Security key
836144105
- Security type / class
- Equity / CEF
- Total 13F shares
- 1,717,756
- Total 13F value
- $52,719,000
- Share change
- -3,596
- SEC-reported price per share
- $30.69
- Number of holders
- 40
- Value change
- -$1,015,451
- Number of buys
- 17
- Number of sells
- 23
Report period
Q1 2020
Institutions
40
Top holders
10
SOR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
SOURCE CAPITAL /DE/ SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 836144105
Recent filing periods:
Ownership snapshot
Top reported holders of SOR - SOURCE CAPITAL /DE/ - CEF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Bulldog Investors, LLP
Disclosed value leader
Bulldog Investors, LLP
Comparable rows
0/15
Latest evidence
31 Dec 2019
13F
Highest disclosed value: $8,265,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Bulldog Investors, LLP has the largest disclosed position value at $8.26M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Bulldog Investors, LLP's linked filing trail.
Disclosed position value
Top 5
Bulldog Investors, LLP
$8.26M
RIVERNORTH CAPITAL MANAGEMENT, LLC
$7.95M
AMERIPRISE FINANCIAL INC
$5.99M
Cornerstone Advisors, LLC
$5.08M
Shaker Financial Services, LLC
$4.91M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bulldog Investors, LLP |
13F
Company
|
—
denominator unverified
|
$8,265,000
213,615 shares
|
— | 31 Dec 2019 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$7,947,000
205,409 shares
|
— | 31 Dec 2019 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
denominator unverified
|
$5,991,000
154,834 shares
|
— | 31 Dec 2019 |
| Cornerstone Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$5,082,000
131,358 shares
|
— | 31 Dec 2019 |
| Shaker Financial Services, LLC |
13F
Company
|
—
denominator unverified
|
$4,906,000
126,815 shares
|
— | 31 Dec 2019 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
denominator unverified
|
$4,002,000
103,444 shares
|
— | 31 Dec 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
40
Shares
1,717,756
Rows available
40
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2020 vs Q3 2025 Across Filers
Q3 2025 holders
1
Q1 2020 holders
40
Holder diff
39
| Investor | Q3 2025 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q3 2025 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend