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  7. Source Capital (SOR) Actionnaires

Source Capital

Source Capital (SOR)

Strategic Elements Ltd
45,01
0,17
(0,38%)
Fermé 26 Juin 10:00PM
45,21
0,20
(0,44%)
Après les heures de négociation: 1:59AM

Source Capital (SOR) Répartition de la Propriété

Institutions
40.12%
Initiés
0.00%
Public et Autres
59.88%

Source Capital (SOR) Propriété

Actionnaire Type Détenues (Réel) % en Circulation Valeur Marchande Date de Reporte
Charles Schwab Investment Management, Inc.Institution1 823 28222,15%US$ 81,76M2025-04-02
DKM Wealth Management, Inc.Institution301 4493,66%US$ 13,52M2026-03-31
Davidson Investment Advisors, Inc.Institution169 2892,06%US$ 7,59M2026-03-31
Diversified Management IncInstitution117 9691,43%US$ 5,29M2026-03-31
Morgan StanleyInstitution90 3191,10%US$ 4,05M2026-03-31
Mesirow Financial Investment Management, Inc.Institution75 3490,92%US$ 3,38M2026-03-31
First Trust Advisors LPInstitution74 5300,91%US$ 3,34M2026-03-31
Wells Fargo & CompanyInstitution68 3180,83%US$ 3,06M2026-03-31
Hara Capital LLCInstitution64 7390,79%US$ 2,90M2026-03-31
Raymond James Financial, Inc.Institution58 9580,72%US$ 2,64M2026-03-31
Keating Financial Advisory Services, Inc.Institution41 2730,50%US$ 1,85M2026-03-31
Hennion & Walsh Asset Management, Inc.Institution32 2360,39%US$ 1,45M2026-03-31
Anchor Investment Management, LLCInstitution31 9770,39%US$ 1,43M2026-03-31
Invesco Ltd.Institution31 9210,39%US$ 1,43M2026-03-31
Shaker Financial Services, LLCInstitution30 2050,37%US$ 1,35M2026-03-31
Smith Asset Management Co., LLCInstitution28 2260,34%US$ 1,27M2026-03-31
U.S. Bancorp Asset Management, Inc.Institution24 8000,30%US$ 1,11M2026-03-31
LPL Financial LLCInstitution21 3120,26%US$ 955,63k2026-03-31
Cary Street Partners Investment Advisory LLCInstitution19 1710,23%US$ 859,63k2026-03-31
Chemistry Wealth Management LLCInstitution15 6960,19%US$ 703,81k2026-03-31
Baltimore-Washington Financial Advisors, Inc.Institution14 9550,18%US$ 670,58k2026-03-31
&Partners, LLCInstitution14 8740,18%US$ 666,95k2026-03-31
Merrill Lynch, Pierce, Fenner & Smith IncorporatedInstitution13 9380,17%US$ 624,98k2026-03-31
Pecaut & Co.Institution13 4530,16%US$ 603,23k2026-03-31
NWF Advisory Services, Inc.Institution11 9300,14%US$ 534,94k2026-03-31
Royal Bank of CanadaInstitution11 5110,14%US$ 516,15k2026-03-31
Evolve Private Wealth, LLCInstitution11 3660,14%US$ 509,65k2026-03-31
Capital Investment Counsel IncInstitution9 0000,11%US$ 403,56k2026-03-31
Silvercrest Asset Management Group LLCInstitution7 8030,09%US$ 349,89k2026-03-31
Janney Montgomery Scott LLCInstitution7 3380,09%US$ 329,04k2026-03-31
Private Advisor Group, LLCInstitution6 8380,08%US$ 306,62k2026-03-31
UBS Asset Management AGInstitution6 8020,08%US$ 305,00k2026-03-31
Osaic Wealth, Inc.Institution6 6930,08%US$ 300,11k2026-03-31
Cetera Investment Advisers LLCInstitution5 4780,07%US$ 245,63k2026-03-31
NewEdge Advisors, LLCInstitution5 1790,06%US$ 232,23k2026-03-31
Synovus Securities, Inc.Institution5 0320,06%US$ 225,63k2026-03-31
Susquehanna International Group, LLPInstitution4 3190,05%US$ 193,66k2026-03-31
AssetMark, Inc.Institution3 5860,04%US$ 160,80k2026-03-31
Align Financial, LLCInstitution3 3460,04%US$ 150,03k2026-03-31
Edward Jones Trust CompanyInstitution2 7660,03%US$ 124,03k2026-03-31
Colonial Trust Advisors, Inc.Institution2 6420,03%US$ 118,47k2026-03-31
Manchester Capital Management, LLCInstitution1 5000,02%US$ 67,26k2026-03-31
Wolverine Asset Management, LLCInstitution1 3990,02%US$ 62,73k2026-03-31
JPMorgan Chase & Co.Institution1 3170,02%US$ 59,05k2026-03-31
Sound Income Strategies, LLCInstitution1 3080,02%US$ 58,65k2026-03-31
Royal Bank of Canada Trust Company (Bahamas) LimitedInstitution1 1400,01%US$ 51,12k2026-03-31
NBC Securities, Inc.Institution1 1000,01%US$ 49,32k2026-03-31
The PNC Financial Services Group, Inc.Institution1 0000,01%US$ 44,84k2026-03-31
Whi Trust Co LlcInstitution9120,01%US$ 40,89k2026-03-31

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