Source Capital Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DKM WEALTH MANAGEMENT, INC. | 07/30/2026 | 313.10 K | $14.39 M | 3.86% | 3.81% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 166.92 K | $7.67 M | -1.40% | 2.03% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 153.97 K | $7.08 M | 409.74% | 1.87% |
| DIVERSIFIED MANAGEMENT INC | 07/10/2026 | 121.29 K | $5.58 M | 2.81% | 1.48% |
| HARA CAPITAL LLC | 08/11/2026 | 99.57 K | $4.58 M | 53.79% | 1.21% |
| MORGAN STANLEY | 08/13/2026 | 90.88 K | $4.18 M | 0.62% | 1.11% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 75.55 K | $3.47 M | 1.37% | 0.92% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 07/22/2026 | 75.41 K | $3.47 M | 0.08% | 0.92% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 67.50 K | $3.10 M | -1.19% | 0.82% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 58.02 K | $2.67 M | -1.60% | 0.71% |
| INVESCO LTD. | 08/14/2026 | 33.95 K | $1.56 M | 6.36% | 0.41% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 09/15/2026 | 28.76 K | $1.32 M | -10.07% | 0.35% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 28.06 K | $1.29 M | -0.58% | 0.34% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 25.98 K | $1.19 M | -19.42% | 0.32% |
| US BANCORP \DE\ | 08/12/2026 | 24.80 K | $1.14 M | 0.00% | 0.30% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 22.79 K | $1.05 M | -44.79% | 0.28% |
| LPL FINANCIAL LLC | 08/07/2026 | 21.03 K | $966.50 K | -1.35% | 0.26% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 15.80 K | $726.27 K | 6.22% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 15.12 K | $694.96 K | 121.21% | 0.18% |
| CHEMISTRY WEALTH MANAGEMENT LLC | 07/09/2026 | 14.19 K | $652.36 K | -9.59% | 0.17% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 08/13/2026 | 14.07 K | $646.66 K | -5.94% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 14.04 K | $645.34 K | 0.72% | 0.17% |
| PECAUT & CO. | 08/03/2026 | 13.60 K | $625.24 K | 1.10% | 0.17% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 12.28 K | $564.51 K | 100.00% | 0.15% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 11.76 K | $540.61 K | 100.00% | 0.14% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 11.75 K | $540.19 K | -1.50% | 0.14% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 10.67 K | $490.32 K | -6.16% | 0.13% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 10.33 K | $475.06 K | 105.37% | 0.13% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 9.81 K | $451.06 K | -48.82% | 0.12% |
| CAPITAL INVESTMENT COUNSEL, INC | 07/27/2026 | 9.00 K | $413.73 K | 0.00% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 7.98 K | $366.71 K | 16.66% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 7.39 K | $340.00 K | 0.68% | 0.09% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 6.30 K | $289.81 K | 15.08% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 5.56 K | $255.59 K | -18.26% | 0.07% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 08/07/2026 | 5.19 K | $238.47 K | 1.37% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 5.12 K | $235.35 K | -1.14% | 0.06% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 4.67 K | $214.86 K | 100.00% | 0.06% |
| ASSETMARK, INC | 07/30/2026 | 3.59 K | $164.85 K | 0.00% | 0.04% |
| ALIGN FINANCIAL, LLC | 07/27/2026 | 3.35 K | $153.80 K | 0.00% | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.77 K | $124.22 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.82 K | $83.00 K | -85.65% | 0.02% |
| CROSSINGBRIDGE ADVISORS, LLC | 08/13/2026 | 1.70 K | $78.15 K | 100.00% | 0.02% |
| ALPHACENTRIC ADVISORS LLC | 07/24/2026 | 1.70 K | $78.15 K | 100.00% | 0.02% |
| MANCHESTER CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.52 K | $69.89 K | 1.33% | 0.02% |
| KEY CAPITAL MANAGEMENT, INC | 07/28/2026 | 1.31 K | $60.13 K | 100.00% | 0.02% |
| NBC SECURITIES, INC. | 07/21/2026 | 1.11 K | $51.10 K | 1.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1.00 K | $45.97 K | 0.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 965 | $44.36 K | -31.02% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 913 | $41.97 K | 73.90% | 0.01% |
| WHI TRUST CO LLC | 08/11/2026 | 912 | $41.93 K | 0.00% | 0.01% |
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Source Capital institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were:
DKM Wealth Management, Inc.: 313,096
D.A. DAVIDSON & CO.: 166,920
Shaker Financial Services, LLC: 153,966
DIVERSIFIED MANAGEMENT INC: 121,285
Hara Capital LLC: 99,565
MORGAN STANLEY: 90,877
19.92% of Source Capital stock is owned by institutional investors.
Institutional investors have bought a total of 1.75 M shares in the last 24 months. This purchase volume represents approximately $82.41 M in transactions.