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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 insiders |
| 12.57% | % of shares held by institutions |
| 12.57% | % of float held by institutions |
| 48 | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| D.A. Davidson & Co. | 127,018 | 30 Mar 2024 | 1.55% | 5,473,205 |
| Chemistry Wealth Management LLC | 101,733 | 30 Mar 2024 | 1.24% | 4,383,674 |
| Hara Capital LLC | 87,051 | 30 Mar 2024 | 1.06% | 3,751,027 |
| Morgan Stanley | 86,171 | 30 Mar 2024 | 1.05% | 3,713,108 |
| Mesirow Financial Investment Management, Inc. | 75,172 | 30 Mar 2024 | 0.92% | 3,239,161 |
| Wells Fargo & Company | 69,875 | 30 Mar 2024 | 0.85% | 3,010,913 |
| First Trust Advisors LP | 61,848 | 30 Mar 2024 | 0.75% | 2,665,030 |
| Raymond James & Associates, Inc. | 50,543 | 30 Mar 2024 | 0.62% | 2,177,897 |
| Bank of America Corporation | 34,414 | 30 Mar 2024 | 0.42% | 1,482,899 |
| Shaker Financial Services, LLC | 32,836 | 30 Mar 2024 | 0.40% | 1,414,903 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| First Trust Income Opportunity ETF | 23,838 | 30 Mar 2024 | 0.29% | 1,027,179 |
| AQR Funds-AQR Diversified Arbitrage Fd | 4,602 | 30 Dec 2023 | 0.06% | 198,300 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 274 | 30 Dec 2023 | 0.00% | 11,806 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 152 | 30 Dec 2023 | 0.00% | 6,549 |
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