Free Trial

Sprott Focus Trust (FUND) Institutional Ownership

→ Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI (From Banyan Hill Publishing) (Ad)
Free FUND Stock Alerts
$7.68
+0.02 (+0.26%)
(As of 04/29/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

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)
$5.50M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.16M
Get FUND Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sprott Focus Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FUND Institutional Buying and Selling by Quarter

Sprott Focus Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/7/2024Shaker 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%
11/2/2023Shaker Financial Services LLC678,934$5.11M2.4%+23.3%2.294%
8/10/2023Cetera Investment Advisers239,094$1.90M0.0%+3.0%0.807%
8/7/2023Shaker 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%
5/8/2023Shaker 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%
2/7/2023IFP Advisors Inc29,593$235K0.0%+37.1%0.100%
2/3/2023Shaker 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%
11/9/2022Shaker 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%
8/1/2022Shaker Financial Services LLC454,316$3.44M1.7%+33.2%1.549%
7/13/2022Private Advisor Group LLC22,500$170K0.0%-8.2%0.077%
READ THIS – If You Missed Out On The AI Boom (Ad)

Adam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy. Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.”

Click on Adam's shiny forehead for more details.
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%
5/6/2022Shaker 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%
2/10/2022Private 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%
2/7/2022Shaker 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%
11/10/2021Creative 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%
11/2/2021Shaker Financial Services LLC227,202$1.88M0.8%-54.0%0.775%
11/2/2021 Raymond James & Associates10,300$85K0.0%-71.4%0.035%
10/14/2021Private 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%
8/12/2021Private Advisor Group LLC58,400$497K0.0%-22.2%0.199%
8/10/2021BerganKDV Wealth Management LLC3,016$26K0.0%N/A0.010%
8/6/2021HighTower Advisors LLC21,401$182K0.0%-21.9%0.073%
8/4/2021Shaker 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%
5/17/2021Royal Bank of Canada148,990$1.16M0.0%+182.2%0.510%
5/14/2021Stifel Financial Corp432,409$3.37M0.0%-2.4%1.481%
5/13/2021Cornerstone Advisors LLC141,807$1.11M0.1%-23.7%0.486%
READ THIS – If You Missed Out On The AI Boom (Ad)

Adam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy. Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.”

Click on Adam's shiny forehead for more details.
5/13/2021 Bourgeon Capital Management LLC24,309$190K0.0%N/A0.083%
5/10/2021HighTower Advisors LLC27,401$214K0.0%-10.1%0.094%
4/23/2021 Blue Bell Private Wealth Management LLC54,009$421K0.1%N/A0.185%
4/22/2021Private Advisor Group LLC75,075$586K0.0%+104.4%0.257%
2/17/2021Cetera Investment Advisers182,016$1.26M0.0%N/A0.623%
2/12/2021Stifel Financial Corp442,858$3.06M0.0%+4.4%1.516%
2/11/2021RMB Capital Management LLC114,317$789K0.0%+100.6%0.391%
2/10/2021HighTower Advisors LLC30,480$210K0.0%+41.8%0.104%
2/9/2021Wells Fargo & Company MN513,468$3.54M0.0%+43.5%1.758%
2/9/2021Landscape Capital Management L.L.C.42,119$291K0.0%+227.6%0.144%
(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, 22 institutional investors and hedge funds held shares of Sprott Focus Trust. The most heavily invested institutionals were Shaker Financial Services LLC ($6.70M), LPL Financial LLC ($3.62M), 1607 Capital Partners LLC ($3.09M), Integrated Wealth Concepts LLC ($2.64M), Essex Financial Services Inc. ($2.16M), Cetera Investment Advisers ($1.90M), and Sprott Inc. ($915K).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 15 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 ($788.11K), Integrated Wealth Concepts LLC ($351.21K), Sapient Capital LLC ($177.63K), Wolverine Asset Management LLC ($58.48K), Lodestar Private Asset Management LLC ($41.19K), Commonwealth Equity Services LLC ($24.09K), and IFP Advisors Inc ($19.93K).

How much institutional buying is happening at Sprott Focus Trust?

Institutional investors have bought a total of 1,538,812 shares in the last 24 months. This purchase volume represents approximately $12.11M in transactions.

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

Of the 10 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: 1607 Capital Partners LLC ($330.82K), LPL Financial LLC ($115.38K), Shaker Financial Services LLC ($106.83K), Northwestern Mutual Wealth Management Co. ($19.42K), Integrated Wealth Concepts LLC ($8.44K), Essex Financial Services Inc. ($7.03K), and Peapack Gladstone Financial Corp ($5.14K).

How much institutional selling is happening at Sprott Focus Trust?

Institutional investors have sold a total of 601,654 shares in the last 24 months. This volume of shares sold represents approximately $5.11M in transactions.


Related Companies:
This page (NASDAQ:FUND) was last updated on 4/29/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI
Banyan Hill Publishing
Charles Payne’s Gift to Stock Investors
Unstoppable Prosperity
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Elon Musk Secret Crypto Plot Exposed
Crypto 101 Media
The AI stock to buy right now
StockEarnings