Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SuRo Capital Corp. include Putnam ETF Trust - Putnam BDC ETF -, ESCQX - Embark Small Cap Equity Fund Retirement Class, Hrt Financial Lp, Tactive Advisors, LLC, Atria Wealth Solutions, Inc., PKW - Invesco BuyBack Achievers ETF, Raymond James Financial Inc, Harwood Advisory Group, LLC, JAFEX - Total Stock Market Index Trust NAV, Jones Financial Companies Lllp, Chung Wu Investment Group, LLC, Hazlett, Burt & Watson, Inc., and Evolution Wealth Management Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | Avion Wealth | 3,001 | 85.25 | 0 | |||||
| 2025-08-14 | 13F | Oxford Asset Management Llp | 14,866 | 122 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 127,700 | 1,048 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 49,900 | 127.85 | 410 | 278.70 | |||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 19,650 | 161 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 850 | 7 | ||||||
| 2025-08-13 | 13F | Gabelli Funds Llc | 1,450,834 | 13.87 | 11,911 | 88.11 | ||||
| 2025-08-14 | 13F | EJF Capital LLC | 79,111 | 11.41 | 650 | 84.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 88,222 | 400.89 | 724 | 732.18 | ||||
| 2025-08-29 | NP | JAFEX - Total Stock Market Index Trust NAV | 708 | 6 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20,000 | 159.74 | 164 | 331.58 | |||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,782 | 31 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 1 | ||||||
| 2025-08-29 | NP | Gabelli Equity Trust Inc | 700,000 | 12.90 | 5,747 | 86.53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 427 | 33.86 | 4 | 200.00 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 206,652 | 18.40 | 2 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 136 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 202 | 2 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 285,000 | 26.25 | 2,340 | 108.65 | ||||
| 2025-08-14 | 13F | Needham Investment Management Llc | 438,594 | 15.85 | 3,601 | 91.39 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 240,545 | 8.75 | 1,975 | 79.62 | ||||
| 2025-06-27 | NP | PKW - Invesco BuyBack Achievers ETF This fund is a listed as child fund of Invesco Ltd. 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 | 12,478 | 58 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 70,637 | 289.12 | 580 | 543.33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60,329 | 141.60 | 496 | 300.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39,912 | 328 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 50,631 | 3.22 | 416 | 70.78 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 73,087 | 437.52 | 600 | 795.52 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 18,720 | 154 | ||||||
| 2025-06-18 | NP | Putnam ETF Trust - Putnam BDC ETF - | 240,102 | 1,109 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,400 | 110 | ||||||
| 2025-08-26 | NP | AFMCX - Acuitas US Microcap Fund Institutional Shares | 34,599 | 9.49 | 284 | 80.89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 53,515 | 124.88 | 439 | 272.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,267 | 222.19 | 27 | 420.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 29,490 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18,397 | 151 | ||||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 144,164 | 0.86 | 1 | |||||
| 2025-08-29 | NP | Gabelli Dividend & Income Trust | 405,000 | 54.29 | 3,325 | 154.98 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 38,658 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 200 | 2 | ||||||
| 2025-06-27 | NP | ESCQX - Embark Small Cap Equity Fund Retirement Class | 177,922 | 822 | ||||||
| 2025-04-25 | NP | Putnam High Income Securities Fund | 22,933 | 149 |
