Sprott Focus Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SPROTT INC. | 05/08/2026 | 15.54 M | $148.30 M | 0.56% | 51.97% |
| ROYAL BANK OF CANADA | 05/15/2026 | 802.43 K | $7.66 M | 15.35% | 2.68% |
| LPL FINANCIAL LLC | 05/06/2026 | 538.13 K | $5.13 M | 2.34% | 1.80% |
| MORGAN STANLEY | 05/15/2026 | 249.58 K | $2.38 M | -12.47% | 0.83% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 233.15 K | $2.22 M | -6.84% | 0.78% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 218.59 K | $2.09 M | 0.46% | 0.73% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 215.58 K | $2.06 M | 7.29% | 0.72% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 203.21 K | $1.94 M | -56.39% | 0.68% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 153.13 K | $1.46 M | 15.02% | 0.51% |
| 04/16/2026 | 150.64 K | $1.44 M | -0.18% | 0.50% | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 138.90 K | $1.33 M | 0.00% | 0.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 108.43 K | $1.03 M | 2.64% | 0.36% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 86.07 K | $821.13 K | 0.77% | 0.29% |
| SAPIENT CAPITAL LLC | 06/22/2026 | 82.02 K | $782.45 K | 1.48% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 50.16 K | $478.51 K | 6.97% | 0.17% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 04/27/2026 | 29.11 K | $277.75 K | 0.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 28.55 K | $272.40 K | -33.84% | 0.10% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 26.62 K | $253.92 K | 2.04% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 26.54 K | $253.73 K | 12.78% | 0.09% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 22.69 K | $216.47 K | 1.49% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 19.86 K | $189.43 K | 1.48% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 18.25 K | $174.06 K | 0.73% | 0.06% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 11.20 K | $106.82 K | 1.48% | 0.04% |
| HARA CAPITAL LLC | 05/14/2026 | 10.79 K | $102.94 K | -67.19% | 0.04% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 10.72 K | $102.25 K | 0.00% | 0.04% |
| 04/22/2026 | 7.17 K | $68.41 K | 1.49% | 0.02% | |
| UBS GROUP AG | 05/05/2026 | 4.42 K | $42.18 K | -65.41% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 3.13 K | $29.84 K | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.61 K | $15.37 K | 1.45% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 17 | $164 | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1 | $15 | 0.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 1 | $9 | 100.00% | 0.00% |
| AQR ARBITRAGE LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
Sprott Focus Trust Inc institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Sprott Focus Trust Inc. The most heavily invested institutionals were:
SPROTT INC.: 15.54 M
ROYAL BANK OF CANADA: 802,431
LPL Financial LLC: 538,130
MORGAN STANLEY: 249,584
Integrated Wealth Concepts LLC: 233,151
Essex Financial Services, Inc.: 218,586
63.51% of Sprott Focus Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 19.48 M shares in the last 24 months. This purchase volume represents approximately $188.38 M in transactions.