Source Capital Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DKM WEALTH MANAGEMENT, INC. | 04/10/2026 | 301.45 K | $13.96 M | 2.23% | 3.66% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 169.29 K | $7.84 M | -0.43% | 2.06% |
| 04/09/2026 | 117.97 K | $5.46 M | 1.01% | 1.43% | |
| MORGAN STANLEY | 05/15/2026 | 90.32 K | $4.18 M | -1.79% | 1.10% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 04/21/2026 | 75.35 K | $3.49 M | 99.59% | 0.92% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 74.53 K | $3.45 M | 4.36% | 0.91% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 68.32 K | $3.16 M | 12.32% | 0.83% |
| HARA CAPITAL LLC | 05/14/2026 | 64.74 K | $3.00 M | -28.44% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 58.96 K | $2.73 M | 15.96% | 0.72% |
| 05/15/2026 | 41.27 K | $1.91 M | 61.33% | 0.50% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 32.24 K | $1.49 M | -1.41% | 0.39% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 31.98 K | $1.48 M | 0.29% | 0.39% |
| INVESCO LTD. | 05/12/2026 | 31.92 K | $1.48 M | 4.70% | 0.39% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 30.21 K | $1.40 M | 56.31% | 0.37% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 28.23 K | $1.31 M | -0.42% | 0.34% |
| US BANCORP \DE\ | 05/15/2026 | 24.80 K | $1.15 M | 0.00% | 0.30% |
| LPL FINANCIAL LLC | 05/06/2026 | 21.31 K | $987.15 K | -4.37% | 0.26% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 19.17 K | $888.00 K | 221.45% | 0.23% |
| CHEMISTRY WEALTH MANAGEMENT LLC | 04/09/2026 | 15.70 K | $727.04 K | -25.21% | 0.19% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 05/15/2026 | 14.96 K | $692.72 K | 0.00% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 14.87 K | $686.35 K | -10.84% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 13.94 K | $645.62 K | -7.74% | 0.17% |
| PECAUT & CO. | 05/11/2026 | 13.45 K | $623.14 K | 1.07% | 0.16% |
| ROYAL BANK OF CANADA | 05/15/2026 | 12.65 K | $586.00 K | -4.22% | 0.15% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 11.93 K | $552.60 K | -1.92% | 0.14% |
| 04/16/2026 | 11.37 K | $526.47 K | -0.39% | 0.14% | |
| CAPITAL INVESTMENT COUNSEL, INC | 04/21/2026 | 9.00 K | $416.88 K | 0.00% | 0.11% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 7.80 K | $361.44 K | 0.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 7.34 K | $340.00 K | 8.90% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 6.84 K | $316.74 K | 0.28% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 6.83 K | $316.57 K | -22.01% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 6.80 K | $315.07 K | -4.59% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 5.48 K | $253.74 K | 4.48% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.18 K | $239.87 K | -12.56% | 0.06% |
| 05/14/2026 | 5.03 K | $233.11 K | 100.00% | 0.06% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 4.32 K | $200.06 K | 100.00% | 0.05% |
| ASSETMARK, INC | 05/06/2026 | 3.59 K | $166.10 K | 15.94% | 0.04% |
| 05/08/2026 | 3.35 K | $154.97 K | -97.81% | 0.04% | |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.77 K | $123.11 K | -5.73% | 0.03% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 2.64 K | $122.39 K | 1.30% | 0.03% |
| MANCHESTER CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.50 K | $69.48 K | 1.35% | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 1.40 K | $64.80 K | -67.77% | 0.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.32 K | $58.73 K | 0.00% | 0.02% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 1.31 K | $60.26 K | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 04/14/2026 | 1.10 K | $51.00 K | 0.37% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.00 K | $46.32 K | 1,900.00% | 0.01% |
| 04/24/2026 | 912 | $42.24 K | 0.00% | 0.01% | |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 669 | $30.99 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 525 | $24.32 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 510 | $23.62 K | 0.00% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Source Capital institutional Ownership - FAQ's
During the previous two years, 77 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
MORGAN STANLEY: 90,319
Mesirow Financial Investment Management, Inc.: 75,349
FIRST TRUST ADVISORS LP: 74,530
WELLS FARGO & COMPANY/MN: 68,318
17.96% of Source Capital stock is owned by institutional investors.
Institutional investors have bought a total of 1.42 M shares in the last 24 months. This purchase volume represents approximately $66.51 M in transactions.