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Sprott Focus Trust (FUND) Institutional Ownership

Sprott Focus Trust logo
$7.74
+0.01 (+0.13%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Sprott Focus Trust (NASDAQ:FUND)

Current
Institutional Ownership
Percentage
12.63%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$8.60M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$863.64K
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FUND Institutional Buying and Selling by Quarter

Sprott Focus Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Shaker Financial Services LLC974,603$7.50M2.8%-2.1%3.292%
10/11/2024 Sapient Capital LLC79,258$610K0.0%-13.5%0.266%
9/5/2024Sanctuary Advisors LLC160,023$1.23M0.0%N/A0.541%
8/22/2024Cetera Investment Advisers234,209$1.75M0.0%-0.9%0.791%
8/16/2024Northwestern Mutual Wealth Management Co.18,110$135K0.0%-16.0%0.061%
8/5/2024 Blue Bell Private Wealth Management LLC63,348$474K0.1%+392.5%0.214%
8/3/2024 Shaker Financial Services LLC995,343$7.47M3.0%+10.2%3.363%
8/2/2024Wolverine Asset Management LLC134,938$1.01M0.0%+4.8%0.456%
8/1/2024 Mraz Amerine & Associates Inc.11,720$88K0.0%-26.0%0.040%
7/31/2024 Essex Financial Services Inc.260,300$1.95M0.1%-3.0%0.879%
5/24/2024Cetera Advisors LLC232,185$1.87M0.0%N/A0.784%
5/24/2024Cetera Investment Advisers236,266$1.90M0.0%-0.8%0.798%
5/4/20249258 Wealth Management LLC10,765$87K0.0%N/A0.036%
4/24/2024 Blue Bell Private Wealth Management LLC12,863$103K0.0%+266.8%0.043%
4/24/2024 Essex Financial Services Inc.268,272$2.16M0.2%-1.5%0.906%
4/23/2024 Sapient Capital LLC92,179$741K0.0%-2.1%0.311%
2/14/2024Sprott Inc.114,355$915K0.1%+3.1%0.386%
2/13/2024Peapack Gladstone Financial Corp10,301$82K0.0%-33.3%0.035%
2/7/2024 Shaker Financial Services LLC837,041$6.70M2.7%+23.3%2.828%
2/6/2024 Sapient Capital LLC94,131$753K0.0%N/A0.318%
2/6/2024 Essex Financial Services Inc.272,375$2.18M0.2%-1.1%0.920%
2/1/2024Wolverine Asset Management LLC58,482$468K0.0%+1,015.9%0.198%
1/29/2024 Sapient Capital LLC83,501$668K0.0%N/A0.282%
1/25/2024 Blue Bell Private Wealth Management LLC3,507$28K0.0%N/A0.012%
11/15/2023Integrated Wealth Concepts LLC350,795$2.64M0.0%-0.6%1.185%
11/15/20231607 Capital Partners LLC409,935$3.09M0.2%-7.9%1.385%
11/14/2023AQR Arbitrage LLC11,568$87K0.0%N/A0.039%
11/13/2023LPL Financial LLC480,419$3.62M0.0%-1.9%1.623%
11/13/2023Wolverine Asset Management LLC5,241$39K0.0%N/A0.018%
11/2/2023 Shaker Financial Services LLC678,934$5.11M2.4%+23.3%2.294%
8/10/2023Cetera Investment Advisers239,094$1.90M0.0%+3.0%0.807%
8/7/2023 Shaker Financial Services LLC550,834$4.38M1.9%+9.6%1.859%
7/31/2023LPL Financial LLC489,545$3.89M0.0%-6.6%1.652%
5/10/2023LPL Financial LLC523,895$4.24M0.0%-11.6%1.768%
5/8/2023 Shaker Financial Services LLC502,647$4.07M1.8%-17.5%1.696%
5/3/20239258 Wealth Management LLC10,106$82K0.0%N/A0.034%
5/3/2023Integrated Wealth Concepts LLC364,761$2.95M0.1%+28.2%1.231%
2/13/2023Integrated Wealth Concepts LLC284,429$2.27M0.1%-2.2%0.960%
2/7/2023Commonwealth Equity Services LLC24,089$191K0.0%N/A0.081%
2/7/2023LPL Financial LLC592,696$4.72M0.0%-0.5%2.000%
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2/7/2023IFP Advisors Inc29,593$235K0.0%+37.1%0.100%
2/3/2023 Shaker Financial Services LLC609,475$4.86M2.3%+3.2%2.057%
2/2/2023 Lodestar Private Asset Management LLC41,190$328K0.1%N/A0.139%
1/19/2023Rothschild Investment Corp IL20,434$163K0.0%-18.5%0.069%
11/15/20221607 Capital Partners LLC879,876$6.05M0.5%-1.5%2.969%
11/9/2022 Shaker Financial Services LLC590,376$4.06M2.0%+29.9%1.992%
