Central Securities Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ATLAS WEALTH LLC | 07/28/2026 | 615.56 K | $32.29 M | 100.00% | 2.08% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 447.26 K | $23.46 M | 12.81% | 1.51% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 390.29 K | $20.47 M | -40.71% | 1.32% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 385.06 K | $20.20 M | 10.04% | 1.30% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 300.41 K | $15.76 M | 0.10% | 1.02% |
| MORGAN STANLEY | 08/13/2026 | 198.73 K | $10.42 M | -2.06% | 0.67% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 188.44 K | $9.88 M | 0.00% | 0.64% |
| CHILTON INVESTMENT CO INC. | 08/14/2026 | 117.16 K | $6.15 M | 9.33% | 0.40% |
| BRASADA CAPITAL MANAGEMENT, LP | 08/17/2026 | 117.00 K | $6.14 M | -7.19% | 0.40% |
| THIRD AVENUE MANAGEMENT LLC | 08/12/2026 | 101.81 K | $5.34 M | 0.00% | 0.34% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 94.43 K | $4.95 M | 2.97% | 0.32% |
| MATISSE CAPITAL | 08/12/2026 | 65.00 K | $3.41 M | 0.00% | 0.22% |
| DOUGLASS WINTHROP ADVISORS, LLC | 08/13/2026 | 61.44 K | $3.22 M | 3.36% | 0.21% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 59.15 K | $3.10 M | 2.76% | 0.20% |
| COLONIAL TRUST ADVISORS | 08/11/2026 | 50.75 K | $2.66 M | 0.40% | 0.17% |
| UBS GROUP AG | 08/13/2026 | 50.21 K | $2.63 M | -2.80% | 0.17% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 46.78 K | $2.45 M | -5.69% | 0.16% |
| COHEN & STEERS, INC. | 08/14/2026 | 44.00 K | $2.31 M | 0.00% | 0.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 43.77 K | $2.30 M | -0.05% | 0.15% |
| CSS LLC/IL | 08/14/2026 | 40.61 K | $2.13 M | -4.69% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 38.18 K | $2.00 M | -12.31% | 0.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 36.01 K | $1.89 M | 10.19% | 0.12% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 34.74 K | $1.82 M | -0.64% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 32.46 K | $1.70 M | 10.43% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 30.86 K | $1.62 M | 0.00% | 0.10% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 28.12 K | $1.47 M | 15.90% | 0.10% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 27.92 K | $1.46 M | -2.84% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 27.17 K | $1.42 M | -6.45% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 26.88 K | $1.41 M | 7.03% | 0.09% |
| VAQUERO PRIVATE WEALTH, LTD | 07/17/2026 | 23.97 K | $1.26 M | 100.00% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 23.44 K | $1.23 M | -23.35% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.90 K | $1.15 M | 0.00% | 0.07% |
| FFT WEALTH MANAGEMENT LLC | 07/27/2026 | 21.60 K | $1.13 M | 0.00% | 0.07% |
| BROWN BROTHERS HARRIMAN & CO | 08/12/2026 | 18.35 K | $962.62 K | 0.00% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 17.80 K | $933.56 K | 42.27% | 0.06% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 16.98 K | $890.39 K | -0.67% | 0.06% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 16.39 K | $859.85 K | 0.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 16.00 K | $839.20 K | 0.94% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 15.66 K | $821.00 K | 0.02% | 0.05% |
| S&CO INC | 08/06/2026 | 15.22 K | $798.00 K | -1.64% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 14.87 K | $780.13 K | -3.59% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 14.63 K | $767.52 K | -0.73% | 0.05% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 14.07 K | $738.17 K | -4.25% | 0.05% |
| DIVERSIFIED TRUST CO | 07/17/2026 | 13.96 K | $732.20 K | 0.00% | 0.05% |
| PARKWOODS WEALTH PARTNERS, LLC | 07/27/2026 | 13.68 K | $717.41 K | 0.00% | 0.05% |
| JOEL ISAACSON & CO., LLC | 08/04/2026 | 13.21 K | $692.87 K | 0.00% | 0.04% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 11.83 K | $620.64 K | 0.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 10.96 K | $574.70 K | 0.00% | 0.04% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 10.79 K | $565.77 K | -70.45% | 0.04% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 10.58 K | $525.30 K | -3.75% | 0.04% |
Central Securities Corp institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Central Securities Corp. The most heavily invested institutionals were:
Atlas Wealth LLC: 615,562
Bulldog Investors, LLP: 447,259
Rockefeller Capital Management L.P.: 390,294
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 385,055
RAYMOND JAMES FINANCIAL INC: 300,407
MORGAN STANLEY: 198,726
14.33% of Central Securities Corp stock is owned by institutional investors.
Institutional investors have bought a total of 4.85 M shares in the last 24 months. This purchase volume represents approximately $245.98 M in transactions.