Litman Gregory Wealth Management LLC - SOURCE CAP INC ownership

SOURCE CAP INC's ticker is SOR and the CUSIP is 836144105. A total of 39 filers reported holding SOURCE CAP INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of SOURCE CAP INC
ValueSharesWeighting
Q2 2022$5,280,000
-3.5%
141,447
+8.6%
0.78%
-2.9%
Q1 2022$5,471,000
+16.8%
130,253
+20.2%
0.80%
+0.5%
Q4 2021$4,684,000
+14.9%
108,393
+18.6%
0.80%
+3.8%
Q3 2021$4,077,000
+0.1%
91,357
+2144.1%
0.77%
+0.9%
Q2 2021$4,071,000
+30.6%
4,071
-94.3%
0.76%
+24.6%
Q1 2021$3,116,000
+23.0%
71,232
+12.2%
0.61%
+31.2%
Q4 2020$2,533,000
+81.6%
63,462
+67.6%
0.46%
+61.5%
Q3 2020$1,395,00037,8580.29%
Other shareholders
SOURCE CAP INC shareholders Q4 2020
NameSharesValueWeighting ↓
Bulldog Investors, LLP 196,793$7,854,0002.89%
PECAUT & CO. 70,321$2,807,0002.11%
Shaker Financial Services, LLC 92,511$3,692,0001.54%
Saba Capital Management, L.P. 766,009$30,571,0001.25%
AMI INVESTMENT MANAGEMENT INC 56,721$2,264,0001.00%
Mraz, Amerine & Associates, Inc. 38,087$1,520,0000.50%
RIVERNORTH CAPITAL MANAGEMENT, LLC 199,020$7,943,0000.47%
Litman Gregory Wealth Management LLC 63,462$2,533,0000.46%
BREITER CAPITAL MANAGEMENT INC 6,660$266,0000.18%
D.A. DAVIDSON & CO. 73,530$2,935,0000.04%
View complete list of SOURCE CAP INC shareholders