Steward Partners Investment Advisory, 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SOURCE CAP INC
ValueSharesWeighting
Q2 2023$14,370
-91.0%
375
-91.1%
0.00%
-100.0%
Q1 2023$159,285
-18.7%
4,215
-16.8%
0.00%0.0%
Q4 2022$195,813
+38.9%
5,065
+26.2%
0.00%0.0%
Q3 2022$141,0000.0%4,015
+6.4%
0.00%0.0%
Q2 2022$141,000
+76.2%
3,775
+88.8%
0.00%
-40.0%
Q2 2018$80,000
+1.3%
2,0000.0%0.01%0.0%
Q1 2018$79,000
-2.5%
2,0000.0%0.01%
-16.7%
Q4 2017$81,0002,0000.01%
Other shareholders
SOURCE CAP INC shareholders Q3 2023
NameSharesValueWeighting ↓
Chemistry Wealth Management LLC 162,030$6,252,7192.06%
Shaker Financial Services, LLC 56,225$2,169,7231.01%
PECAUT & CO. 36,718$1,416,9340.59%
Anchor Investment Management, LLC 27,867$1,075,3740.14%
Mraz, Amerine & Associates, Inc. 13,007$501,9420.11%
Capital Investment Counsel, Inc 12,124$467,8650.09%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 8,369$322,9600.09%
Hennion & Walsh Asset Management, Inc. 23,706$914,8150.06%
D.A. DAVIDSON & CO. 115,531$4,458,3520.05%
Baltimore-Washington Financial Advisors, Inc. 14,955$577,1130.05%
View complete list of SOURCE CAP INC shareholders