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Sprott Focus Trust (FUND) Institutional Ownership

Sprott Focus Trust logo
$7.74 +0.07 (+0.85%)
As of 07/3/2025 01:04 PM 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)
19
Total
Institutional Inflows
(last 12 months)
$11.91M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.46M
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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
5/16/2025NewEdge Advisors LLC13,500$100K0.0%+20.5%0.045%
5/16/2025Integrated Wealth Concepts LLC306,353$2.27M0.0%-3.8%1.028%
5/16/20251607 Capital Partners LLC164,668$1.22M0.1%-46.9%0.552%
5/15/2025Royal Bank of Canada579,065$4.29M0.0%+16.7%1.943%
5/14/2025Sprott Inc.14,932,818$110.65M6.0%+1.0%50.102%
5/13/2025HighTower Advisors LLC17,774$132K0.0%-10.0%0.060%
5/12/2025Wolverine Asset Management LLC112,105$831K0.0%-40.5%0.376%
5/9/2025Shaker Financial Services LLC317,148$2.35M0.9%-15.5%1.064%
5/7/2025LPL Financial LLC433,753$3.21M0.0%+11.8%1.455%
5/6/2025Readystate Asset Management LP15,475$115K0.0%-60.1%0.052%
5/5/2025Blue Bell Private Wealth Management LLC143,963$1.07M0.2%+7.7%0.483%
4/30/2025Hara Capital LLC67,696$502K0.3%-2.7%0.227%
4/25/2025Essex Financial Services Inc.222,879$1.65M0.1%-5.0%0.748%
3/14/2025Hara 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%
1/31/2025Hara Capital LLC79,586$582K0.4%N/A0.267%
1/29/2025Essex Financial Services Inc.234,707$1.72M0.1%-1.0%0.787%
1/29/2025Sapient 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%
10/11/2024Sapient 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%
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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%
8/1/2024Mraz Amerine & Associates Inc.11,720$88K0.0%-26.0%0.040%
7/31/2024Essex 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%
4/24/2024Essex Financial Services Inc.268,272$2.16M0.2%-1.5%0.906%
4/23/2024Sapient 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%
2/6/2024Sapient Capital LLC94,131$753K0.0%N/A0.318%
2/6/2024Essex 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%
1/29/2024Sapient 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%
2/2/2023Lodestar 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%
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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%
(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, 28 institutional investors and hedge funds held shares of Sprott Focus Trust. The most heavily invested institutionals were Sprott Inc. ($110.65M), Royal Bank of Canada ($4.29M), LPL Financial LLC ($3.21M), Shaker Financial Services LLC ($2.35M), Integrated Wealth Concepts LLC ($2.27M), Cetera Advisors LLC ($1.87M), and Cetera Investment Advisers ($1.75M).Learn more on Sprott Focus Trust's institutional investors.

What percentage of Sprott Focus Trust's stock is owned by institutional investors?

12.63% of Sprott Focus Trust's stock is owned by institutional investors. Learn more on FUND's institutional investor holdings.

Which institutional investors have been buying Sprott Focus Trust's stock?

Of the 22 institutional investors that purchased Sprott Focus Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sprott Inc. ($486.23K), Shaker Financial Services LLC ($426.87K), LPL Financial LLC ($294.62K), 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 1,616,533 shares in the last 24 months. This purchase volume represents approximately $11.91M in transactions.

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

Of the 14 institutional investors that sold Sprott Focus Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($678.20K), 1607 Capital Partners LLC ($145.41K), Wolverine Asset Management LLC ($76.38K), Readystate Asset Management LP ($23.34K), Integrated Wealth Concepts LLC ($23.30K), Essex Financial Services Inc. ($22.20K), and Landscape Capital Management L.L.C. ($15.71K).

How much institutional selling is happening at Sprott Focus Trust?

Institutional investors have sold a total of 1,012,606 shares in the last 24 months. This volume of shares sold represents approximately $7.46M in transactions.


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This page (NASDAQ:FUND) was last updated on 7/4/2025 by MarketBeat.com Staff
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