Source Capital, Inc. Institutional Ownership

SOR 
$69.41
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0.56
0.81%
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Exchange: NYSE

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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 06.94%
Total Shares Outstanding (millions) 9
Total Value of Holdings (millions) $41

Active Positions

Holders Shares
Increased Positions 27 99,158
Decreased Positions 14 35,192
Held Positions 15 466,200
Total Institutional Shares 56 600,550

New and Sold Out Positions


Holders Shares
New Positions 6 23,621
Sold Out Positions 1 2,934

56 Institutional Holders
600,550 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)
WELLS FARGO & COMPANY/MN 09/30/2014 82,782 7,516 9.99 5,700
MORGAN STANLEY 09/30/2014 70,511 11,183 18.85 4,855
WOLVERINE ASSET MANAGEMENT LLC 09/30/2014 50,283 22,318 79.81 3,462
MRAZ, AMERINE & ASSOCIATES, INC. 09/30/2014 47,160 8,144 20.87 3,247
SHAKER FINANCIAL SERVICES, LLC 09/30/2014 39,073 (3,330) (7.85) 2,690
FIRST TRUST ADVISORS LP 09/30/2014 33,534 259 .78 2,309
KARPUS MANAGEMENT, INC. 09/30/2014 23,263 13,571 140.02 1,602
1832 ASSET MANAGEMENT L.P. 09/30/2014 20,000 0 0.00 1,377
RAYMOND JAMES & ASSOCIATES 09/30/2014 18,691 (7,549) (28.77) 1,287
UBS AG 09/30/2014 16,046 988 6.56 1,105
STONE RUN CAPITAL, LLC 09/30/2014 15,200 0 0.00 1,047
BANK OF AMERICA CORP /DE/ 09/30/2014 13,370 3,737 38.79 921
DAVIDSON D A & CO 09/30/2014 12,647 356 2.90 871
CORNERSTONE ADVISORS INC 09/30/2014 11,155 11,155 New 768
LPL FINANCIAL LLC 09/30/2014 11,078 1,538 16.12 763

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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