11/8/2022IFP Advisors Inc21,578$172K0.0%+123.2%0.073%
10/18/2022McIlrath & Eck LLC10,065$69K0.0%N/A0.034%
8/11/2022Cetera Investment Advisers225,391$1.70M0.0%+3.1%0.769%
8/11/2022Cetera Advisor Networks LLC41,768$316K0.0%+4.5%0.142%
8/8/2022Integrated Wealth Concepts LLC270,880$2.05M0.1%N/A0.924%
8/1/2022 Shaker Financial Services LLC454,316$3.44M1.7%+33.2%1.549%
7/13/2022 Private Advisor Group LLC22,500$170K0.0%-8.2%0.077%
5/17/20221607 Capital Partners LLC1,019,712$9.25M0.5%-21.7%3.478%
5/9/2022Northwestern Mutual Wealth Management Co.73,109$664K0.0%-21.0%0.249%
5/6/2022 Shaker Financial Services LLC341,137$3.09M1.2%+119.0%1.163%
5/4/2022Advisor Group Holdings Inc.51,993$472K0.0%+39.2%0.177%
4/18/2022Rothschild Investment Corp IL24,199$219K0.0%+26.6%0.083%
2/15/2022Cetera Investment Advisers216,167$1.86M0.0%+6.8%0.737%
2/14/2022LPL Financial LLC594,144$5.11M0.0%+94.6%2.026%
2/14/2022Sprott Inc.117,354$1.01M0.1%+20.5%0.400%
2/10/2022 Private Advisor Group LLC55,000$473K0.0%-49.5%0.188%
2/8/2022Bank of America Corp DE276,472$2.38M0.0%+17.4%0.943%
2/7/2022 Shaker Financial Services LLC155,762$1.34M0.5%-31.4%0.531%
2/3/2022Advisor Group Holdings Inc.37,350$321K0.0%+52.4%0.127%
2/3/2022Northwestern Mutual Wealth Management Co.92,528$796K0.0%-71.8%0.316%
1/28/2022 Allspring Global Investments Holdings LLC163,513$1.41M0.0%N/A0.558%
1/26/2022 Blue Bell Private Wealth Management LLC14,851$128K0.0%-57.2%0.051%
11/16/2021LPL Financial LLC305,252$2.53M0.0%+2,339.3%1.041%
11/15/2021Rivernorth Capital Management LLC242,778$2.01M0.1%-10.2%0.828%
11/15/2021Royal Bank of Canada257,388$2.13M0.0%+18.2%0.878%
11/15/2021HighTower Advisors LLC19,201$159K0.0%-10.3%0.065%
11/10/2021 Creative Planning10,750$89K0.0%N/A0.037%
11/10/2021 Blue Bell Private Wealth Management LLC34,667$287K0.1%-35.1%0.118%
11/9/2021 Bourgeon Capital Management LLC7,850$65K0.0%-67.0%0.027%
11/5/2021Advisor Group Holdings Inc.24,509$203K0.0%+58.0%0.084%
11/2/2021 Shaker Financial Services LLC227,202$1.88M0.8%-54.0%0.775%
11/2/2021Raymond James & Associates10,300$85K0.0%-71.4%0.035%
10/14/2021 Private Advisor Group LLC109,000$904K0.0%+86.6%0.372%
10/13/2021FNY Investment Advisers LLC17,930$147K0.1%N/A0.061%
8/17/2021Wells Fargo & Company MN449,775$3.83M0.0%+0.4%1.534%
8/16/2021Bank of America Corp DE209,922$1.79M0.0%+1.4%0.716%
8/16/2021Rivernorth Capital Management LLC270,437$2.30M0.1%-14.2%0.922%
8/16/2021Royal Bank of Canada217,781$1.85M0.0%+46.2%0.743%
8/16/20211607 Capital Partners LLC1,507,687$12.82M0.6%-0.5%5.141%
8/16/2021Frontier Wealth Management LLC100,882$858K0.1%-2.2%0.344%
8/13/2021City of London Investment Management Co. Ltd.474,133$4.03M0.2%-17.8%1.617%
8/13/2021Stifel Financial Corp390,676$3.32M0.0%-9.7%1.332%
8/13/2021Northwestern Mutual Wealth Management Co.662,639$5.64M0.0%-11.5%2.260%
8/12/2021 Private Advisor Group LLC58,400$497K0.0%-22.2%0.199%
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8/10/2021BerganKDV Wealth Management LLC3,016$26K0.0%N/A0.010%
8/6/2021HighTower Advisors LLC21,401$182K0.0%-21.9%0.073%
8/4/2021 Shaker Financial Services LLC494,399$4.21M1.6%-11.0%1.693%
8/2/2021Advisor Group Holdings Inc.15,509$132K0.0%-8.1%0.053%
5/21/2021Citadel Advisors LLC11,602$91K0.0%N/A0.040%
5/18/20211607 Capital Partners LLC1,514,804$11.82M0.6%-1.0%5.187%
5/18/2021Rivernorth Capital Management LLC315,103$2.46M0.1%-46.9%1.079%
5/18/2021Morgan Stanley207,241$1.62M0.0%+24.9%0.710%
5/18/2021Citadel Advisors LLC11,602$91K0.0%N/A0.040%
5/17/2021CNH Partners LLC11,597$91K0.0%-59.8%0.040%
(Data available from 1/1/2016 forward)

