Source Capital Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DKM WEALTH MANAGEMENT, INC. | 01/12/2026 | 294.86 K | $13.49 M | 3.23% | 3.58% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 170.02 K | $7.78 M | -0.04% | 2.07% |
| 02/17/2026 | 153.09 K | $153.09 M | 100.00% | 1.86% | |
| 01/26/2026 | 116.79 K | $5.34 M | 100.00% | 1.42% | |
| MORGAN STANLEY | 02/13/2026 | 91.96 K | $4.21 M | 3.43% | 1.12% |
| HARA CAPITAL LLC | 01/15/2026 | 90.47 K | $4.14 M | -17.27% | 1.10% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 71.42 K | $3.27 M | -1.99% | 0.87% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 60.82 K | $2.78 M | 8.86% | 0.74% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.84 K | $2.33 M | 11.59% | 0.62% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 37.75 K | $1.73 M | -51.13% | 0.46% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 32.70 K | $1.50 M | -0.21% | 0.40% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 02/26/2026 | 31.89 K | $1.46 M | 1.63% | 0.39% |
| INVESCO LTD. | 02/19/2026 | 30.49 K | $1.40 M | 10.48% | 0.37% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 28.35 K | $1.30 M | 0.83% | 0.34% |
| 02/09/2026 | 25.58 K | $1.17 M | 100.00% | 0.31% | |
| US BANCORP \DE\ | 01/30/2026 | 24.80 K | $1.13 M | 0.00% | 0.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 22.29 K | $1.02 M | 17.65% | 0.27% |
| CHEMISTRY WEALTH MANAGEMENT LLC | 01/06/2026 | 20.99 K | $960.32 K | -16.32% | 0.26% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 19.32 K | $884.27 K | 108.89% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 18.41 K | $842.30 K | 0.47% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 16.68 K | $763.37 K | 0.22% | 0.20% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 15.53 K | $711.00 K | -1.22% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 15.11 K | $691.29 K | -0.30% | 0.18% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 02/13/2026 | 14.96 K | $684.34 K | -16.71% | 0.18% |
| PECAUT & CO. | 02/10/2026 | 13.31 K | $609.11 K | 1.11% | 0.16% |
| ROYAL BANK OF CANADA | 02/17/2026 | 13.21 K | $605.00 K | -4.21% | 0.16% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 12.16 K | $556.62 K | -30.78% | 0.15% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 11.65 K | $533.26 K | 100.00% | 0.14% |
| 02/17/2026 | 11.41 K | $522.17 K | 100.00% | 0.14% | |
| CAPITAL INVESTMENT COUNSEL, INC | 01/23/2026 | 9.00 K | $411.84 K | -10.16% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.76 K | $401.13 K | -23.10% | 0.11% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 7.80 K | $357.07 K | 0.00% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 7.13 K | $326.22 K | -39.86% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 6.82 K | $312.02 K | -6.27% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 6.74 K | $308.00 K | 0.00% | 0.08% |
| UPTOWN FINANCIAL ADVISORS LLC | 01/23/2026 | 6.04 K | $276.48 K | 100.00% | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 5.96 K | $272.91 K | 23.33% | 0.07% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 5.92 K | $271.01 K | -19.24% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 5.24 K | $239.92 K | 100.00% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 4.34 K | $198.64 K | 100.00% | 0.05% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 3.67 K | $168.03 K | -79.26% | 0.04% |
| ASSETMARK, INC | 01/23/2026 | 3.09 K | $141.54 K | 0.00% | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 2.93 K | $134.28 K | 9.48% | 0.04% |
| COLONIAL TRUST CO / SC | 02/12/2026 | 2.61 K | $119.33 K | 100.00% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 2.60 K | $119.11 K | 100.00% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.86 K | $85.23 K | 100.00% | 0.02% |
| MANCHESTER CAPITAL MANAGEMENT LLC | 02/11/2026 | 1.48 K | $67.74 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.32 K | $60.27 K | -23.61% | 0.02% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 1.31 K | $62.49 K | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 01/29/2026 | 1.10 K | $50.18 K | 0.46% | 0.01% |
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Source Capital institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were:
DKM Wealth Management, Inc.: 301,449
D.A. DAVIDSON & CO.: 169,289
Mesirow Financial Investment Management, Inc.: 75,349
Anchor Investment Management, LLC: 31,977
CARY STREET PARTNERS FINANCIAL LLC: 19,171
Chemistry Wealth Management LLC: 15,696
19.64% of Source Capital stock is owned by institutional investors.
Institutional investors have bought a total of 1.60 M shares in the last 24 months. This purchase volume represents approximately $75.26 M in transactions.