Sprott Physical Platinum and Palladium Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IMC-CHICAGO, LLC | 05/05/2026 | 3.00 M | $46.63 M | 36.55% | 6.89% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.26 M | $19.56 M | 100.00% | 2.89% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 872.80 K | $13.55 M | 2.64% | 2.00% |
| MORGAN STANLEY | 05/15/2026 | 859.76 K | $13.35 M | -4.08% | 1.97% |
| ROYAL BANK OF CANADA | 05/15/2026 | 742.10 K | $11.53 M | -16.32% | 1.70% |
| WEISS ASSET MANAGEMENT LP | 05/15/2026 | 695.44 K | $10.80 M | 100.00% | 1.60% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 592.31 K | $9.20 M | 13.02% | 1.36% |
| NOKOMIS CAPITAL, L.L.C. | 05/15/2026 | 546.81 K | $8.49 M | -19.88% | 1.25% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 537.22 K | $8.34 M | 100.00% | 1.23% |
| 05/15/2026 | 470.21 K | $7.30 M | 90.95% | 1.08% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 192.63 K | $2.99 M | -87.58% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 166.10 K | $2.58 M | 79.98% | 0.38% |
| SPROTT INC. | 05/08/2026 | 159.93 K | $2.48 M | -1.96% | 0.37% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 139.52 K | $2.18 M | 93.53% | 0.32% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 138.69 K | $2.15 M | 5.89% | 0.32% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 133.31 K | $2.07 M | -10.54% | 0.31% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 132.13 K | $2.05 M | -2.81% | 0.30% |
| LPL FINANCIAL LLC | 05/06/2026 | 129.26 K | $2.01 M | -8.87% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 121.13 K | $1.88 M | -32.22% | 0.28% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 95.48 K | $1.48 M | 11.20% | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 85.32 K | $1.32 M | -45.08% | 0.20% |
| VECTORGLOBAL IAG, INC. | 06/30/2026 | 79.49 K | $1.23 M | 100.00% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 70.91 K | $1.10 M | -17.56% | 0.16% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 69.01 K | $1.07 M | -38.72% | 0.16% |
| XTX TOPCO LTD | 05/15/2026 | 68.77 K | $1.07 M | 122.66% | 0.16% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 65.40 K | $1.02 M | 1.43% | 0.15% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 62.59 K | $967.44 K | 3.52% | 0.14% |
| HC ADVISORS, LLC | 05/05/2026 | 53.52 K | $831.18 K | 18.15% | 0.12% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 44.79 K | $694.65 K | -20.79% | 0.10% |
| CERITY PARTNERS LLC | 05/15/2026 | 40.18 K | $623.92 K | 0.00% | 0.09% |
| SPEARS ABACUS ADVISORS LLC | 05/15/2026 | 35.00 K | $543.55 K | 16.67% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 33.70 K | $523.35 K | -27.37% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 33.20 K | $515.57 K | -0.26% | 0.08% |
| JOHNSON INVESTMENT COUNSEL INC | 05/04/2026 | 30.00 K | $465.90 K | 100.00% | 0.07% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 07/29/2026 | 17.83 K | $276.82 K | 100.00% | 0.06% |
| BAYSHORE CAPITAL ADVISORS, LLC | 04/14/2026 | 26.80 K | $416.20 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 26.46 K | $411.00 K | 10.78% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 25.00 K | $388.25 K | 0.00% | 0.06% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 25.00 K | $388.25 K | 100.00% | 0.06% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 24.17 K | $343.91 K | 144.86% | 0.06% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 05/12/2026 | 23.00 K | $357.19 K | 0.00% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 22.37 K | $347.41 K | 391.65% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 22.23 K | $345.22 K | -47.57% | 0.05% |
| LAFFER TENGLER INVESTMENTS | 05/13/2026 | 20.00 K | $310.60 K | 100.00% | 0.05% |
| FIDELIS CAPITAL PARTNERS, LLC | 05/06/2026 | 20.00 K | $310.60 K | 100.00% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 19.05 K | $296.00 K | 100.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 17.60 K | $273.39 K | 20.67% | 0.04% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/13/2026 | 16.25 K | $252.36 K | 3.50% | 0.04% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 15.92 K | $247.19 K | 4.92% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 15.23 K | $239.19 K | -4.68% | 0.03% |
Sprott Physical Platinum and Palladium Trust institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of Sprott Physical Platinum and Palladium Trust. The most heavily invested institutionals were:
IMC-Chicago, LLC: 3 M
Fielder Capital Group LLC: 885,724
Kestra Advisory Services, LLC: 112,375
SPROTT INC.: 111,792
ENVESTNET ASSET MANAGEMENT INC: 103,731
JOHNSON INVESTMENT COUNSEL INC: 30,000
27.92% of Sprott Physical Platinum and Palladium Trust stock is owned by institutional investors.
Institutional investors have bought a total of 12.59 M shares in the last 24 months. This purchase volume represents approximately $218.89 M in transactions.