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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $270,000 | +3.1% | 6,635 | +1.7% | 0.10% | 0.0% |
| Q3 2017 | $262,000 | +4.8% | 6,525 | +0.9% | 0.10% | +4.3% |
| Q2 2017 | $250,000 | +3.7% | 6,468 | +0.9% | 0.09% | +4.5% |
| Q1 2017 | $241,000 | +5.7% | 6,410 | +0.9% | 0.09% | +2.3% |
| Q4 2016 | $228,000 | -1.3% | 6,350 | +1.0% | 0.09% | -6.5% |
| Q3 2016 | $231,000 | +0.9% | 6,289 | +1.1% | 0.09% | 0.0% |
| Q2 2016 | $229,000 | +4.6% | 6,219 | +1.1% | 0.09% | +2.2% |
| Q1 2016 | $219,000 | -45.9% | 6,150 | +0.6% | 0.09% | -45.8% |
| Q4 2015 | $405,000 | 0.0% | 6,113 | +2.2% | 0.17% | -5.1% |
| Q3 2015 | $405,000 | -5.8% | 5,980 | +1.2% | 0.18% | -2.2% |
| Q2 2015 | $430,000 | +0.5% | 5,908 | +1.1% | 0.18% | 0.0% |
| Q1 2015 | $428,000 | +3.9% | 5,841 | +1.2% | 0.18% | +4.6% |
| Q4 2014 | $412,000 | +12.6% | 5,773 | +2.6% | 0.17% | +5.5% |
| Q3 2014 | $366,000 | -5.9% | 5,629 | +1.2% | 0.16% | -4.1% |
| Q2 2014 | $389,000 | +2.9% | 5,564 | +1.2% | 0.17% | -1.2% |
| Q1 2014 | $378,000 | +3.6% | 5,500 | +1.2% | 0.17% | +1.2% |
| Q4 2013 | $365,000 | +9.3% | 5,437 | +1.2% | 0.17% | +4.9% |
| Q3 2013 | $334,000 | +1.8% | 5,375 | +1.2% | 0.16% | +3.8% |
| Q2 2013 | $328,000 | – | 5,311 | – | 0.16% | – |
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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% |