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Sprott Focus Trust (FUND) Institutional Ownership

Sprott Focus Trust logo
$7.18 +0.02 (+0.28%)
As of 11:56 AM Eastern
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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)
$11.67M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.12M
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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
4/30/2025 Hara Capital LLC67,696$502K0.3%-2.7%0.227%
4/25/2025 Essex Financial Services Inc.222,879$1.65M0.1%-5.0%0.748%
3/14/2025 Hara Capital LLC69,586$509K0.3%N/A0.233%
2/17/2025Waverly Advisors LLC10,792$79K0.0%N/A0.036%
2/17/2025Captrust Financial Advisors90,290$660K0.0%-2.4%0.303%
2/14/2025AQR Arbitrage LLC162,776$1.18M0.0%+34.5%0.546%
2/14/2025Integrated Wealth Concepts LLC318,403$2.33M0.0%-3.4%1.068%
2/14/2025Shaker Financial Services LLC375,210$2.75M1.1%-61.5%1.259%
2/13/20251607 Capital Partners LLC310,073$2.27M0.2%+20.4%1.040%
2/13/2025NewEdge Advisors LLC11,200$82K0.0%N/A0.038%
2/13/2025Raymond James Financial Inc.20,302$149K0.0%N/A0.068%
2/13/2025Wells Fargo & Company MN86,671$634K0.0%+7.6%0.291%
2/12/2025Landscape Capital Management L.L.C.37,723$276K0.0%-29.4%0.127%
2/12/2025Level Four Advisory Services LLC23,548$172K0.0%+9.0%0.079%
2/11/2025LPL Financial LLC388,110$2.84M0.0%+179.0%1.302%
2/7/2025HighTower Advisors LLC19,750$144K0.0%N/A0.066%
2/7/2025Blue Bell Private Wealth Management LLC133,641$978K0.2%+41.3%0.448%
2/6/2025Raymond James Financial Inc.20,302$149K0.0%N/A0.068%
2/4/2025Sprott Inc.14,777,915$108.08M6.4%+2.3%49.574%
2/3/2025Wolverine 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%
11/15/2024Integrated Wealth Concepts LLC329,649$2.54M0.0%+1.0%1.106%
11/14/2024Captrust Financial Advisors92,514$712K0.0%+3.4%0.310%
10/31/2024Shaker 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%
8/5/2024Blue Bell Private Wealth Management LLC63,348$474K0.1%+392.5%0.214%
8/3/2024Shaker 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%
4/24/2024Blue 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%
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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%
1/25/2024Blue 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%
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%
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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%
1/26/2022Blue 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%
11/10/2021Blue 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%
(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 Hara Capital LLC ($149.17K).

How much institutional buying is happening at Sprott Focus Trust?

Institutional investors have bought a total of 2,259,182 shares in the last 24 months. This purchase volume represents approximately $17.18M in transactions.

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

Of the 13 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. ($29.23K), 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 967,692 shares in the last 24 months. This volume of shares sold represents approximately $7.28M in transactions.


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This page (NASDAQ:FUND) was last updated on 5/2/2025 by MarketBeat.com Staff
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