Source Capital, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 02/12/2025 | 274,334 | $11.93 M | 100.00% | 3.35% | |
| D.A. DAVIDSON & CO. | 01/31/2025 | 157,030 | $6.83 M | 3.52% | 1.92% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/07/2025 | 77,073 | $3.35 M | 0.82% | 0.94% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 72,665 | $3.16 M | -2.48% | 0.89% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 65,760 | $2.86 M | 0.32% | 0.80% |
| CHEMISTRY WEALTH MANAGEMENT LLC | 01/15/2025 | 57,566 | $2.50 M | -7.55% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 51,306 | $2.23 M | 100.00% | 0.63% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 02/13/2025 | 27,387 | $1.19 M | 0.55% | 0.33% |
| UBS GROUP AG | 02/14/2025 | 26,983 | $1.17 M | 4.21% | 0.33% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 26,081 | $1.13 M | 77.55% | 0.32% |
| INVESCO LTD. | 02/13/2025 | 24,944 | $1.08 M | 40.56% | 0.30% |
| US BANCORP \DE\ | 02/05/2025 | 24,800 | $1.08 M | 0.00% | 0.30% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 18,038 | $883,830 | -69.99% | 0.22% |
| PARK AVENUE SECURITIES LLC | 01/14/2025 | 17,416 | $757,000 | 6.69% | 0.21% |
| ROYAL BANK OF CANADA | 02/14/2025 | 16,962 | $738,000 | 0.15% | 0.21% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 02/03/2025 | 16,366 | $711,761 | 100.00% | 0.20% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 16,211 | $731,000 | 0.47% | 0.20% |
| LAKE STREET ADVISORS GROUP, LLC | 02/04/2025 | 15,426 | $711,886 | 3.43% | 0.19% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 01/24/2025 | 14,955 | $650,400 | 0.00% | 0.18% |
| 01/31/2025 | 14,862 | $626,285 | -1.31% | 0.18% | |
| PECAUT & CO. | 02/11/2025 | 14,386 | $625,655 | -17.64% | 0.18% |
| CAPITAL INVESTMENT COUNSEL, INC | 02/03/2025 | 10,018 | $435,688 | 0.00% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 8,663 | $376,772 | -6.99% | 0.11% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 02/11/2025 | 8,218 | $357,404 | 100.00% | 0.10% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/30/2025 | 7,834 | $340,705 | -5.42% | 0.10% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 7,803 | $339,356 | 0.00% | 0.10% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 7,234 | $314,590 | 2.84% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 7,217 | $313,867 | -0.66% | 0.09% |
| WAYPOINT WEALTH PARTNERS INC. | 01/30/2025 | 7,154 | $311,132 | 0.00% | 0.09% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 01/31/2025 | 7,030 | $305,738 | -12.89% | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/14/2025 | 5,556 | $241,647 | 100.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 5,485 | $244,151 | -3.40% | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 4,748 | $206,490 | 100.00% | 0.06% |
| COLONIAL TRUST CO / SC | 02/14/2025 | 2,464 | $107,162 | 1.44% | 0.03% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 1,087 | $47,000 | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 510 | $22,181 | 100.00% | 0.01% |
| ASSETMARK, INC | 02/06/2025 | 332 | $14,439 | 100.00% | 0.00% |
| COLONIAL TRUST ADVISORS | 02/13/2025 | 300 | $13,047 | 100.00% | 0.00% |
| ELEQUIN SECURITIES, LLC | 02/18/2025 | 225 | $9,785 | 100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 200 | $8,698 | -81.53% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 200 | $8,698 | 0.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 01/24/2025 | 200 | $8,698 | 0.00% | 0.00% |
| MATHER GROUP, LLC. | 01/27/2025 | 174 | $7,560 | 0.00% | 0.00% |
| VENTURI WEALTH MANAGEMENT, LLC | 01/31/2025 | 75 | $3,262 | 0.00% | 0.00% |
| CWM, LLC | 02/04/2025 | 67 | $3,000 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 50 | $2,175 | 0.00% | 0.00% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 02/11/2025 | 41 | $1,783 | 100.00% | 0.00% |
| CULLEN/FROST BANKERS, INC. | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| NBC SECURITIES, INC. | 01/22/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
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Source Capital, Inc. institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Source Capital, Inc.. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 157,030
Mesirow Financial Investment Management, Inc.: 77,073
WELLS FARGO & COMPANY/MN: 72,665
FIRST TRUST ADVISORS LP: 65,760
Chemistry Wealth Management LLC: 57,566
RAYMOND JAMES FINANCIAL INC: 51,306
15.28% of Source Capital, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.04 M shares in the last 24 months. This purchase volume represents approximately $44.63 M in transactions.