As of 30 Sep 2025, 1 institutional investors reported holding 2,562 shares of SOURCE CAPITAL /DE/ - CEF (SOR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,562 | $111,071 | +$1,040 | $43.35 | 1 |
| 2025 Q2 | 2,538 | $104,399 | -$413,776 | $41.13 | 1 |
| 2025 Q1 | 12,506 | $521,385 | -$57,033,908 | $41.97 | 2 |
| 2024 Q4 | 1,351,335 | $58,915,947 | -$1,395,350 | $43.49 | 54 |
| 2024 Q3 | 1,069,131 | $47,597,282 | +$2,644,260 | $44.52 | 49 |
| 2024 Q2 | 1,010,294 | $44,678,558 | -$1,371,815 | $44.26 | 49 |
| 2024 Q1 | 1,027,965 | $43,676,100 | -$1,696,821 | $42.49 | 45 |
| 2023 Q4 | 1,069,746 | $43,185,929 | +$1,167,990 | $40.38 | 44 |
| 2023 Q3 | 964,078 | $37,202,977 | -$2,749,376 | $38.59 | 38 |
| 2023 Q2 | 1,034,387 | $39,638,720 | -$4,953,238 | $38.32 | 37 |
| 2023 Q1 | 1,163,648 | $43,972,993 | -$4,251,410 | $37.79 | 43 |
| 2022 Q4 | 1,274,987 | $49,258,548 | -$1,714,506 | $38.66 | 40 |
| 2022 Q3 | 1,309,483 | $45,833,551 | -$21,061,623 | $35.00 | 31 |
| 2022 Q2 | 1,878,806 | $70,133,482 | +$6,971,672 | $37.33 | 33 |
| 2022 Q1 | 1,690,946 | $71,021,257 | +$8,273,919 | $42.00 | 30 |
| 2021 Q4 | 1,493,299 | $64,521,514 | -$10,663,063 | $43.21 | 34 |
| 2021 Q3 | 1,732,325 | $77,383,862 | +$1,233,496 | $44.63 | 32 |
| 2021 Q2 | 1,704,867 | $77,421,045 | -$11,020,816 | $45.52 | 38 |
| 2021 Q1 | 2,027,393 | $88,698,000 | -$776,765 | $43.75 | 33 |
| 2020 Q4 | 2,047,058 | $81,698,000 | -$68,275 | $39.91 | 35 |
| 2020 Q3 | 2,050,418 | $75,557,000 | +$8,364,142 | $36.85 | 34 |
| 2020 Q2 | 1,852,941 | $61,372,000 | +$4,390,911 | $33.08 | 46 |
| 2020 Q1 | 1,717,756 | $52,719,000 | -$1,015,451 | $30.69 | 40 |
| 2019 Q4 | 1,719,125 | $66,512,000 | -$74,058 | $38.69 | 44 |
| 2019 Q3 | 1,593,404 | $58,188,000 | +$4,200,161 | $36.52 | 47 |
| 2019 Q2 | 1,478,400 | $54,120,000 | +$4,756,030 | $36.57 | 48 |
| 2019 Q1 | 1,444,615 | $52,046,000 | +$5,969,193 | $36.00 | 50 |
| 2018 Q4 | 1,274,863 | $41,499,000 | -$7,780,975 | $32.55 | 48 |
| 2018 Q3 | 1,505,050 | $60,464,420 | +$6,079,054 | $40.20 | 53 |
| 2018 Q2 | 1,508,634 | $57,676,000 | +$4,241,946 | $39.75 | 50 |
| 2018 Q1 | 1,235,437 | $49,293,000 | +$1,859,099 | $39.89 | 49 |
| 2017 Q4 | 1,189,173 | $48,459,000 | +$2,978,899 | $40.75 | 44 |
| 2017 Q3 | 1,106,675 | $44,554,000 | -$2,914,740 | $40.22 | 40 |
| 2017 Q2 | 1,201,032 | $46,416,000 | -$1,253,888 | $38.65 | 46 |
| 2017 Q1 | 1,218,906 | $45,705,761 | +$10,042,050 | $37.56 | 48 |
| 2016 Q4 | 956,623 | $34,381,784 | +$13,902,740 | $35.94 | 50 |
| 2016 Q3 | 568,878 | $20,887,932 | +$6,096,473 | $36.73 | 44 |
| 2016 Q2 | 402,158 | $14,827,115 | -$8,230,033 | $36.88 | 40 |
| 2016 Q1 | 625,179 | $22,274,000 | -$18,660,784 | $35.62 | 45 |
| 2015 Q4 | 1,021,347 | $67,661,023 | +$27,878,869 | $66.26 | 59 |
| 2015 Q3 | 575,674 | $39,010,000 | +$79,743 | $67.74 | 47 |
| 2015 Q2 | 571,916 | $41,588,910 | -$1,391,424 | $72.75 | 52 |
| 2015 Q1 | 590,644 | $43,320,000 | -$2,682,963 | $73.34 | 55 |
| 2014 Q4 | 639,092 | $45,585,945 | +$3,518,542 | $71.42 | 60 |
| 2014 Q3 | 609,074 | $39,567,000 | +$2,720,507 | $65.00 | 56 |
| 2014 Q2 | 544,756 | $38,112,000 | +$855,959 | $69.97 | 51 |
| 2014 Q1 | 507,126 | $34,827,000 | +$2,501,548 | $68.69 | 48 |