CUSIP: 836144105
Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / CEF
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Total 13F shares
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1,351,335
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Share change
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-26,106
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Total reported value
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$58,915,947
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Price per share
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$43.49
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Number of holders
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54
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Value change
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-$1,395,350
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Number of buys
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26
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Number of sells
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20
Quarterly Holders Quick Answers
What is CUSIP 836144105?
CUSIP 836144105 identifies SOR - SOURCE CAPITAL /DE/ - CEF in SEC institutional holdings data.
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Newer quarter:
Q1 2025
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Previous quarter:
Q3 2024
Recent filing periods for CUSIP 836144105:
Institutional Holders of SOURCE CAPITAL /DE/ - CEF (SOR) as of Q4 2024
As of 31 Dec 2024,
SOURCE CAPITAL /DE/ - CEF (SOR) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,351,335 shares.
The largest 10 holders included
DKM Wealth Management, Inc., D.A. DAVIDSON & CO., MORGAN STANLEY, Mesirow Financial Investment Management, Inc., WELLS FARGO & COMPANY/MN, Hara Capital LLC, FIRST TRUST ADVISORS LP, Chemistry Wealth Management LLC, RAYMOND JAMES FINANCIAL INC, and Anchor Investment Management, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.