Source Capital, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 04/28/2025 | 171.11 K | $7.10 M | 100.00% | 2.09% |
| MORGAN STANLEY | 05/15/2025 | 80.86 K | $3.36 M | 100.00% | 0.99% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 05/08/2025 | 77.54 K | $3.22 M | 100.00% | 0.95% |
| HARA CAPITAL LLC | 04/30/2025 | 71.54 K | $2.97 M | 100.00% | 0.87% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 68.52 K | $2.84 M | 100.00% | 0.84% |
| FIRST TRUST ADVISORS LP | 05/14/2025 | 67.80 K | $2.81 M | 100.00% | 0.83% |
| CHEMISTRY WEALTH MANAGEMENT LLC | 04/11/2025 | 52.77 K | $2.19 M | 100.00% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 43.84 K | $1.82 M | 100.00% | 0.53% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 32.31 K | $1.34 M | 100.00% | 0.39% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 05/20/2025 | 30.35 K | $1.26 M | 100.00% | 0.37% |
| 05/19/2025 | 27.29 K | $1.13 B | 100.00% | 0.33% | |
| SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 26.59 K | $1.10 M | 100.00% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 25.94 K | $1.08 M | 100.00% | 0.32% |
| INVESCO LTD. | 05/12/2025 | 25.73 K | $1.07 M | 100.00% | 0.31% |
| US BANCORP \DE\ | 05/08/2025 | 24.80 K | $1.03 M | 100.00% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 19.90 K | $825.87 K | 100.00% | 0.24% |
| PARK AVENUE SECURITIES LLC | 04/14/2025 | 17.10 K | $710.00 K | 100.00% | 0.21% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 05/14/2025 | 14.96 K | $620.76 K | 100.00% | 0.18% |
| PECAUT & CO. | 05/02/2025 | 14.58 K | $605.28 K | 100.00% | 0.18% |
| ROYAL BANK OF CANADA | 05/15/2025 | 13.57 K | $564.00 K | 100.00% | 0.17% |
| UBS GROUP AG | 05/13/2025 | 11.91 K | $494.50 K | 100.00% | 0.15% |
| CAPITAL INVESTMENT COUNSEL, INC | 04/28/2025 | 10.02 K | $415.83 K | 0.00% | 0.12% |
| LPL FINANCIAL LLC | 05/07/2025 | 9.96 K | $413.29 K | 100.00% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 7.48 K | $310.64 K | 100.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 7.23 K | $300.26 K | 100.00% | 0.09% |
| WAYPOINT WEALTH PARTNERS INC. | 05/13/2025 | 7.15 K | $296.95 K | 100.00% | 0.09% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 04/30/2025 | 6.33 K | $263.08 K | 100.00% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 5.91 K | $245.00 K | 100.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 5.37 K | $222.81 K | 100.00% | 0.07% |
| CORNERSTONE ADVISORS, LLC | 05/09/2025 | 2.88 K | $119.63 K | 100.00% | 0.04% |
| COLONIAL TRUST CO / SC | 05/14/2025 | 2.49 K | $105.55 K | 0.97% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 1.58 K | $65.54 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 05/12/2025 | 1.32 K | $54.67 K | 100.00% | 0.02% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2025 | 1.09 K | $45.00 K | 100.00% | 0.01% |
| NBC SECURITIES, INC. | 04/09/2025 | 976 | $40 | 100.00% | 0.01% |
| ASSETMARK, INC | 05/06/2025 | 553 | $22.95 K | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/15/2025 | 510 | $21.17 K | 100.00% | 0.01% |
| GARDE CAPITAL, INC. | 04/22/2025 | 427 | $17.73 K | 100.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 200 | $8.30 K | 100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 200 | $8.30 K | 100.00% | 0.00% |
| MATHER GROUP, LLC. | 04/25/2025 | 174 | $7.22 K | 100.00% | 0.00% |
| CWM, LLC | 05/01/2025 | 67 | $3.00 K | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 50 | $2.08 K | 100.00% | 0.00% |
| US BANCORP \DE\ | 05/08/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 0 | $0 | -100.00% | 0.00% |
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Source Capital, Inc. institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of Source Capital, Inc.. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 171,106
MORGAN STANLEY: 80,860
Mesirow Financial Investment Management, Inc.: 77,535
Hara Capital LLC: 71,542
WELLS FARGO & COMPANY/MN: 68,524
FIRST TRUST ADVISORS LP: 67,799
12.09% of Source Capital, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.07 M shares in the last 24 months. This purchase volume represents approximately $47.12 M in transactions.