Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Source Capital meliputi Smith Asset Management Co., LLC, NWF Advisory Services Inc., Wiley Bros.-aintree Capital, Llc, Wolverine Asset Management Llc, Readystate Asset Management Lp, dan Principal Securities, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
