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Source Capital shares owned by Morgan Stanley

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.5M 82k 43.36

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Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Hara Capital
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Anchor Investment Management
Smith Asset Management
Invesco
Chemistry Wealth Management
Us Bancorp
LPL Financial

View all funds holding Source Capital