SOURCE CAPITAL /DE/

Institutional Ownership & Holdings Analysis

About
CIK: 0000091847
Type: CompanyHolders: 54Top 10: 71.0%Value: $57.7B

source-capital-de is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.

Top Institutional Holders
#1DKM Wealth Management, Inc.
As of 2024-12-31
Value:$11.9M
#2D.A. DAVIDSON & CO.
As of 2024-12-31
Value:$6.8M
#3MORGAN STANLEY
As of 2024-12-31
Value:$3.8M
#4Mesirow Financial Investment Management, Inc.
As of 2024-12-31
Value:$3.4M
#5WELLS FARGO & COMPANY/MN
As of 2024-12-31
Value:$3.2M
#6Hara Capital LLC
As of 2024-12-31
Value:$3.1M
#7FIRST TRUST ADVISORS LP
As of 2024-12-31
Value:$2.9M
#8Chemistry Wealth Management LLC
As of 2024-12-31
Value:$2.5M
#9RAYMOND JAMES FINANCIAL INC
As of 2024-12-31
Value:$2.2M
#10Anchor Investment Management, LLC
As of 2024-12-31
Value:$1.2M
#11BANK OF AMERICA CORP /DE/
As of 2024-12-31
Value:$1.2M
#12UBS Group AG
As of 2024-12-31
Value:$1.2M
#13Hennion & Walsh Asset Management, Inc.
As of 2024-12-31
Value:$1.1M
#14Invesco Ltd.
As of 2024-12-31
Value:$1.1M
#15US BANCORP \DE\
As of 2024-12-31
Value:$1.1M
#16Shaker Financial Services, LLC
As of 2024-12-31
Value:$883.8K
#17PARK AVENUE SECURITIES LLC
As of 2024-12-31
Value:$757.0K
#18ROYAL BANK OF CANADA
As of 2024-12-31
Value:$738.0K
#19THRIVENT FINANCIAL FOR LUTHERANS
As of 2024-12-31
Value:$731.0K
#20LAKE STREET ADVISORS GROUP, LLC
As of 2024-12-31
Value:$711.9K
Total Institutional Holders:54
Top 10 Holders Own:71.0%