FUND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUND shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Sprott Focus Trust. The most heavily invested institutionals were Shaker Financial Services LLC ($7.50M), LPL Financial LLC ($3.62M), 1607 Capital Partners LLC ($3.09M), Integrated Wealth Concepts LLC ($2.64M), Essex Financial Services Inc. ($1.95M), Cetera Advisors LLC ($1.87M), and Cetera Investment Advisers ($1.75M).Learn more on FUND's institutional investors.

What percentage of Sprott Focus Trust stock is owned by institutional investors?

12.63% of Sprott Focus Trust stock is owned by institutional investors. Learn more on FUND's institutional investor holdings.

Which institutional investors have been buying Sprott Focus Trust stock?

Of the 14 institutional investors that purchased Sprott Focus Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($582.03K), Cetera Advisors LLC ($232.19K), Sapient Capital LLC ($177.63K), Sanctuary Advisors LLC ($160.02K), Integrated Wealth Concepts LLC ($80.33K), Wolverine Asset Management LLC ($64.68K), and Blue Bell Private Wealth Management LLC ($63.35K).

How much institutional buying is happening at Sprott Focus Trust?

Institutional investors have bought a total of 1,488,255 shares in the last 24 months. This purchase volume represents approximately $11.52M in transactions.

Which Sprott Focus Trust major shareholders have been selling company stock?

Of the 11 institutional investors that sold Sprott Focus Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($127.57K), LPL Financial LLC ($115.38K), 1607 Capital Partners LLC ($48.60K), Essex Financial Services Inc. ($15K), Sapient Capital LLC ($14.31K), Integrated Wealth Concepts LLC ($8.44K), and Peapack Gladstone Financial Corp ($5.14K).

How much institutional selling is happening at Sprott Focus Trust?

Institutional investors have sold a total of 350,671 shares in the last 24 months. This volume of shares sold represents approximately $2.76M in transactions.


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This page (NASDAQ:FUND) was last updated on 11/2/2024 by MarketBeat.com Staff
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