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.
Q3 2023 vs. Q2 2023
How the institutions holding Source Capital changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 37 | 38 | +1 |
| Shares | 1.03M | 964.1K | −70.3K (−6.8%) |
| Value | $39.6M | $37.2M | −$2.44M (−6.1%) |
New holders (3)
Institutions that held Source Capital at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 14,955 | $577.1K | 0.05% |
| Guggenheim Capital LLC | 7,724 | $298.1K | 0.00% |
| NBC Securities, Inc. | 941 | $36.0K | 0.00% |
Sold out (2)
Institutions that held Source Capital at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Glass Jacobson Investment Advisors llc | 486 | $18.6K |
| Steward Partners Investment Advisory, LLC | 375 | $14.4K |