Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Source Capital termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
