Source Capital, Inc. (SOR)
NYSE - Nasdaq Real Time Price. Currency in USD
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Major Holders
Currency in USDBreakdown
| 0.00% | % of Shares Held by All Insider |
| 12.62% | % of Shares Held by Institutions |
| 12.62% | % of Float Held by Institutions |
| 51 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| D.A. Davidson & Co. | 123,103 | Dec 30, 2023 | 1.50% | 5,209,718 |
| Chemistry Wealth Management LLC | 101,733 | Mar 30, 2024 | 1.24% | 4,305,340 |
| Hara Capital LLC | 87,051 | Mar 30, 2024 | 1.06% | 3,683,998 |
| Morgan Stanley | 86,437 | Dec 30, 2023 | 1.05% | 3,658,013 |
| Mesirow Financial Investment Management, Inc. | 75,172 | Mar 30, 2024 | 0.92% | 3,181,279 |
| Wells Fargo & Company | 63,686 | Dec 30, 2023 | 0.78% | 2,695,191 |
| First Trust Advisors LP | 58,386 | Dec 30, 2023 | 0.71% | 2,470,895 |
| Raymond James & Associates, Inc. | 50,543 | Mar 30, 2024 | 0.62% | 2,138,979 |
| Shaker Financial Services, LLC | 49,119 | Dec 30, 2023 | 0.60% | 2,078,716 |
| Bank of America Corporation | 35,752 | Dec 30, 2023 | 0.44% | 1,513,024 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| First Trust Income Opportunity ETF | 23,838 | Mar 30, 2024 | 0.29% | 1,008,824 |
| AQR Funds-AQR Diversified Arbitrage Fd | 4,602 | Dec 30, 2023 | 0.06% | 194,756 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 274 | Dec 30, 2023 | 0.00% | 11,595 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 152 | Dec 30, 2023 | 0.00% | 6,432 |
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