Security key
836144105
- Security type / class
- Equity / CEF
- Total 13F shares
- 2,050,418
- Total 13F value
- $75,557,000
- Share change
- +197,477
- SEC-reported price per share
- $36.85
- Number of holders
- 34
- Value change
- +$8,364,142
- Number of buys
- 14
- Number of sells
- 26
Report period
Q3 2020
Institutions
34
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
RIVERNORTH CAPITAL MANAGE...
Disclosed value leader
RIVERNORTH CAPITAL MANAGE...
Comparable rows
0/15
Latest evidence
30 Jun 2020
13F
Highest disclosed value: $11,028,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
RIVERNORTH CAPITAL MANAGEMENT, LLC has the largest disclosed position value at $11.03M.
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 RIVERNORTH CAPITAL MANAGEMENT, LLC's linked filing trail.
Disclosed position value
Top 5
RIVERNORTH CAPITAL MANAGEMENT, LLC
$11.03M
Bulldog Investors, LLP
$6.57M
Saba Capital Management, L.P.
$5.89M
AMERIPRISE FINANCIAL INC
$5.09M
WELLS FARGO & COMPANY/MN
$4.16M
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 |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$11,028,000
333,364 shares
|
— | 30 Jun 2020 |
| Bulldog Investors, LLP |
13F
Company
|
—
denominator unverified
|
$6,571,000
198,615 shares
|
— | 30 Jun 2020 |
| Saba Capital Management, L.P. |
13F
Company
|
—
denominator unverified
|
$5,891,000
178,066 shares
|
— | 30 Jun 2020 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
denominator unverified
|
$5,089,000
153,834 shares
|
— | 30 Jun 2020 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
denominator unverified
|
$4,165,000
125,897 shares
|
— | 30 Jun 2020 |
| Shaker Financial Services, LLC |
13F
Company
|
—
denominator unverified
|
$3,527,000
106,605 shares
|
— | 30 Jun 2020 |
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 Q3 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
34
Shares
2,050,418
Rows available
34
| 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 Q3 2020 vs Q3 2025 Across Filers
Q3 2025 holders
1
Q3 2020 holders
34
Holder diff
33
| Investor | Q3 2025 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q3 2025 value | Q3 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend