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Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership

$32.08 +0.58 (+1.84%)
(As of 01:52 PM ET)

Institutional Ownership Changes (13F Filings) for Sovereigns Capital Flourish Fund (NYSEARCA:SOVF)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$9.80M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.20M
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SOVF Institutional Buying and Selling by Quarter

Sovereigns Capital Flourish Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC20,841$630K0.1%+33.0%1.555%
11/14/2024 CreativeOne Wealth LLC67,625$2.05M0.1%+36.5%5.047%
11/13/2024 Townsquare Capital LLC20,524$623K0.0%N/A1.532%
11/8/2024 EverSource Wealth Advisors LLC680,685$20.66M1.3%+5.8%50.797%
11/1/2024 Atria Investments Inc11,648$353K0.0%+6.9%0.869%
10/21/2024 AIFG Consultants Ltd.16,911$513K0.4%-13.1%1.262%
10/18/2024Blue Trust Inc.33,961$973K0.0%+27.9%2.534%
10/16/2024 BOS Asset Management LLC24,502$744K0.3%N/A1.829%
10/9/2024 Cornerstone Management Inc.113,034$3.43M0.7%+2.3%8.435%
8/14/2024 EverSource Wealth Advisors LLC643,470$19.94M1.2%+13.4%48.020%
8/1/2024 Valmark Advisers Inc.15,917$456K0.0%-71.1%1.188%
6/11/2024 EverSource Wealth Advisors LLC567,224$15.71M1.2%+24.3%42.330%
5/1/2024Blue Trust Inc.26,557$790K0.0%N/A2.027%
2/9/2024 EverSource Wealth Advisors LLC456,290$12.95M1.2%N/A0.000%
1/30/2024 Keel Point LLC12,182$346K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SOVF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOVF shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Sovereigns Capital Flourish Fund. The most heavily invested institutionals were EverSource Wealth Advisors LLC ($20.66M), Cornerstone Management Inc. ($3.43M), CreativeOne Wealth LLC ($2.05M), Blue Trust Inc. ($973K), BOS Asset Management LLC ($744K), Arete Wealth Advisors LLC ($630K), and Townsquare Capital LLC ($623K).Learn more on SOVF's institutional investors.

Which institutional investors have been buying Sovereigns Capital Flourish Fund stock?

Of the 9 institutional investors that purchased Sovereigns Capital Flourish Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EverSource Wealth Advisors LLC ($680.69K), Blue Trust Inc. ($33.96K), BOS Asset Management LLC ($24.50K), Townsquare Capital LLC ($20.52K), CreativeOne Wealth LLC ($18.08K), Keel Point LLC ($12.18K), and Arete Wealth Advisors LLC ($5.18K).

How much institutional buying is happening at Sovereigns Capital Flourish Fund?

Institutional investors have bought a total of 798,444 shares in the last 24 months. This purchase volume represents approximately $9.80M in transactions.

Which Sovereigns Capital Flourish Fund major shareholders have been selling company stock?

The following institutional investors have sold Sovereigns Capital Flourish Fund stock in the last 24 months: Valmark Advisers Inc. ($39.23K), and AIFG Consultants Ltd. ($2.54K).

How much institutional selling is happening at Sovereigns Capital Flourish Fund?

Institutional investors have sold a total of 41,767 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.



This page (NYSEARCA:SOVF) was last updated on 11/21/2024 by MarketBeat.com Staff
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