Filing Research | SPROTT ASSET MANAGEMENT LP Institutional Holdings

Snapshot holdings

50 / 148 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	1.3MSH	$25.3M
2	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	1.0MSH	$19.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	686.9KSH	$13.1M
4	Brookstone Capital Management	Shares	636.4KSH	$12.0M
5	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	613.2KSH	$11.6M
6	Cyndeo Wealth Partners, LLC	Shares	576.7KSH	$10.9M
7	Abacus Planning Group, Inc.	Shares	565.3KSH	$10.7M
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	491.2KSH	$9.3M
9	RIA Advisory Group LLC	Shares	455.7KSH	$8.6M
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	389.5KSH	$7.4M
11	Apella Capital, LLC	Shares	351.3KSH	$6.8M
12	Pine Valley Investments Ltd Liability Co	Shares	302.9KSH	$5.7M
13	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	292.3KSH	$5.5M
14	WADDELL & ASSOCIATES, LLC	Shares	288.1KSH	$5.4M
15	New Harbor Financial Group, LLC	Shares	236.3KSH	$4.5M
16	J.W. COLE ADVISORS, INC.	Shares	233.6KSH	$4.4M
17	Wealthcare Advisory Partners LLC	Shares	205.5KSH	$3.9M
18	SeaCrest Wealth Management, LLC	Shares	201.8KSH	$3.8M
19	D.A. DAVIDSON & CO.	Shares	189.4KSH	$3.6M
20	Rathbones Group PLC	Shares	174.7KSH	$3.3M
21	EverSource Wealth Advisors, LLC	Shares	167.8KSH	$3.2M
22	JOHNSON INVESTMENT COUNSEL INC	Shares	157.6KSH	$3.0M
23	Walser Wealth Management Company, A Ltd Liability Co	Shares	148.8KSH	$2.8M
24	Pettinga Financial Advisors LLC	Shares	145.1KSH	$2.7M
25	Gradient Investments LLC	Shares	135.0KSH	$2.5M
26	October Effect Ltd	Shares	130.0KSH	$2.5M
27	Mirae Asset Global Investments Co., Ltd.	Shares	114.1KSH	$2.2M
28	Sequoia Financial Advisors, LLC	Shares	100.1KSH	$1.9M
29	LINCOLN CAPITAL CORP	Shares	97.8KSH	$1.8M
30	COLUMBIA ADVISORY PARTNERS LLC	Shares	91.5KSH	$1.7M
31	Cypress Wealth Services, LLC	Shares	90.8KSH	$1.7M
32	Cobblestone Asset Management LLC	Shares	87.4KSH	$1.6M
33	Beaird Harris Wealth Management, LLC	Shares	87.1KSH	$1.6M
34	PFG Investments, LLC	Shares	86.5KSH	$1.6M
35	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	80.2KSH	$1.5M
36	Alliance Wealth Advisors, LLC /UT	Shares	58.0KSH	$1.1M
37	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	57.6KSH	$1.1M
38	G&S Capital LLC	Shares	54.9KSH	$1.0M
39	Synergy Asset Management, LLC	Shares	51.8KSH	$977.6K
40	Mraz, Amerine & Associates, Inc.	Shares	51.8KSH	$977.0K
41	INDEPENDENT FINANCIAL GROUP, LLC	Shares	49.6KSH	$936.5K
42	Enclave Advisors LLC	Shares	49.5KSH	$933.5K
43	Evanson Financial, LLC	Shares	45.3KSH	$854.9K
44	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	43.2KSH	$815.7K
45	Discipline Wealth Solutions, LLC	Shares	41.4KSH	$781.0K
46	Farther Finance Advisors, LLC	Shares	39.3KSH	$740.8K
47	Red Door Wealth Management, LLC	Shares	38.3KSH	$723.0K
48	Sowell Financial Services LLC	Shares	38.0KSH	$716.5K
49	TrustWell Financial Advisors, LLC	Shares	36.8KSH	$695.2K
50	DAGCO, INC.	Shares	36.7KSH	$691.9K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 161 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+114.1K	+$2.2M	$2.2M
