NYSE - Nasdaq Real Time Price USD

Source Capital, Inc. (SOR)

41.60 0.00 (0.00%)
At close: April 22 at 3:59 PM EDT

Major Holders

Breakdown
0.00% % of Shares Held by All Insider
12.74% % of Shares Held by Institutions
12.74% % of Float Held by Institutions
50 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
D.A. Davidson & Co. 123.1k Dec 31, 2023 1.49% 5,121,084
Chemistry Wealth Management LLC 101.73k Mar 31, 2024 1.23% 4,232,092
Morgan Stanley 86.44k Dec 31, 2023 1.04% 3,595,779
Hara Capital LLC 74.19k Dec 31, 2023 0.90% 3,086,470
Wells Fargo & Company 63.69k Dec 31, 2023 0.77% 2,649,337
First Trust Advisors LP 58.39k Dec 31, 2023 0.71% 2,428,857
Raymond James & Associates, Inc. 48.53k Dec 31, 2023 0.59% 2,018,806
Shaker Financial Services, LLC 49.12k Dec 31, 2023 0.59% 2,043,350
Bank of America Corporation 35.75k Dec 31, 2023 0.43% 1,487,283
Pecaut & Company 33.55k Dec 31, 2023 0.41% 1,395,513

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
First Trust Income Opportunity ETF 23.52k Feb 29, 2024 0.28% 978,639
AQR Funds-AQR Diversified Arbitrage Fd 4.6k Dec 31, 2023 0.06% 191,443
Rydex Series Funds-Multi-Hedge Strategies Fund 274 Dec 31, 2023 0.00% 11,398
Rydex Variable Trust-Multi Hedge Strategies Fund 152 Dec 31, 2023 0.00% 6,323

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