sprott Physical Gold and Silver Trust major shareholders have been selling company stock?

Of the 133 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 ($7.60M), Jupiter Asset Management Ltd. ($1.45M), Shufro Rose & Co. LLC ($511.72K), Marks Group Wealth Management Inc ($379.01K), Bleakley Financial Group LLC ($325.72K), Lincoln National Corp ($303.74K), and Managed Asset Portfolios LLC ($299.64K).

How much institutional selling is happening at Sprott Physical Gold and Silver Trust?

Institutional investors have sold a total of 14,142,199 shares in the last 24 months. This volume of shares sold represents approximately $161.54M in transactions.


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This page (NYSEAMERICAN:CEF) was last updated on 5/20/2024 by MarketBeat.com Staff

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