SOURCE CAPITAL (XSORX) — institutional ownership
60 funds reported holding SOURCE CAPITAL in their latest 13F filings, worth $73.5M in total (CUSIP 836144303).
Largest holders
- DKM Wealth Management, Inc. — $14.5M
- D.A. DAVIDSON & CO. — $7.67M
- Shaker Financial Services, LLC — $5.72M
- DIVERSIFIED MANAGEMENT INC — $5.55M
- Hara Capital LLC — $4.58M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $4.18M
- FIRST TRUST ADVISORS LP — $3.47M
- Mesirow Financial Investment Management, Inc. — $3.47M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $3.10M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $2.67M
Insider buying and selling at SOURCE CAPITAL
Who owns the most XSORX stock?
The largest institutional holders in the latest 13F filings are DKM Wealth Management, Inc. ($14.5M), D.A. DAVIDSON & CO. ($7.67M), Shaker Financial Services, LLC ($5.72M).
How many funds own XSORX?
60 funds reported holding it, worth $73.5M in total.