SOURCE CAP INC's ticker is SOR and the CUSIP is 836144105. A total of 35 filers reported holding SOURCE CAP INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41 | 0.0% | 1,087 | 0.0% | 0.00% | – |
| Q2 2023 | $41 | 0.0% | 1,087 | 0.0% | 0.00% | – |
| Q1 2023 | $41 | -2.4% | 1,087 | 0.0% | 0.00% | – |
| Q4 2022 | $42 | -99.9% | 1,087 | 0.0% | 0.00% | – |
| Q3 2022 | $38,000 | -5.0% | 1,087 | 0.0% | 0.00% | – |
| Q2 2022 | $40,000 | -11.1% | 1,087 | 0.0% | 0.00% | – |
| Q1 2022 | $45,000 | -15.1% | 1,087 | -11.4% | 0.00% | – |
| Q4 2021 | $53,000 | -1.9% | 1,227 | 0.0% | 0.00% | – |
| Q3 2021 | $54,000 | -1.8% | 1,227 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | +3.8% | 1,227 | 0.0% | 0.00% | – |
| Q1 2021 | $53,000 | +10.4% | 1,227 | 0.0% | 0.00% | – |
| Q4 2020 | $48,000 | +6.7% | 1,227 | 0.0% | 0.00% | – |
| Q3 2020 | $45,000 | +12.5% | 1,227 | 0.0% | 0.00% | – |
| Q2 2020 | $40,000 | +8.1% | 1,227 | 0.0% | 0.00% | – |
| Q1 2020 | $37,000 | -21.3% | 1,227 | 0.0% | 0.00% | – |
| Q4 2019 | $47,000 | – | 1,227 | – | 0.00% | – |
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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% |