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SOR

SOURCE CAPITAL /DE/

Company with tickers: SOR

CIK
91847
CUSIP
836144303
Shares Outstanding
8,230,971
Price Holdings Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trading Congress Trades
Report Date:
Holders: 59
Total Value: $72,999,477
Total Shares: 1,595,269
Holder Value (USD) Shares Action
DKM Wealth Management, Inc. $13,492,885 294,862 View
D.A. DAVIDSON & CO. $7,780,023 170,018 View
Align Financial, LLC $7,005,535 153,093 View
DIVERSIFIED MANAGEMENT INC $5,344,493 116,794 View
MORGAN STANLEY $4,207,494 91,947 View
Hara Capital LLC $4,139,678 90,465 View
FIRST TRUST ADVISORS LP $3,268,041 71,417 View
WELLS FARGO & COMPANY/MN $2,783,260 60,823 View
RAYMOND JAMES FINANCIAL INC $2,326,529 50,842 View
Mesirow Financial Investment Management, Inc. $1,727,485 37,751 View
Hennion & Walsh Asset Management, Inc. $1,496,168 32,696 View
Anchor Investment Management, LLC $1,459,057 31,885 View
Invesco Ltd. $1,395,085 30,487 View
Smith Asset Management Co., LLC $1,297,067 28,345 View
Keating Financial Advisory Services, Inc. $1,170,678 25,583 View
US BANCORP \DE\ $1,134,848 24,800 View
LPL Financial LLC $1,019,761 22,285 View
Chemistry Wealth Management LLC $960,319 20,986 View
Shaker Financial Services, LLC $884,266 19,324 View
ENVESTNET ASSET MANAGEMENT INC $842,304 18,407 View
WILEY BROS.-AINTREE CAPITAL, LLC $763,368 16,682 View
PARK AVENUE SECURITIES LLC $710,744 15,532 View
BANK OF AMERICA CORP /DE/ $691,296 15,107 View
Baltimore-Washington Financial Advisors, Inc. $684,340 14,955 View
PECAUT & CO. $609,111 13,311 View
ROYAL BANK OF CANADA $604,441 13,209 View
AMERIPRISE FINANCIAL INC $533,241 11,653 View
EVOLVE PRIVATE WEALTH, LLC $522,167 11,411 View
Capital Investment Counsel, Inc $411,840 9,000 View
SILVERCREST ASSET MANAGEMENT GROUP LLC $357,065 7,803 View
UBS Group AG $326,222 7,129 View
Private Advisor Group, LLC $312,037 6,819 View
Janney Montgomery Scott LLC $308,330 6,738 View
Uptown Financial Advisors LLC $276,481 6,042 View
CARY STREET PARTNERS FINANCIAL LLC $272,912 5,964 View
GWM Advisors LLC $271,036 5,923 View
Cetera Investment Advisers $239,919 5,243 View
WOLVERINE ASSET MANAGEMENT LLC $198,644 4,341 View
Cornerstone Advisors, LLC $168,030 3,672 View
ASSETMARK, INC $141,535 3,093 View
JONES FINANCIAL COMPANIES LLLP $134,259 2,934 View
Colonial Trust Co / SC $119,342 2,608 View
Russell Investments Group, Ltd. $119,113 2,603 View
Kestra Advisory Services, LLC $85,250 1,863 View
Manchester Capital Management LLC $67,724 1,480 View
JPMORGAN CHASE & CO $60,265 1,317 View
Sound Income Strategies, LLC $59,854 1,308 View
NBC SECURITIES, INC. $50,152 1,096 View
WHI TRUST Co LLC $41,733 912 View
AdvisorNet Financial, Inc $30,613 669 View
Rockefeller Capital Management L.P. $24,024 525 View
MAI Capital Management $23,337 510 View
Kilter Group LLC $13,453 294 View
Advisor Group Holdings, Inc. $13,086 286 View
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $9,152 200 View
Motiv8 Investments LLC $4,987 109 View
CWM, LLC $3,065 67 View
PNC Financial Services Group, Inc. $2,288 50 View
FMR LLC $45 1 View

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