Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Source Capital inkluderar Smith Asset Management Co., LLC, NWF Advisory Services Inc., Wiley Bros.-aintree Capital, Llc, Wolverine Asset Management Llc, Readystate Asset Management Lp, och Principal Securities, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 281 443 | 2,01 | 12 204 | 6,57 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 69 152 | 2,00 | 2 999 | 6,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 811 | 120,11 | 512 | 130,63 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13 285 | 576 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 46 000 | 4,94 | 1 995 | 9,62 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 73 | 265,00 | 3 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 14 508 | 45,71 | 629 | 52,30 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 32 285 | 6,37 | 1 400 | 11,12 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 16 942 | 487,86 | 735 | 516,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 480 | 57,26 | 107 | 64,62 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 14 772 | 1,30 | 641 | 5,79 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 172 148 | 0,61 | 7 465 | 5,10 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33 831 | 7,07 | 1 440 | 7,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15 436 | 669 | ||||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 27 291 | 1 133 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 22 899 | 951 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 60 873 | 128,92 | 2 640 | 139,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 81 624 | 0,94 | 3 539 | 5,45 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 5 318 | 231 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 983 | 258,59 | 86 | 286,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 116 | 5 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 25 899 | 0,66 | 1 123 | 5,25 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 982 | 0,61 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 43 | 186,67 | 2 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 33 053 | 2,32 | 1 433 | 6,94 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 107 537 | 50,31 | 4 663 | 57,06 |
