Source Capital, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DKM WEALTH MANAGEMENT, INC. | 10/10/2025 | 285.64 K | $12.86 M | 1.49% | 3.47% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 170.09 K | $7.66 M | -1.19% | 2.07% |
| HARA CAPITAL LLC | 10/30/2025 | 109.34 K | $4.92 M | 1.68% | 1.33% |
| MORGAN STANLEY | 11/14/2025 | 88.91 K | $4.00 M | 8.93% | 1.08% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 11/12/2025 | 77.25 K | $3.48 M | 0.08% | 0.94% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 72.87 K | $3.28 M | 5.38% | 0.89% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 55.87 K | $2.52 M | 1.25% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 45.56 K | $2.05 M | -0.95% | 0.55% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 32.77 K | $1.48 M | -0.87% | 0.40% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 31.37 K | $1.41 M | -2.82% | 0.38% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 28.11 K | $1.27 M | 0.19% | 0.34% |
| INVESCO LTD. | 11/13/2025 | 27.60 K | $1.24 M | 6.55% | 0.34% |
| CHEMISTRY WEALTH MANAGEMENT LLC | 10/20/2025 | 25.08 K | $1.13 M | -48.67% | 0.30% |
| US BANCORP \DE\ | 11/12/2025 | 24.80 K | $1.12 M | 0.00% | 0.30% |
| LPL FINANCIAL LLC | 11/12/2025 | 18.94 K | $852.71 K | 30.56% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 18.32 K | $824.83 K | -1.57% | 0.22% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 11/12/2025 | 17.96 K | $808.33 K | 20.06% | 0.22% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 17.70 K | $796.99 K | 4.49% | 0.22% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 17.57 K | $791.18 K | -8.45% | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 16.65 K | $749.34 K | 7.83% | 0.20% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 15.72 K | $708.00 K | -4.04% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 15.15 K | $682.14 K | -39.41% | 0.18% |
| ROYAL BANK OF CANADA | 11/14/2025 | 13.79 K | $621.00 K | 1.62% | 0.17% |
| PECAUT & CO. | 11/03/2025 | 13.17 K | $592.68 K | -10.88% | 0.16% |
| UBS GROUP AG | 11/13/2025 | 11.85 K | $533.67 K | -0.26% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 11.39 K | $510.04 K | -3.55% | 0.14% |
| CAPITAL INVESTMENT COUNSEL, INC | 10/31/2025 | 10.02 K | $451.01 K | 100.00% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 9.25 K | $416.48 K | -84.80% | 0.11% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 8.15 K | $367.05 K | 100.00% | 0.10% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 7.80 K | $351.29 K | 100.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 7.33 K | $330.16 K | 4.27% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 7.28 K | $327.50 K | 0.28% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 6.74 K | $303.00 K | 13.95% | 0.08% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 4.92 K | $221.30 K | 100.00% | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 11/10/2025 | 4.84 K | $217.72 K | 100.00% | 0.06% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 11/06/2025 | 4.67 K | $210.11 K | -9.75% | 0.06% |
| ASSETMARK, INC | 11/06/2025 | 3.09 K | $139.25 K | 55.98% | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 2.68 K | $119.88 K | 8.06% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.72 K | $77.61 K | 30.90% | 0.02% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 1.31 K | $59.53 K | 100.00% | 0.02% |
| NBC SECURITIES, INC. | 11/14/2025 | 1.09 K | $49.13 K | 11.10% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 525 | $23.64 K | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 510 | $22.96 K | 0.00% | 0.01% |
| CX INSTITUTIONAL | 10/23/2025 | 378 | $17.00 K | 100.00% | 0.00% |
| MATHER GROUP, LLC. | 10/21/2025 | 234 | $10.53 K | 100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 200 | $9.00 K | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 116 | $5.22 K | 0.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 67 | $3.00 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 60 | $2.70 K | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 50 | $2.25 K | 0.00% | 0.00% |
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Source Capital, Inc. institutional Ownership - FAQ's
During the previous two years, 74 institutional investors and hedge funds held shares of Source Capital, Inc.. The most heavily invested institutionals were:
DKM Wealth Management, Inc.: 285,637
D.A. DAVIDSON & CO.: 170,091
Hara Capital LLC: 109,344
MORGAN STANLEY: 88,913
Mesirow Financial Investment Management, Inc.: 77,254
FIRST TRUST ADVISORS LP: 72,869
16.37% of Source Capital, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.48 M shares in the last 24 months. This purchase volume represents approximately $66.97 M in transactions.