NYSE - Delayed Quote • USD
Source Capital, Inc. (SOR)
At close: April 23 at 3:15 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
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| D.A. Davidson & Co. | 123.1k | Dec 31, 2023 | 1.49% | 5,145,693 |
| Chemistry Wealth Management LLC | 101.73k | Mar 31, 2024 | 1.23% | 4,252,429 |
| Morgan Stanley | 86.44k | Dec 31, 2023 | 1.04% | 3,613,057 |
| Hara Capital LLC | 74.19k | Dec 31, 2023 | 0.90% | 3,101,301 |
| Wells Fargo & Company | 63.69k | Dec 31, 2023 | 0.77% | 2,662,068 |
| First Trust Advisors LP | 58.39k | Dec 31, 2023 | 0.71% | 2,440,528 |
| Raymond James & Associates, Inc. | 50.54k | Mar 31, 2024 | 0.61% | 2,112,692 |
| Shaker Financial Services, LLC | 49.12k | Dec 31, 2023 | 0.59% | 2,053,169 |
| Bank of America Corporation | 35.75k | Dec 31, 2023 | 0.43% | 1,494,430 |
| Pecaut & Company | 33.55k | Dec 31, 2023 | 0.41% | 1,402,219 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| First Trust Income Opportunity ETF | 23.52k | Feb 29, 2024 | 0.28% | 983,342 |
| AQR Funds-AQR Diversified Arbitrage Fd | 4.6k | Dec 31, 2023 | 0.06% | 192,363 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 274 | Dec 31, 2023 | 0.00% | 11,453 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 152 | Dec 31, 2023 | 0.00% | 6,353 |
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