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

  1. DKM Wealth Management, Inc. — $14.5M
  2. D.A. DAVIDSON & CO. — $7.67M
  3. Shaker Financial Services, LLC — $5.72M
  4. DIVERSIFIED MANAGEMENT INC — $5.55M
  5. Hara Capital LLC — $4.58M
  6. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $4.18M
  7. FIRST TRUST ADVISORS LP — $3.47M
  8. Mesirow Financial Investment Management, Inc. — $3.47M
  9. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $3.10M
  10. 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.