Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / COM SHS OF BEN I
-
Total 13F shares
-
1,277,261
-
Share change
-
+1,277,261
-
Total reported value
-
$53,017,892
-
Price per share
-
$41.51
-
Number of holders
-
43
-
Value change
-
+$53,017,878
-
Number of buys
-
43
Institutional Holders of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) as of Q1 2025
As of 31 Mar 2025,
SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,277,261 shares.
The largest 10 holders included
DKM Wealth Management, Inc., D.A. DAVIDSON & CO., MORGAN STANLEY, Mesirow Financial Investment Management, Inc., Hara Capital LLC, WELLS FARGO & COMPANY/MN, FIRST TRUST ADVISORS LP, Chemistry Wealth Management LLC, RAYMOND JAMES FINANCIAL INC, and Hennion & Walsh Asset Management, Inc..
This page lists
43
institutional shareholders reporting positions in this security
for the Q1 2025 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.