UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPROTT PHYSICAL GOLD & SILVE ownership

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SPROTT PHYSICAL GOLD & SILVE's ticker is CEF and the CUSIP is 85208R101. A total of 279 filers reported holding SPROTT PHYSICAL GOLD & SILVE in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPROTT PHYSICAL GOLD & SILVE
ValueSharesWeighting
Q1 2023$548,390
+3.0%
29,000
-2.3%
0.00%0.0%
Q4 2022$532,342
+6.9%
29,690
-7.1%
0.00%0.0%
Q3 2022$498,000
-18.2%
31,960
-11.7%
0.00%0.0%
Q2 2022$609,000
-13.6%
36,200
-0.4%
0.00%0.0%
Q1 2022$705,000
+9.6%
36,355
+0.3%
0.00%0.0%
Q4 2021$643,000
+3.2%
36,230
-0.4%
0.00%0.0%
Q3 2021$623,000
-7.3%
36,387
+1.1%
0.00%0.0%
Q2 2021$672,000
+25.6%
35,987
+16.9%
0.00%0.0%
Q1 2021$535,000
-2.2%
30,791
+8.8%
0.00%0.0%
Q4 2020$547,000
+6.2%
28,291
+0.8%
0.00%0.0%
Q3 2020$515,000
+9.3%
28,056
+0.8%
0.00%0.0%
Q2 2020$471,000
+15.4%
27,845
-0.2%
0.00%0.0%
Q1 2020$408,000
-14.6%
27,910
-14.4%
0.00%0.0%
Q4 2019$478,000
+3.5%
32,6220.0%0.00%0.0%
Q3 2019$462,000
+25.2%
32,622
+16.9%
0.00%
+50.0%
Q2 2019$369,000–27,910–0.00%–
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Other shareholders
SPROTT PHYSICAL GOLD & SILVE shareholders Q2 2022
NameSharesValueWeighting ↓
Cadence Wealth Management LLC 327,481$5,671,9714.71%
PYA Waltman Capital, LLC 594,253$10,292,4564.36%
CENTRAL TRUST Co 7,826,669$135,557,9003.91%
Engrave Wealth Partners LLC 724,106$12,541,5163.86%
Bleakley Financial Group, LLC 6,253,330$108,307,6833.82%
MANAGED ASSET PORTFOLIOS, LLC 1,374,747$23,810,6183.65%
Simplicity Solutions, LLC 6,253,330$108,307,6833.48%
Guild Investment Management, Inc. 105,622$1,829,3733.07%
Demars Financial Group, LLC 287,982$4,987,8402.85%
Cheviot Value Management, LLC 716,496$12,409,7112.75%
View complete list of SPROTT PHYSICAL GOLD & SILVE shareholders