DaveManuel.com · Institutional Ownership · Who Owns It
GENERAL AMERN INVS CO INC (GAM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
105
Reporting holders
$493.4M
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $111.7M | 1,751,470 | 2.86% | 31q | -4.8%-$5.6M |
| LAZARD ASSET MANAGEMENT LLC | $101.0M | 1,583,896 | 0.15% | 46q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $52.6M | 825,486 | 6.56% | 31q | +1.0%+$506.4K |
| Allspring Global Investments Holdings, LLC | $29.2M | 457,688 | 0.04% | 19q | +6.2%+$1.7M |
| Bulldog Investors, LLP | $18.9M | 296,450 | 4.16% | 31q | HELD |
| NEVILLE RODIE & SHAW INC | $18.7M | 293,958 | 1.21% | 31q | HELD |
| COHEN & STEERS, INC. | $16.6M | 259,999 | 0.03% | 28q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $15.3M | 239,704 | 0.29% | 8q | -3.6%-$570.9K |
| ROYAL BANK OF CANADA | $12.4M | 194,758 | 0.00% | 31q | -0.8%-$106.4K |
| Atlas Wealth LLC | $10.9M | 170,497 | 1.55% | new | NEW |
| Pathstone Holdings, LLC | $9.5M | 148,519 | 0.03% | 11q | -8.1%-$838.0K |
| Advisors Asset Management, Inc. | $7.7M | 121,084 | 0.12% | 8q | -6.8%-$562.6K |
| Penserra Capital Management LLC | $7.0M | 110,073 | 0.05% | 2q | +3.9%+$264.9K |
| 1607 Capital Partners, LLC | $7.0M | 109,527 | 0.61% | 31q | -60.4%-$10.6M |
| LEVIN CAPITAL STRATEGIES, L.P. | $6.8M | 107,324 | 0.46% | 31q | HELD |
| MORGAN STANLEY | $6.3M | 98,399 | 0.00% | 35q | +1.5%+$92.8K |
| Shaker Financial Services, LLC | $5.2M | 81,300 | 1.62% | 3q | +1115.8%+$4.8M |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 50,030 | 0.00% | 7q | +86.2%+$1.5M |
| Altium Capital Management LLC | $3.1M | 48,755 | 6.55% | 3q | HELD |
| FIRST TRUST ADVISORS LP | $2.8M | 43,280 | 0.00% | 31q | +0.9%+$24.4K |
| EVOLVE PRIVATE WEALTH, LLC | $2.4M | 38,203 | 0.15% | 3q | -5.3%-$136.6K |
| STIFEL FINANCIAL CORP | $2.4M | 37,146 | 0.00% | 23q | +4.9%+$110.2K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $2.3M | 35,841 | 0.00% | 8q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $2.0M | 31,935 | 0.62% | 31q | -2.2%-$46.3K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 30,556 | 0.00% | 31q | HELD |
| CSS LLC/IL | $1.9M | 29,802 | 0.07% | 31q | -3.9%-$77.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.8M | 28,703 | 0.02% | 2q | +293.9%+$1.4M |
| Samalin Investment Counsel, LLC | $1.6M | 25,234 | 0.50% | 2q | +87.0%+$748.3K |
| GUGGENHEIM CAPITAL LLC | $1.6M | 24,660 | 0.01% | 21q | +8.7%+$125.3K |
| Mariner, LLC | $1.3M | 20,812 | 0.00% | 16q | +16.9%+$192.3K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | 19,976 | 0.00% | 16q | +165.0%+$793.2K |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.2M | 19,563 | 0.26% | 3q | HELD |
| LPL Financial LLC | $1.2M | 18,875 | 0.00% | 10q | +3.3%+$38.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 18,859 | 0.00% | 31q | -8.7%-$113.9K |
| Mraz, Amerine & Associates, Inc. | $1.2M | 18,151 | 0.17% | 31q | -10.8%-$140.2K |
| Overbrook Management Corp | $1.0M | 16,395 | 0.16% | 31q | HELD |
| Cetera Investment Advisers | $966.1K | 15,155 | 0.00% | 10q | -8.2%-$86.2K |
| HighTower Advisors, LLC | $903.4K | 14,171 | 0.00% | 15q | -31.1%-$408.6K |
| Janney Montgomery Scott LLC | $832.0K | 13,044 | 0.00% | 27q | +13.1%+$96.6K |
| PNC Financial Services Group, Inc. | $806.3K | 12,648 | 0.00% | 31q | +355.8%+$629.4K |
