Source Capital Inc (NYSE:SOR)
| 39.19 Delayed Data As of 12:24pm ET |  -0.32 / -0.81%Today’s Change | 34.43 Today|||52-Week Range 43.93 | +1.37% Year-to-Date |
Institutional investors lightened up their holdings of SOR during the quarter ended -- as they sold a net -- shares. Additionally, the 15.91% of the float remaining in their hands is among the lowest for companies in the Investment Trusts/Mutual Funds industry and highlights that this company is not an important holding.
| Other institutional | 14.91% |
| Individual stakeholders | 1.51% |
| Mutual fund holders | 1.00% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | GRANITESHARES ADVISORS LLC Bought 61.2 Thousand shares of Source Capital Inc |
| 12/31/2022 | PARK AVENUE SECURITIES LLC Sold 233.00 shares of Source Capital Inc |
| 12/31/2022 | MRAZ, AMERINE & ASSOCIATES, INC. Sold 470.00 shares of Source Capital Inc |
Top 10 Owners of Source Capital Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 3.57% | 298,624 | 11,544,804 | -10,056 | -3.26% |
| Saba Capital Management LP | 2.80% | 234,661 | 9,071,994 | -171,714 | -42.26% |
| Shaker Financial Services LLC | 1.65% | 138,476 | 5,353,482 | +47,612 | +52.40% |
| D.A. Davidson & Co. (Investment M... | 1.09% | 91,360 | 3,531,978 | +5,239 | +6.08% |
| First Trust Advisors LP | 1.04% | 87,346 | 3,376,796 | -5,121 | -5.54% |
| Graniteshares Advisors LLC | 0.73% | 61,211 | 2,366,417 | +61,211 | -- |
| Morgan Stanley Smith Barney LLC (... | 0.72% | 60,044 | 2,321,301 | +12,179 | +25.44% |
| Wells Fargo Clearing Services LLC | 0.70% | 58,463 | 2,260,180 | -1,611 | -2.68% |
| Pecaut & Co. | 0.51% | 42,331 | 1,636,516 | -5,821 | -12.09% |
| Raymond James & Associates, Inc. ... | 0.50% | 41,849 | 1,617,882 | -880 | -2.06% |
Top 10 Mutual Funds Holding Source Capital Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| GraniteShares HIPS US High Income... | 0.73% | 61,211 | 2,366,417 | 0 | 0.00% |
| First Trust Income Opportunities ... | 0.26% | 22,015 | 851,100 | 0 | 0.00% |
| Guggenheim Multi Hedge Strategies... | 0.01% | 380 | 14,691 | -33 | -7.99% |
| Rydex Variable Trust - Multi Hedg... | 0.00% | 152 | 5,876 | -19 | -11.11% |