Security key
836144105
- Security type / class
- Equity / CEF
- Total 13F shares
- 1,690,946
- Total 13F value
- $71,021,257
- Share change
- +197,647
- SEC-reported price per share
- $42.00
- Number of holders
- 30
- Value change
- +$8,273,919
- Number of buys
- 13
- Number of sells
- 17
Report period
Q1 2022
Institutions
30
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
Saba Capital Management, ...
Disclosed value leader
Saba Capital Management, ...
Comparable rows
0/15
Latest evidence
31 Dec 2021
13F
Highest disclosed value: $28,200,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Saba Capital Management, L.P. has the largest disclosed position value at $28.2M.
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 Saba Capital Management, L.P.'s linked filing trail.
Disclosed position value
Top 5
Saba Capital Management, L.P.
$28.2M
Shaker Financial Services, LLC
$6.63M
Litman Gregory Wealth Management LLC
$4.68M
FIRST TRUST ADVISORS LP
$4.04M
D.A. DAVIDSON & CO.
$3.52M
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 |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. |
13F
Company
|
—
denominator unverified
|
$28,200,000
652,619 shares
|
— | 31 Dec 2021 |
| Shaker Financial Services, LLC |
13F
Company
|
—
denominator unverified
|
$6,627,000
153,371 shares
|
— | 31 Dec 2021 |
| Litman Gregory Wealth Management LLC |
13F
Company
|
—
denominator unverified
|
$4,684,000
108,393 shares
|
— | 31 Dec 2021 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$4,041,000
93,529 shares
|
— | 31 Dec 2021 |
| D.A. DAVIDSON & CO. |
13F
Company
|
—
denominator unverified
|
$3,518,000
81,434 shares
|
— | 31 Dec 2021 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
denominator unverified
|
$2,312,000
53,526 shares
|
— | 31 Dec 2021 |
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 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
30
Shares
1,690,946
Rows available
30
| 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 2022 vs Q3 2025 Across Filers
Q3 2025 holders
1
Q1 2022 holders
30
Holder diff
29
| Investor | Q3 2025 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q3 2025 value | Q1 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend