Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership $32.09 +0.40 (+1.26%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Sovereigns Capital Flourish Fund (NYSEARCA:SOVF)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$10.17MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$1.20M Get SOVF Insider Trade Alerts Want to know when executives and insiders are buying or selling Sovereigns Capital Flourish Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SOVF Institutional Buying and Selling by Quarter Sovereigns Capital Flourish Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/25/2024World Investment Advisors LLC12,245$372K0.0%N/A0.914% 11/18/2024Arete Wealth Advisors LLC20,841$630K0.1%+33.0%1.555% 11/14/2024CreativeOne Wealth LLC67,625$2.05M0.1%+36.5%5.047% 11/13/2024Townsquare Capital LLC20,524$623K0.0%N/A1.532% 11/8/2024EverSource Wealth Advisors LLC680,685$20.66M1.3%+5.8%50.797% 11/1/2024Atria Investments Inc11,648$353K0.0%+6.9%0.869% 10/21/2024AIFG Consultants Ltd.16,911$513K0.4%-13.1%1.262% 10/18/2024Blue Trust Inc.33,961$973K0.0%+27.9%2.534% 10/16/2024BOS Asset Management LLC24,502$744K0.3%N/A1.829% 10/9/2024Cornerstone Management Inc.113,034$3.43M0.7%+2.3%8.435% 8/14/2024EverSource Wealth Advisors LLC643,470$19.94M1.2%+13.4%48.020% 8/1/2024Valmark Advisers Inc.15,917$456K0.0%-71.1%1.188% 6/11/2024EverSource Wealth Advisors LLC567,224$15.71M1.2%+24.3%42.330% 5/1/2024Blue Trust Inc.26,557$790K0.0%N/A2.027% 2/9/2024EverSource Wealth Advisors LLC456,290$12.95M1.2%N/A0.000% 1/30/2024Keel 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, 12 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 10 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), World Investment Advisors LLC ($12.25K), and Keel Point LLC ($12.18K). How much institutional buying is happening at Sovereigns Capital Flourish Fund? Institutional investors have bought a total of 810,689 shares in the last 24 months. This purchase volume represents approximately $10.17M 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. 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