Allen Investment Management, LLC - SOLAR SR CAP LTD ownership

Quarter-by-quarter ownership
Allen Investment Management, LLC ownership history of SOLAR SR CAP LTD
ValueSharesWeighting
Q3 2014$1,587,000
-14.6%
103,148
-6.3%
0.13%
-32.0%
Q2 2014$1,858,000
-29.6%
110,066
-28.6%
0.19%
-52.6%
Q1 2014$2,638,000
+110.2%
154,184
+123.8%
0.41%
+54.3%
Q4 2013$1,255,000
-20.6%
68,896
-21.2%
0.26%
-38.8%
Q3 2013$1,581,000
-12.1%
87,447
-10.5%
0.43%
-37.7%
Q2 2013$1,799,00097,7170.70%
Other shareholders
SOLAR SR CAP LTD shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Capital Wealth Partners, LLC 74,957$2,394,0000.94%
Virtus ETF Advisers LLC 21,102$326,0000.14%
AllSquare Wealth Management LLC 12,400$192,0000.12%
CALTON & ASSOCIATES, INC. 12,182$188,0000.04%
Advisors Asset Management, Inc. 143,650$2,222,0000.03%
SFMG, LLC 12,834$199,0000.02%
Smith Salley Wealth Management 10,500$162,0000.01%
ARES MANAGEMENT LLC 22,630$350,0000.01%
J.P. Morgan Private Wealth Advisors LLC 317,345$4,909,0000.01%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 12,050$186,0000.01%
View complete list of SOLAR SR CAP LTD shareholders