Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership

$28.36
+0.27 (+0.96%)
(As of 05/3/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$790.07K
Number of
Institutional Sellers
(last 12 months)
0
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Sovereigns Capital Flourish Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Blue Trust Inc.26,557$790K0.0%N/A2.027%
2/9/2024EverSource 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, the following institutional investors and hedge funds held shares of Sovereigns Capital Flourish Fund shares: EverSource Wealth Advisors LLC ($12.95M), and Blue Trust Inc. ($790K), Keel Point LLC ($346K).Learn more on SOVF's institutional investors.

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

The following institutional investors have purchased Sovereigns Capital Flourish Fund stock in the last 24 months: EverSource Wealth Advisors LLC ($456.29K), Blue Trust Inc. ($26.56K), and Keel Point LLC ($12.18K).

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

Institutional investors have bought a total of 495,029 shares in the last 24 months. This purchase volume represents approximately $790.07K in transactions.


This page (NYSEARCA:SOVF) was last updated on 5/3/2024 by MarketBeat.com Staff

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