Source Capital
SOR- Exchange
- NYSE
- SEC CIK
- 0000091847
No open-market purchases or sales by Source Capital insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $75.2M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Source Capital changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 33 | 38 | +5 |
| Shares | 2.03M | 1.70M | −322.5K (−15.9%) |
| Value | $88.7M | $81.5M | −$7.21M (−8.1%) |
New holders (7)
Institutions that held Source Capital at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Anchor Investment Management, LLC | 15,311 | $697.0K | 0.10% |
| Janney Montgomery Scott LLC | 6,162 | $281.0K | 0.00% |
| Walleye Trading LLC | 5,399 | $246.0K | 0.01% |
| Karpus Management, Inc. | 5,000 | $228.0K | 0.01% |
| Boenning & Scattergood, Inc. | 4,541 | $207.0K | 0.04% |
| JPMorgan Chase & Co | 650 | $30.0K | 0.00% |
| Bogart Wealth, LLC | 190 | $9.00K | 0.00% |
Sold out (2)
Institutions that held Source Capital at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Bulldog Investors, LLP | 221,586 | $9.69M |
| Rivernorth Capital Management, LLC | 115,867 | $5.07M |