Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / COM SHS OF BEN I
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Number of holders
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43
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Total 13F shares, excl. options
-
1.28M
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Shares change
-
+1.28M
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Total reported value, excl. options
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$53M
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Value change
-
+$53M
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Number of buys
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43
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Price
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$41.51
Significant Holders of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) as of Q1 2025
43 filings reported holding SOR - SOURCE CAPITAL /DE/ - COM SHS OF BEN I as of Q1 2025.
SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.28M shares
.
Largest 10 shareholders include DKM Wealth Management, Inc. (276K shares), D.A. DAVIDSON & CO. (171K shares), MORGAN STANLEY (80.9K shares), Mesirow Financial Investment Management, Inc. (77.5K shares), Hara Capital LLC (71.5K shares), WELLS FARGO & COMPANY/MN (68.5K shares), FIRST TRUST ADVISORS LP (67.8K shares), Chemistry Wealth Management LLC (52.8K shares), RAYMOND JAMES FINANCIAL INC (43.8K shares), and Hennion & Walsh Asset Management, Inc. (32.3K shares).
This table shows the top 43 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.