Who owns Source Capital?

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Analyze quarterly positions in Source Capital with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Source Capital stock

Who bought or sold Source Capital this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Chemistry Wealth Management 131k $5.3M -19% Dec 2023
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D.A. Davidson & Co. 123k $5.0M 7% Dec 2023
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Morgan Stanley 85k $3.3M 19% Sep 2023
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Hara Capital 74k $3.0M 100% Dec 2023
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Wells Fargo & Company 64k $2.6M 3% Dec 2023
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First Trust Advisors 63k $2.4M -1% Sep 2023
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Shaker Financial Services 49k $2.0M -13% Dec 2023
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Raymond James & Associates 49k $2.0M 7% Dec 2023
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Bank of America Corporation 36k $1.4M 8% Dec 2023
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Pecaut & Co. 34k $1.4M -9% Dec 2023
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Anchor Investment Management 28k $1.1M -1% Dec 2023
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Us Bancorp 25k $1.0M 0% Dec 2023
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Envestnet Asset Management 24k $912k 7% Sep 2023
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Hennion & Walsh Asset Management 23k $930k -3% Dec 2023
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Park Avenue Securities 18k $720k -6% Dec 2023
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Baltimore-Washington Financial Advisors 15k $604k 0% Dec 2023
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Mraz, Amerine & Associates 12k $499k -5% Dec 2023
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Nations Financial Group 11k $438k -2% Dec 2023
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Capital Investment Counsel 11k $425k -13% Dec 2023
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LPL Financial 10k $403k -7% Sep 2023
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CNH Partners 9.8k $395k -31% Dec 2023
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Guggenheim Capital, LLC Managers 7.6k $305k -2% Dec 2023
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Blue Bell Private Wealth Management 6.8k $273k -19% Dec 2023
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Raymond James Financial Services Advisors 6.4k $258k -3% Dec 2023
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Royal Bank of Canada 6.2k $249k -2% Dec 2023
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Goss Wealth Management 6.1k $236k 686% Sep 2023
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Janney Montgomery Scott 5.9k $240k 0% Dec 2023
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Mariner Wealth Advisors 5.9k $237k 100% Dec 2023
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Advisor Group Holdings 5.3k $215k -16% Dec 2023
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Leo Wealth 5.1k $206k 100% Dec 2023
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Front Street Capital Management 3.0k $123k 100% Dec 2023
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Colonial Trust Co / SC 2.3k $88k 2% Sep 2023
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Lazard Asset Management 1.1k $43k 0% Dec 2023
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Nbc Securities 950.00 $38k 1% Dec 2023
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Cullen Frost Bankers 886.00 $36k 100% Dec 2023
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UBS Group 388.00 $16k -20% Dec 2023
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Spire Wealth Management 200.00 $7.9k 0% Dec 2023
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Venturi Wealth Management 75.00 $3.0k 100% Dec 2023
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Who sold out of Source Capital?

Fund or Company Name Date Sold Shares Held Valued At
Saba Capital Management Sep 2023 25k $970k
Commonwealth Equity Services Sep 2023 18k $680k
CSS Sep 2023 11k $423k
Cary Street Partner Investment Advisory Sep 2023 3.8k $145k
Elequin Capital Sep 2023 102.00 $3.9k
Carmel Capital Partners Sep 2023 100.00 $3.9k