SuRo Capital Ownership | Who Owns SuRo Capital?
SuRo Capital Ownership Summary
SuRo Capital is owned by 24.71% institutional investors, 6.86% insiders, and 68.43% retail investors. Thomas j. herzfeld advisors is the largest institutional shareholder, holding 5.81% of SSSS shares. Gabelli Equity Trust is the top mutual fund, with 2.57% of its assets in SuRo Capital shares.
SSSS Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | SuRo Capital | 24.71% | 6.86% | 68.43% |
Sector | Financial Services Stocks | 39.99% | 14.15% | 45.86% |
Industry | Asset Management Stocks | 33.65% | 9.09% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Thomas j. herzfeld advisors | 1.36M | 5.81% | $7.98M |
Gabelli funds | 1.16M | 4.98% | $6.85M |
J. goldman & co lp | 610.81K | 2.61% | $3.59M |
Needham investment management | 337.39K | 1.44% | $1.98M |
Mgo one seven | 271.76K | 1.16% | $1.60M |
Gamco investors, inc. et al | 210.75K | 0.90% | $1.24M |
Levin capital strategies | 145.51K | 0.62% | $855.60K |
Bulldog investors, llp | 144.35K | 0.62% | $849.72K |
Susquehanna group, llp | 116.10K | 0.50% | $682.68K |
Intrepid family office | 100.00K | 0.43% | $588.00K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Thomas j. herzfeld advisors | 1.36M | 2.56% | $7.98M |
Deuterium capital management | 51.10K | 0.79% | $300.44K |
Intrepid family office | 100.00K | 0.61% | $588.00K |
Ejf capital | 72.71K | 0.29% | $427.54K |
Bulldog investors, llp | 144.35K | 0.22% | $849.72K |
Needham investment management | 337.39K | 0.15% | $1.98M |
Supplemental annuity collective trust of nj | 84.01K | 0.15% | $493.96K |
Riverwater partners | 48.47K | 0.14% | $284.98K |
J. goldman & co lp | 610.81K | 0.09% | $3.59M |
Levin capital strategies | 145.51K | 0.08% | $855.60K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
J. goldman & co lp | 610.81K | 0.09% | 610.81K |
Thomas j. herzfeld advisors | 1.36M | 2.56% | 268.90K |
Gabelli funds | 1.16M | 0.05% | 212.00K |
Intrepid family office | 100.00K | 0.61% | 100.00K |
Susquehanna group, llp | 116.10K | 0.00% | 79.67K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Deuterium capital management | 51.10K | 0.79% | -214.22K |
Lokken investment group | - | - | -153.80K |
Oxford asset management llp | - | - | -93.53K |
Sagefield capital lp | - | - | -88.50K |
Advisors asset management | - | - | -81.42K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
J. goldman & co lp | 610.81K | 0.09% | 610.81K | $3.59M |
Intrepid family office | 100.00K | 0.61% | 100.00K | $588.00K |
Marshall wace, llp | 78.45K | 0.00% | 78.45K | $461.31K |
Wolverine trading | 68.26K | 0.00% | 68.26K | $413.68K |
Riverwater partners | 48.47K | 0.14% | 48.47K | $284.98K |
Sold Out
Holder | Change |
---|---|
Wells fargo & company/mn | -1.00 |
Visionpoint advisory group | -1.00 |
Pnc financial services group | -12.00 |
Jaffetilchin investment partners | -19.00 |
Fmr | -25.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 56 | 19.15% | 5,776,063 | 35.18% | 24 | 7.40% | 34 | 70.00% | 7 | - |
Sep 30, 2024 | 46 | -2.13% | 4,268,074 | 20.10% | 18 | 9.30% | 19 | 58.33% | 7 | -46.15% |
Jun 30, 2024 | 47 | -7.84% | 3,553,647 | 9.82% | 14 | 8.63% | 12 | -29.41% | 13 | -7.14% |
Mar 31, 2024 | 51 | -7.27% | 3,235,834 | -1.41% | 12 | 8.13% | 17 | -15.00% | 14 | - |
Dec 31, 2023 | 55 | -6.78% | 3,282,249 | -5.35% | 12 | 6.69% | 20 | -4.76% | 14 | 40.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Gabelli Equity Trust | 600.00K | 2.57% | 15.00K |
Gabelli Financial Services Opp ETF | 232.50K | 0.99% | 87.50K |
Special Opportunities Fund | 126.31K | 0.54% | - |
Gabelli Dividend & Income | 120.00K | 0.51% | 120.00K |
Herzfeld Balanced Composite | 56.80K | 0.24% | - |
Catalyst/SMH Total Return Income A | 42.47K | 0.18% | - |
Herzfeld Special Situations Composite | 19.41K | 0.08% | - |
RBC Microcap Value I | 16.41K | 0.07% | -2.29K |
Invesco BuyBack Achievers ETF | 12.60K | 0.05% | 12.60K |
Riverwater Micro Opportunities | 1.65K | 0.01% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 02, 2024 | Klein Mark D | Chairman, CEO and President | Buy | $4.08K |
Dec 02, 2024 | Green Allison | See Remarks | Buy | $49.87K |
Nov 26, 2024 | Klein Mark D | Chairman, CEO and President | Buy | $50.30K |
Nov 29, 2024 | Klein Mark D | Chairman, CEO and President | Buy | $202.80K |
Nov 27, 2024 | Klein Mark D | Chairman, CEO and President | Buy | $164.51K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | 5 | - |
2024 Q3 | 1 | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
SSSS Ownership FAQ
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