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Sprott Focus Trust (FUND) Institutional Ownership

Sprott Focus Trust logo
$7.55 -0.11 (-1.44%)
As of 02/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
20
Total
Institutional Inflows
(last 12 months)
$11.24M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.07M
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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
2/17/2025 Waverly Advisors LLC10,792$79K0.0%N/A0.036%
2/17/2025 Captrust Financial Advisors90,290$660K0.0%-2.4%0.303%
2/14/2025 AQR Arbitrage LLC162,776$1.18M0.0%+34.5%0.546%
2/14/2025 Integrated Wealth Concepts LLC318,403$2.33M0.0%-3.4%1.068%
2/14/2025 Shaker Financial Services LLC375,210$2.75M1.1%-61.5%1.259%
2/13/2025 1607 Capital Partners LLC310,073$2.27M0.2%+20.4%1.040%
2/13/2025 NewEdge Advisors LLC11,200$82K0.0%N/A0.038%
2/13/2025 Raymond James Financial Inc.20,302$149K0.0%N/A0.068%
2/13/2025 Wells Fargo & Company MN86,671$634K0.0%+7.6%0.291%
2/12/2025 Landscape Capital Management L.L.C.37,723$276K0.0%-29.4%0.127%
2/12/2025 Level Four Advisory Services LLC23,548$172K0.0%+9.0%0.079%
2/11/2025 LPL Financial LLC388,110$2.84M0.0%+179.0%1.302%
2/7/2025 HighTower Advisors LLC19,750$144K0.0%N/A0.066%
2/7/2025 Blue Bell Private Wealth Management LLC133,641$978K0.2%+41.3%0.448%
2/6/2025 Raymond James Financial Inc.20,302$149K0.0%N/A0.068%
2/4/2025 Sprott Inc.14,777,915$108.08M6.4%+2.3%49.574%
2/3/2025 Wolverine Asset Management LLC188,488$1.38M0.0%+38.8%0.632%
1/31/2025 Hara Capital LLC79,586$582K0.4%N/A0.267%
1/29/2025 Essex Financial Services Inc.234,707$1.72M0.1%-1.0%0.787%
1/29/2025 Sapient Capital LLC81,603$597K0.0%+3.0%0.274%
11/15/2024 Integrated Wealth Concepts LLC329,649$2.54M0.0%+1.0%1.106%
11/14/2024 Captrust Financial Advisors92,514$712K0.0%+3.4%0.310%
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%
9/5/2024 Sanctuary Advisors LLC160,023$1.23M0.0%N/A0.541%
8/22/2024 Cetera Investment Advisers234,209$1.75M0.0%-0.9%0.791%
8/16/2024 Northwestern 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%
8/2/2024 Wolverine 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%
5/24/2024 Cetera 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%
2/14/2024 Sprott Inc.114,355$915K0.1%+3.1%0.386%
2/13/2024 Peapack Gladstone Financial Corp10,301$82K0.0%-33.3%0.035%
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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%
2/1/2024 Wolverine 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%
11/15/2023 Integrated Wealth Concepts LLC350,795$2.64M0.0%-0.6%1.185%
11/15/2023 1607 Capital Partners LLC409,935$3.09M0.2%-7.9%1.385%
11/14/2023 AQR Arbitrage LLC11,568$87K0.0%N/A0.039%
11/13/2023 LPL Financial LLC480,419$3.62M0.0%-1.9%1.623%
11/13/2023 Wolverine Asset Management LLC5,241$39K0.0%N/A0.018%
11/2/2023 Shaker Financial Services LLC678,934$5.11M2.4%+23.3%2.294%
8/10/2023 Cetera 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%
7/31/2023 LPL Financial LLC489,545$3.89M0.0%-6.6%1.652%
5/10/2023 LPL 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%
5/3/2023 Integrated Wealth Concepts LLC364,761$2.95M0.1%+28.2%1.231%
2/13/2023 Integrated Wealth Concepts LLC284,429$2.27M0.1%-2.2%0.960%
2/7/2023 Commonwealth Equity Services LLC24,089$191K0.0%N/A0.081%
2/7/2023 LPL Financial LLC592,696$4.72M0.0%-0.5%2.000%
2/7/2023 IFP 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%
11/15/2022 1607 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%
11/8/2022 IFP Advisors Inc21,578$172K0.0%+123.2%0.073%
10/18/2022 McIlrath & Eck LLC10,065$69K0.0%N/A0.034%
8/11/2022 Cetera Investment Advisers225,391$1.70M0.0%+3.1%0.769%
8/11/2022Cetera Advisor Networks LLC41,768$316K0.0%+4.5%0.142%
8/8/2022 Integrated 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%
5/17/2022 1607 Capital Partners LLC1,019,712$9.25M0.5%-21.7%3.478%
5/9/2022 Northwestern 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%
5/4/2022 Advisor Group Holdings Inc.51,993$472K0.0%+39.2%0.177%
4/18/2022Rothschild Investment Corp IL24,199$219K0.0%+26.6%0.083%
2/15/2022 Cetera Investment Advisers216,167$1.86M0.0%+6.8%0.737%
2/14/2022 LPL Financial LLC594,144$5.11M0.0%+94.6%2.026%
2/14/2022 Sprott Inc.117,354$1.01M0.1%+20.5%0.400%
2/10/2022 Private Advisor Group LLC55,000$473K0.0%-49.5%0.188%
2/8/2022 Bank 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%
2/3/2022 Advisor Group Holdings Inc.37,350$321K0.0%+52.4%0.127%
2/3/2022 Northwestern 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%
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11/16/2021 LPL Financial LLC305,252$2.53M0.0%+2,339.3%1.041%
11/15/2021 Rivernorth Capital Management LLC242,778$2.01M0.1%-10.2%0.828%
11/15/2021 Royal Bank of Canada257,388$2.13M0.0%+18.2%0.878%
11/15/2021 HighTower 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%
11/5/2021 Advisor 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%
(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, 26 institutional investors and hedge funds held shares of Sprott Focus Trust. The most heavily invested institutionals were Sprott Inc. ($108.08M), LPL Financial LLC ($2.84M), Shaker Financial Services LLC ($2.75M), Integrated Wealth Concepts LLC ($2.33M), 1607 Capital Partners LLC ($2.27M), 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 21 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 ($426.87K), Sprott Inc. ($331.33K), LPL Financial LLC ($248.98K), Cetera Advisors LLC ($232.19K), Sapient Capital LLC ($179.98K), Sanctuary Advisors LLC ($160.02K), and Wolverine Asset Management LLC ($117.33K).

How much institutional buying is happening at Sprott Focus Trust?

Institutional investors have bought a total of 2,189,596 shares in the last 24 months. This purchase volume represents approximately $16.67M in transactions.

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

Of the 12 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 ($726.96K), LPL Financial LLC ($112.28K), 1607 Capital Partners LLC ($35.05K), Essex Financial Services Inc. ($17.40K), Landscape Capital Management L.L.C. ($15.71K), Sapient Capital LLC ($14.31K), and Integrated Wealth Concepts LLC ($13.32K).

How much institutional selling is happening at Sprott Focus Trust?

Institutional investors have sold a total of 953,974 shares in the last 24 months. This volume of shares sold represents approximately $7.18M in transactions.


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This page (NASDAQ:FUND) was last updated on 2/22/2025 by MarketBeat.com Staff
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