NYSE - Delayed Quote USD

Source Capital (SOR)

Compare
41.88
-0.25
(-0.59%)
At close: January 29 at 3:59:50 PM EST

Major Holders

Breakdown
0.00% % of Shares Held by All Insider
13.28% % of Shares Held by Institutions
13.28% % of Float Held by Institutions
48 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
D.A. Davidson & Co. 151.69k Sep 30, 2024 1.85% 6,352,693
Morgan Stanley 86.03k Sep 30, 2024 1.05% 3,603,145
Hara Capital LLC 83.39k Sep 30, 2024 1.02% 3,492,582
Mesirow Financial Investment Management, Inc. 76.44k Sep 30, 2024 0.93% 3,201,432
Wells Fargo & Company 74.52k Sep 30, 2024 0.91% 3,120,688
First Trust Advisors LP 65.55k Sep 30, 2024 0.80% 2,745,192
Shaker Financial Services, LLC 60.1k Sep 30, 2024 0.73% 2,517,029
Chemistry Wealth Management LLC 57.57k Dec 31, 2024 0.70% 2,410,864
Raymond James & Associates, Inc. 44.91k Sep 30, 2024 0.55% 1,880,788
Bank of America Corporation 29.9k Sep 30, 2024 0.36% 1,252,044

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
First Trust Income Opportunity ETF 28.45k Nov 30, 2024 0.35% 1,191,360

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