| XTX Topco Ltd | $802.3K | 12,585 | 0.01% | 3q | +115.3%+$429.6K |
| Advocate Investing Services LLC | $782.1K | 12,269 | 0.60% | 3q | HELD |
| Joel Isaacson & Co., LLC | $759.3K | 11,910 | 0.02% | 6q | HELD |
| Savant Capital, LLC | $655.1K | 10,276 | 0.00% | 14q | HELD |
| KING LUTHER CAPITAL MANAGEMENT CORP | $650.0K | 10,196 | 0.00% | 4q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $610.5K | 9,576 | 0.03% | 8q | HELD |
| Uncommon Cents Investing LLC | $606.1K | 9,507 | 0.13% | 31q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $532.0K | 8,345 | 0.00% | 3q | HELD |
| UBS Group AG | $480.8K | 7,542 | 0.00% | 31q | -42.9%-$361.3K |
| Cornerstone Planning, LLC | $454.9K | 7,136 | 0.11% | 4q | HELD |
| NIXON PEABODY TRUST CO | $449.2K | 7,047 | 0.03% | 3q | HELD |
| Stolper Co | $402.0K | 6,307 | 0.10% | 20q | -85.0%-$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $395.8K | 6,208 | 0.00% | 31q | -3.4%-$14.0K |
| READYSTATE ASSET MANAGEMENT LP | $391.2K | 6,137 | 0.01% | new | NEW |
| Focus Partners Wealth | $367.1K | 5,758 | 0.00% | 4q | -10.4%-$42.6K |
| Stratos Wealth Partners, LTD. | $354.7K | 5,564 | 0.00% | 31q | HELD |
| PARK AVENUE SECURITIES LLC | $351.0K | 5,509 | 0.00% | 25q | -12.0%-$48.0K |
| CAPTRUST FINANCIAL ADVISORS | $333.0K | 5,223 | 0.00% | 16q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $333.0K | 5,223 | 0.01% | 3q | -18.5%-$75.5K |
| TOMPKINS FINANCIAL CORP | $325.3K | 5,103 | 0.02% | 6q | HELD |
| Cerity Partners LLC | $324.2K | 5,086 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $314.2K | 4,929 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $313.9K | 4,924 | 0.00% | 26q | +7.2%+$21.2K |
| Compass Wealth Management LLC | $309.1K | 4,848 | 0.06% | new | NEW |
| Capital Analysts, LLC | $286.0K | 4,483 | 0.01% | 4q | -12.1%-$39.5K |
| HARBOUR INVESTMENTS, INC. | $271.6K | 4,260 | 0.00% | 21q | -7.0%-$20.5K |
| Advisory Advocates, LLC | $271.6K | 4,260 | 0.23% | new | NEW |
| FRANKLIN RESOURCES INC | $269.9K | 4,233 | 0.00% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $264.8K | 4,153 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $261.9K | 4,109 | 0.00% | 2q | +3.8%+$9.6K |
| Prospera Financial Services Inc | $255.8K | 4,013 | 0.00% | 5q | HELD |
| Essex Financial Services, Inc. | $255.6K | 4,010 | 0.01% | 8q | HELD |
| REGIONS FINANCIAL CORP | $255.2K | 4,003 | 0.00% | 5q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $252.7K | 3,964 | 0.00% | 9q | -5.6%-$14.9K |
| Schrum Private Wealth Management LLC | $251.7K | 5,062 | 0.26% | 13q | HELD |
| BCS Wealth Management | $246.5K | 3,866 | 0.04% | 4q | HELD |
| Robinswood Financial LLC | $244.3K | 3,832 | 0.07% | 9q | HELD |
| Snowden Capital Advisors LLC | $241.8K | 3,793 | 0.01% | 4q | HELD |
| FIRST MANHATTAN CO. LLC. | $235.7K | 3,697 | 0.00% | 31q | HELD |
| Sequoia Financial Advisors, LLC | $227.2K | 3,564 | 0.00% | 4q | HELD |
| CIBC Bancorp USA Inc. | $219.2K | 3,439 | 0.00% | 2q | HELD |
| MAI Capital Management | $211.8K | 3,322 | 0.00% | new | NEW |
| Evercore Wealth Management, LLC | $211.2K | 3,313 | 0.00% | new | NEW |
| Quad-Cities Investment Group, LLC | $206.9K | 3,245 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $201.7K | 3,164 | 0.00% | 3q | -64.1%-$360.3K |
