Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Source Capital comprennent Smith Asset Management Co., LLC, NWF Advisory Services Inc., Wiley Bros.-aintree Capital, Llc, Wolverine Asset Management Llc, Readystate Asset Management Lp, et Principal Securities, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
