Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Source Capital, omfatter Smith Asset Management Co., LLC, Wiley Bros.-aintree Capital, Llc, Wolverine Asset Management Llc, Readystate Asset Management Lp, og Principal Securities, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||
| 2025-08-05 | 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 |
