Source Capital, Inc. (SOR)
NYSE - NYSE Delayed price. Currency in USD
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Major holders
Currency in USDBreakdown
| 0.00% | % of shares held by all insiders |
| 12.96% | % of shares held by institutions |
| 12.96% | % of float held by institutions |
| 50 | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| D.A. Davidson & Co. | 123,103 | 30 Dec 2023 | 1.50% | 5,146,936 |
| Chemistry Wealth Management LLC | 101,733 | 30 Mar 2024 | 1.24% | 4,253,456 |
| Hara Capital LLC | 87,051 | 30 Mar 2024 | 1.06% | 3,639,602 |
| Morgan Stanley | 86,437 | 30 Dec 2023 | 1.05% | 3,613,931 |
| Mesirow Financial Investment Management, Inc. | 75,172 | 30 Mar 2024 | 0.92% | 3,142,941 |
| Wells Fargo & Company | 63,686 | 30 Dec 2023 | 0.78% | 2,662,711 |
| First Trust Advisors LP | 58,386 | 30 Dec 2023 | 0.71% | 2,441,118 |
| Raymond James & Associates, Inc. | 50,543 | 30 Mar 2024 | 0.62% | 2,113,202 |
| Shaker Financial Services, LLC | 49,119 | 30 Dec 2023 | 0.60% | 2,053,665 |
| Bank of America Corporation | 35,752 | 30 Dec 2023 | 0.44% | 1,494,791 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| First Trust Income Opportunity ETF | 23,525 | 28 Feb 2024 | 0.29% | 983,580 |
| AQR Funds-AQR Diversified Arbitrage Fd | 4,602 | 30 Dec 2023 | 0.06% | 192,409 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 274 | 30 Dec 2023 | 0.00% | 11,455 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 152 | 30 Dec 2023 | 0.00% | 6,355 |
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