SOR Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SOR shares is 47, representing 12.31% of the company's common stock.

SPIRE WEALTH MANAGEMENT, in the last quarter, reduced its stake in SOR by -100% restricting it's holding to 0 shares of worth nearly -. CHEMISTRY WEALTH MANAGEMENT LLC also lessened -22.39% of the SOR shares from its portfolio, reducing its holding to 101.73 thousand shares of worth $4.32M. MORGAN STANLEY also shunned SOR shares holding by -0.31% last quarter which brought its holding to 86.17 thousand shares worth $3.66M.

As per its latest 13F filing, D.A. DAVIDSON & CO. increased its stake in SOR by 3.18% in the last quarter. The institutional holder raised its holding to 127.02 thousand shares having worth more than $5.40M. HARA CAPITAL LLC also added 17.33% more shares of SOR to its portfolio, raising its holding to 87.05 thousand shares of worth $3.70M. MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. also increased its SOR shares holding by 0.88% which brought its holding to 75.17 thousand shares worth $3.19M.

The insider with the most stakes in SOR is ROMICK STEVEN T , VP & Portfolio Manager at the company. Additionally, SOR stock is highly held by President ATWOOD J RICHARD and director REES DAVID among others.

Company executives, directors, and other insiders own N/A percent of Source Capital, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which SOR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BROWN SANDRA and PISANO A ROBERT.

There have been 0 transaction(s) during the past 6-months in which Source Capital, Inc. insiders have bought stock, totalling 0 shares

Around 0 Source Capital, Inc. shares are held by insiders, which represents about N/A of SOR stock.

SOR VP & Portfolio Manager, ROMICK STEVEN T holds the largest portfolio of the company's shares. SOR shares owned by ROMICK total nearly 29.08 thousand.

SPIRE WEALTH MANAGEMENT is the largest institutional owner in SOR which holds 0 shares worth - or 0% of the total SOR shares outstanding followed by D.A. DAVIDSON & CO. with ownership of 127.02 thousand shares representing 1.54% of the SOR ownership. CHEMISTRY WEALTH MANAGEMENT LLC is the third largest stakeholder with 101.73 thousand shares or 1.23% of the ownership worth more than $4.32M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SOR is concerned, it is a stock which is not optionable.

Number of SOR shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, null shares of SOR are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SOR has null shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SOR is null.