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NYSE - Delayed Quote USD

Source Capital (SOR)

Compare
40.12
-0.98
(-2.37%)
At close: 4:00:02 PM EDT
40.12
0.00
(0.00%)
After hours: 4:05:11 PM EDT

Major Holders

Breakdown
0.00% % of Shares Held by All Insider
12.80% % of Shares Held by Institutions
12.80% % of Float Held by Institutions
55 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
D.A. Davidson & Co. 157.03k Dec 31, 2024 1.92% 6,300,043
Morgan Stanley 88.25k Dec 31, 2024 1.08% 3,540,750
Mesirow Financial Investment Management, Inc. 77.07k Dec 31, 2024 0.94% 3,092,168
Wells Fargo & Company 72.67k Dec 31, 2024 0.89% 2,915,319
Hara Capital LLC 71.62k Dec 31, 2024 0.87% 2,873,514
First Trust Advisors LP 65.76k Dec 31, 2024 0.80% 2,638,291
Chemistry Wealth Management LLC 52.77k Mar 31, 2025 0.64% 2,117,052
Raymond James Financial, Inc. 51.31k Dec 31, 2024 0.63% 2,058,396
Hennion & Walsh Asset Management, Inc. 32.3k Mar 31, 2025 0.39% 1,296,076
Anchor Investment Management, LLC 27.39k Dec 31, 2024 0.33% 1,098,766

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF 33.83k Mar 31, 2025 0.41% 1,357,299

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