SOURCE CAP INC's ticker is SOR and the CUSIP is 836144105. A total of 39 filers reported holding SOURCE CAP INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,195 | +6.1% | 11,096 | +5.3% | 0.04% | +7.5% |
| Q2 2023 | $403,663 | -18.2% | 10,534 | -19.3% | 0.04% | -23.1% |
| Q1 2023 | $493,575 | -2.3% | 13,061 | 0.0% | 0.05% | -8.8% |
| Q4 2022 | $504,938 | +10.5% | 13,061 | 0.0% | 0.06% | -13.6% |
| Q3 2022 | $457,000 | – | 13,061 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chemistry Wealth Management LLC | 162,030 | $6,252,719 | 2.06% |
| Shaker Financial Services, LLC | 56,225 | $2,169,723 | 1.01% |
| PECAUT & CO. | 36,718 | $1,416,934 | 0.59% |
| Anchor Investment Management, LLC | 27,867 | $1,075,374 | 0.14% |
| Mraz, Amerine & Associates, Inc. | 13,007 | $501,942 | 0.11% |
| Capital Investment Counsel, Inc | 12,124 | $467,865 | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8,369 | $322,960 | 0.09% |
| Hennion & Walsh Asset Management, Inc. | 23,706 | $914,815 | 0.06% |
| D.A. DAVIDSON & CO. | 115,531 | $4,458,352 | 0.05% |
| Baltimore-Washington Financial Advisors, Inc. | 14,955 | $577,113 | 0.05% |