SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR)

Historical Holders from Q1 2025 to Q3 2025

Symbol
SOR on NYSE
Type / Class
Equity / COM SHS OF BEN I
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1.35M
Holdings value
$60.6M
% of all portfolios
0.002%
Grand Portfolio weight change
0%
Number of holders
50
Number of buys
30
Number of sells
-18
Average Value change %
0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 1.35M $60.6M -$1.93M $45.02 50
2025 Q2 1.4M $60.6M +$5.22M $43.36 46
2025 Q1 1.28M $53M +$53M $41.51 43