Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Sprott Physical Gold and Silver Trust comprennent Kingstone Capital Partners Texas, LLC, Thrivent Financial For Lutherans, Concurrent Investment Advisors, LLC, Merit Financial Group, LLC, Winnow Wealth Llc, London & Capital Asset Management Ltd, Midwest Trust Co, Trust Co Of Toledo Na /oh/, Guardian Wealth Advisors, Llc / Nc, Aptus Capital Advisors, LLC, Strait & Sound Wealth Management LLC, Seacrest Wealth Management, Llc, Atticus Wealth Management, Llc, Bulwark Capital Corp, Plante Moran Financial Advisors, LLC, Nova Wealth Management, Inc., Credential Qtrade Securities Inc., Total Investment Management Inc, Assetmark, Inc, et Paladin Advisory Group, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Larson Financial Group LLC | 242 | 476,19 | 7 | 600,00 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 37 968 | 44,68 | 1 143 | 53,29 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7 830 | 236 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 29 275 | 4,18 | 881 | 10,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 193 901 | 0,75 | 5 836 | 6,75 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 284 | 3 418,84 | 219 | 4 280,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 78 181 | 3,03 | 2 353 | 9,19 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 26 042 | 1,54 | 784 | 7,55 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 22 469 | 33,93 | 676 | 42,02 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 460 892 | 4,54 | 13 873 | 10,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 45 108 | 19,75 | 1 358 | 26,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 88 298 | 2,03 | 2 725 | 7,92 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 660 | 200 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 113 805 | 2,22 | 3 427 | 9,60 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 5 000 | 150 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 4 100 | 123 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 105 840 | 85,76 | 3 156 | 97,37 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17 148 | 0,29 | 516 | 6,39 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 28 029 | 190,01 | 844 | 207,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29 481 | 22,90 | 887 | 30,25 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 155 365 | 0,97 | 4 676 | 6,98 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 400 | 132 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 38 136 | 1,73 | 1 148 | 7,80 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7 155 | 20,45 | 215 | 27,98 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 47 152 | 94,56 | 1 419 | 106,25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67 252 | 13,79 | 2 024 | 20,55 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 392 | 975 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 535 | 27,27 | 618 | 34,93 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 856 | 7,22 | 387 | 13,53 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 175 | 5 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 400 | 42 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6 854 | 206 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 479 | 0,31 | 285 | 6,34 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 20 466 | 1,24 | 619 | 7,84 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 16 240 | 7,62 | 489 | 14,02 | ||||
| 2025-08-08 | 13F | Jupiter Asset Management Ltd | 2 738 737 | 15,17 | 82 348 | 22,06 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 633 | 19 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 3 811 500 | 68 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20 281 | 2,53 | 610 | 8,73 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 24 398 | 65,87 | 734 | 76,02 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 83 485 | 30,32 | 2 513 | 38,02 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 275 | 6 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 107 779 | 2,53 | 3 244 | 8,64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 100 308 | 97,75 | 3 019 | 109,51 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 82 356 | 2,16 | 2 479 | 8,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 920 | 104,44 | 28 | 170,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 183 909 | 2,40 | 5 536 | 8,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 633 | 19 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16 290 | 0 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 47 141 | 56,72 | 1 419 | 66,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 956 | 139,00 | 0 | |||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 589 317 | 46,39 | 17 738 | 55,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 805 | 41,55 | 987 | 50,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99 387 | 3 | ||||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 22 500 | 678 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 12 183 | 3,87 | 367 | 9,91 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 6 753 | 0,22 | 203 | 6,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 555 963 | 51,78 | 16 734 | 60,81 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 185 | 6 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 146 060 | 9,00 | 4 394 | 17,42 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 150 | 74,00 | 125 | 85,07 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 93 | 3 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 787 541 | 25,23 | 23 700 | 32,54 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 147 821 | 44,84 | 4 449 | 53,47 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 120 | 4 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34 291 | 32,65 | 1 032 | 40,60 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 300 | 220 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 808 | 24 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 132 699 | 0,47 | 3 992 | 6,46 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 701 | 322 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 227 584 | 1 878,13 | 6 850 | 2 001,23 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 400 | 42 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 39 767 | 2,84 | 1 197 | 8,93 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4 205 | 127 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 29 534 | 37,15 | 889 | 45,34 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 800 | 28,57 | 54 | 38,46 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 154 540 | 11,20 | 4 652 | 17,81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 123 131 | 71,73 | 3 706 | 82,02 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 589 317 | 46,39 | 17 568 | 55,41 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 60 561 | 0,28 | 1 823 | 6,24 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 900 | 208 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 29 986 | 10,84 | 903 | 17,45 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 74 173 | 3,63 | 2 233 | 9,79 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 474 | 255 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 539 | 16 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 26 042 | 784 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 128 120 | 2,23 | 3 856 | 8,31 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6 869 | 207 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 25 744 | 6,14 | 1 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 53 929 | 1 623 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 66 220 | 2 910,00 | 2 | -96,77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 006 589 | 27,82 | 120 598 | 35,43 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 43 074 | 13,71 | 1 297 | 20,45 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 68 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 42 564 | 10,37 | 1 281 | 16,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 724 196 | 10,77 | 21 798 | 17,36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 113 362 | 3,21 | 3 412 | 9,36 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 584 808 | 9,15 | 17 603 | 15,64 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 688 251 | 0,11 | 20 716 | 6,07 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 924 854 | 0,25 | 238 538 | 6,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 8 814 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 51 316 | 16,88 | 1 545 | 23,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 374 478 | 4,23 | 11 272 | 10,42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 700 | 21 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 441 552 | 1,51 | 13 291 | 7,55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141 734 | 0,17 | 4 266 | 6,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 980 | 2 106 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 8 030 | 6,64 | 242 | 13,15 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 900 | 358 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 186 | 427 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 362 035 | 119,09 | 10 897 | 132,15 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 234 199 | 0,71 | 7 049 | 6,71 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 95 132 | 20,00 | 2 882 | 28,43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 467 691 | 1,28 | 14 078 | 7,30 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 210 865 | 3 408 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 42 826 | 1 289 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 13 788 | 7,05 | 415 | 13,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 803 062 | 1,12 | 24 172 | 7,13 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 474 | 255 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 590 | 560 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 832 | 536,85 | 1 801 | 576,69 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 15 572 | 22,07 | 469 | 29,28 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 94 962 | 6,52 | 2 858 | 12,88 |