| JPMORGAN CHASE & CO | $190.3K | 3,016 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $169.3K | 2,656 | 0.00% | 11q | +32.9%+$41.9K |
| BESSEMER GROUP INC | $145.0K | 2,279 | 0.00% | 31q | -22.6%-$42.3K |
| Evelyn Partners Group Ltd | $135.5K | 2,125 | 0.00% | new | FIRST |
| Institute for Wealth Management, LLC. | $115.3K | 1,809 | 0.01% | new | NEW |
| EASTERN BANK | $109.8K | 1,723 | 0.00% | 8q | HELD |
| Farther Finance Advisors, LLC | $69.4K | 1,100 | 0.00% | 8q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $65.4K | 1,026 | 0.00% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $64.7K | 1,018 | 0.00% | 4q | HELD |
| Birchwood Financial Partners, Inc. | $58.5K | 918 | 0.05% | 3q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $56.7K | 890 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $27.9K | 438 | 0.00% | 29q | -19.3%-$6.7K |
| NewEdge Advisors, LLC | $9.2K | 145 | 0.00% | 15q | HELD |
| Global Retirement Partners, LLC | $8.5K | 134 | 0.00% | 9q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $7.8K | 125 | 0.00% | 9q | HELD |
Showing the largest 100 of 105 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-23 | DAVIDSON SPENCER | Other | Bought | 10,000 | $227.5K |
| 2026-09-15 | Stark Eugene S | VP Administration | Bought | 5,000 | $120.0K |
| 2026-09-23 | Stark Eugene S | VP Administration | Bought | 5,000 | $113.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $85.8M | 1,351,967 | 2 | 2 | 2 | 0.0% |
| Q2 2026 | 105 | $493.4M | 7,740,365 | 13 | 20 | 27 | 0.0% |
| Q1 2026 | 95 | $449.6M | 7,710,500 | 8 | 23 | 22 | 0.0% |
| Q4 2025 | 94 | $443.3M | 7,547,245 | 12 | 43 | 14 | 0.0% |
| Q3 2025 | 94 | $440.6M | 7,082,954 | 11 | 12 | 24 | 0.0% |
| Q2 2025 | 87 | $405.3M | 7,232,934 | 5 | 18 | 23 | 0.0% |
| Q1 2025 | 85 | $353.0M | 7,001,305 | 5 | 21 | 20 | 0.0% |
| Q4 2024 | 91 | $353.6M | 6,928,667 | 4 | 33 | 22 | 0.0% |
| Q3 2024 | 91 | $371.0M | 6,924,824 | 14 | 18 | 26 | 0.0% |
| Q2 2024 | 87 | $360.6M | 7,252,964 | 9 | 20 | 20 | 0.0% |
| Q1 2024 | 83 | $355.2M | 7,636,615 | 8 | 16 | 23 | 0.0% |
| Q4 2023 | 81 | $315.8M | 7,351,700 | 9 | 25 | 22 | 0.0% |
| Q3 2023 | 77 | $304.7M | 7,412,679 | 7 | 26 | 15 | 0.0% |
| Q2 2023 | 74 | $308.3M | 7,379,760 | 7 | 16 | 24 | 0.0% |
| Q1 2023 | 71 | $287.4M | 7,398,718 | 5 | 16 | 22 | 0.0% |
| Q4 2022 | 74 | $262.7M | 7,266,932 | 12 | 23 | 19 | 0.0% |
| Q3 2022 | 67 | $230.3M | 6,802,864 | 8 | 15 | 16 | 0.0% |
| Q2 2022 | 65 | $236.1M | 6,677,115 | 2 | 20 | 17 | 0.0% |
| Q1 2022 | 78 | $333.9M | 7,862,833 | 9 | 23 | 17 | 0.0% |
| Q4 2021 | 79 | $382.9M | 8,660,426 | 9 | 29 | 13 | 0.0% |
| Q3 2021 | 70 | $352.2M | 8,171,486 | 5 | 20 | 13 | 0.0% |
| Q2 2021 | 70 | $335.4M | 7,721,669 | 5 | 16 | 22 | 0.0% |
| Q1 2021 | 70 | $318.3M | 7,986,389 | 7 | 17 | 17 | 0.0% |
| Q4 2020 | 72 | $265.1M | 7,158,030 | 7 | 24 | 20 | 0.0% |
| Q3 2020 | 73 | $241.3M | 7,133,015 | 5 | 21 | 20 | 0.0% |
| Q2 2020 | 75 | $221.8M | 6,983,159 | 10 | 19 | 23 | 0.0% |
| Q1 2020 | 73 | $266.0M | 9,697,369 | 8 | 17 | 26 | 0.0% |
| Q4 2019 | 82 | $384.4M | 9,569,636 | 7 | 33 | 17 | 0.0% |
| Q3 2019 | 76 | $322.9M | 8,903,429 | 5 | 11 | 25 | 0.0% |
| Q2 2019 | 76 | $205.8M | 5,818,073 | 6 | 16 | 21 | 0.0% |
| Q1 2019 | 82 | $230.7M | 6,941,694 | 11 | 21 | 25 | 0.0% |
| Q4 2018 | 79 | $203.2M | 7,155,519 | 0 | 2 | 2 | 0.0% |