Source Capital, Inc. Institutional Ownership

SOR 
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0.80
1.07%
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 07.34%
Total Shares Outstanding (millions) 9
Total Value of Holdings (millions) $47

Active Positions

Holders Shares
Increased Positions 31 86,058
Decreased Positions 16 61,011
Held Positions 18 488,099
Total Institutional Shares 65 635,168

New and Sold Out Positions


Holders Shares
New Positions 7 30,373
Sold Out Positions 2 7,339

65 Institutional Holders
635,168 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
MORGAN STANLEY 12/31/2014 90,377 19,866 28.17 6,740
WELLS FARGO & COMPANY/MN 12/31/2014 80,399 (2,383) (2.88) 5,996
MRAZ, AMERINE & ASSOCIATES, INC. 12/31/2014 48,782 1,622 3.44 3,638
FIRST TRUST ADVISORS LP 12/31/2014 36,081 2,547 7.60 2,691
KARPUS MANAGEMENT, INC. 12/31/2014 31,446 8,183 35.18 2,345
WOLVERINE ASSET MANAGEMENT LLC 12/31/2014 29,106 (21,177) (42.12) 2,171
WEISS ASSET MANAGEMENT LP 12/31/2014 21,987 21,987 New 1,640
SHAKER FINANCIAL SERVICES, LLC 12/31/2014 21,182 (17,891) (45.79) 1,580
1832 ASSET MANAGEMENT L.P. 12/31/2014 20,000 0 0.00 1,492
RAYMOND JAMES & ASSOCIATES 12/31/2014 17,329 (1,362) (7.29) 1,292
CORNERSTONE ADVISORS INC 12/31/2014 16,000 4,845 43.43 1,193
STONE RUN CAPITAL, LLC 12/31/2014 15,200 0 0.00 1,134
UBS GROUP AG 12/31/2014 13,897 (2,149) (13.39) 1,036
DAVIDSON D A & CO 12/31/2014 13,895 1,248 9.87 1,036
BANK OF AMERICA CORP /DE/ 12/31/2014 12,644 (726) (5.43) 943

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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