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Get Institutions for : 
Source Capital Inc /de/ (SOR)  
$41.81 0.37 (0.89%) as of 4:30 Wed 5/1


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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 : 
 $38.71  
Last Quarter's Ending Price : 
 $40.38  
Last Quarter's Average Price : 
 $39.25  
Change from last quarter's     
avg. price to the last closing  : 
2.56 (6.52%)  




 
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: 3-31-2022 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 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
   Baltimore-Washington Financial Advisors Inc. 95 - 2023-12-31 14,955 $604,000 0
   LAZARD ASSET MANAGEMENT LLC 1701 - 2023-12-31 1,087 $43,000 0
   Venturi Wealth Management LLC 1171 - 2024-03-31 75 $3,000 0
   PROEQUITIES INC. 4911 - 2023-12-31 0 $0 0
  4 Records found
  1    
  Page 1 of 1
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