2	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+104.4K	+$1.7M	$2.8M
3	Enclave Advisors LLC new	Shares	+49.5K	+$933.5K	$933.5K
4	Red Door Wealth Management, LLC new	Shares	+38.3K	+$723.0K	$723.0K
5	SCHARF INVESTMENTS, LLC new	Shares	+25.0K	+$471.8K	$471.8K
6	UNIQUE WEALTH, LLC new	Shares	+21.9K	+$413.4K	$413.4K
7	MISSION WEALTH MANAGEMENT, LP new	Shares	+11.4K	+$215.1K	$215.1K
8	SEAVIEW INVESTMENT MANAGERS LLC new	Shares	+11.3K	+$213.7K	$213.7K
9	180 WEALTH ADVISORS, LLC added	Shares	+12.2K	+$133.7K	$557.7K
10	HM PAYSON & CO added	Shares	+10.3K	+$114.2K	$464.2K
11	Atlatl Advisers LLC new	Shares	+5.2K	+$98.2K	$98.2K
12	Bogart Wealth, LLC added	Shares	+6.8K	+$94.2K	$245.4K
13	Apollon Wealth Management, LLC added	Shares	+6.7K	+$44.0K	$408.4K
14	B. Riley Wealth Advisors, Inc. added	Shares	+4.3K	+$14.0K	$373.6K
15	Signature Resources Capital Management, LLC new	Shares	+90	+$1.7K	$1.7K
16	Trust Co unchanged	Shares	0	-$11	$38
17	PROFESSIONAL ADVISORY SERVICES INC added	Shares	+1.0K	-$43	$232
18	FNY Investment Advisers, LLC exited	Shares	-2.0K	-$48	$0
19	PARK AVENUE SECURITIES LLC added	Shares	+1.5K	-$50	$292
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$122	$415
21	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$166	$566
22	Triumph Capital Management unchanged	Shares	0	-$276	$944
23	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$939	$3.2K
24	BFSG, LLC unchanged	Shares	0	-$1.3K	$4.5K
25	Investors Research Corp unchanged	Shares	0	-$1.6K	$5.4K
26	Tradewinds Capital Management, LLC added	Shares	+50	-$2.0K	$10.9K
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$3.2K	$10.8K
28	Financial Management Professionals, Inc. unchanged	Shares	0	-$3.3K	$11.3K
29	CONTRAVISORY INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$3.7K	$12.8K
30	Lodestone Wealth Management LLC unchanged	Shares	0	-$4.1K	$14.2K
31	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$4.8K	$16.3K
32	First Pacific Financial unchanged	Shares	0	-$6.1K	$21.0K
33	Hilltop National Bank unchanged	Shares	0	-$6.9K	$23.6K
34	Bank & Trust Co unchanged	Shares	0	-$8.3K	$28.3K
35	LANARK FINANCIAL, INC. unchanged	Shares	0	-$8.8K	$30.2K
36	LRI Investments, LLC unchanged	Shares	0	-$9.7K	$33.0K
37	Key FInancial Inc unchanged	Shares	0	-$10.8K	$36.9K
38	AdvisorNet Financial, Inc trimmed	Shares	-200	-$12.1K	$24.6K
39	Princeton Global Asset Management LLC unchanged	Shares	0	-$13.8K	$47.2K
40	Bulwark Capital Corp unchanged	Shares	0	-$16.2K	$55.3K
41	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$17.3K	$59.3K
42	Barnes Dennig Private Wealth Management LLC unchanged	Shares	0	-$19.4K	$66.2K
43	MassMutual Private Wealth & Trust, FSB exited	Shares	-805	-$19.6K	$0
44	SIGNATUREFD, LLC unchanged	Shares	0	-$20.2K	$68.9K
45	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	-$20.4K	$69.8K
46	City State Bank unchanged	Shares	0	-$27.6K	$94.3K
47	PEOPLES FINANCIAL SERVICES CORP. unchanged	Shares	0	-$27.6K	$94.3K
48	IFP Advisors, Inc trimmed	Shares	-2	-$28.2K	$96.1K
49	Community Financial Services Group, LLC unchanged	Shares	0	-$29.6K	$100.5K
50	Blue Trust, Inc. unchanged	Shares	0	-$30.1K	$102.9K

Scroll to load more