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Get Institutions for : 
Source Capital Inc /de/ (SOR)  
$43.15 0.11 (0.25%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    4
Total shares held : 
 1,064,639  
% of shares held : 
 12.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 26,750  
% of shares held change : 
   0.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.48  
Last Quarter's Ending Price : 
 $42.49  
Last Quarter's Average Price : 
 $40.79  
Change from last quarter's     
avg. price to the last closing  : 
2.36 (5.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 130,380
 12.25%
 
Increased Positions :
10
 17,426
 1.64%
 
Unchanged Positions :
6
 117,919
 11.08%
 
Decreased Positions :
18
-63,379
-5.95%
 
Closed Positions :
6
-57,677
-5.42%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DAVIDSON D A & CO 288 - 2024-03-31 127,018 $5,397,000 3,915
   Hara Capital LLC 11 - 2024-03-31 87,051 $3,699,000 12,857
   WELLS FARGO & CO/MN 2296 - 2024-03-31 69,875 $2,969,000 6,189
   FIRST TRUST ADVISORS LP 1615 - 2024-03-31 61,848 $2,628,000 3,462
   RAYMOND JAMES & ASSOCIATES 2107 - 2024-03-31 50,543 $2,148,000 2,014
   Anchor Investment Management LLC 163 - 2024-03-31 27,561 $1,171,000 78
   THRIVENT FINANCIAL FOR LUTHERANS 2029 - 2024-03-31 15,682 $666,000 234
   UBS Group AG 3918 - 2024-03-31 14,398 $612,000 14,010
   INVESCO LTD 3288 - 2024-03-31 10,195 $433,000 2,080
   Goss Wealth Management LLC 1615 - 2024-03-31 7,231 $307,000 467
   Belpointe Asset Management LLC 696 - 2024-03-31 5,384 $229,000 83
   Leo Wealth LLC 304 - 2024-03-31 5,185 $220,000 78
   Colonial Trust Co / SC 402 - 2024-03-31 2,361 $100,000 47
   NBC SECURITIES INC. 1197 - 2024-03-31 956 $41,000 6
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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