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 | $549,869 | +35.7% | 14,249 | +34.8% | 0.02% | +47.1% |
| Q2 2023 | $405,196 | +62.1% | 10,574 | +68.9% | 0.02% | +88.9% |
| Q4 2020 | $250,000 | -31.9% | 6,260 | -37.2% | 0.01% | -30.8% |
| Q3 2020 | $367,000 | +7.6% | 9,969 | -3.3% | 0.01% | -13.3% |
| Q2 2020 | $341,000 | +47.0% | 10,306 | +36.4% | 0.02% | +87.5% |
| Q1 2020 | $232,000 | -23.7% | 7,553 | -3.7% | 0.01% | +60.0% |
| Q4 2019 | $304,000 | +9.4% | 7,845 | +3.2% | 0.01% | +25.0% |
| Q3 2019 | $278,000 | +1.1% | 7,603 | +87.6% | 0.00% | +33.3% |
| Q3 2015 | $275,000 | -64.8% | 4,053 | -62.3% | 0.00% | -70.0% |
| Q2 2015 | $782,000 | -43.9% | 10,747 | -43.5% | 0.01% | -44.4% |
| Q1 2015 | $1,394,000 | – | 19,014 | – | 0.02% | – |
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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% |