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Source Capital (SOR) Institutional Ownership

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$43.61 -0.02 (-0.04%)
Closing price 08/1/2025 03:59 PM Eastern
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$43.64 +0.03 (+0.08%)
As of 08/1/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Source Capital (NYSE:SOR)

Current
Institutional Ownership
Percentage
13.15%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$28.71M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.10M
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SOR Institutional Buying and Selling by Quarter

Source Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.18,613$807K0.0%-6.4%0.226%
7/30/2025 D.A. Davidson & CO.172,148$7.47M0.1%+0.6%2.092%
7/23/2025 Mraz Amerine & Associates Inc.5,171$224K0.0%-18.3%0.063%
7/15/2025 DKM Wealth Management Inc.281,443$12.20M10.5%+2.0%3.420%
7/14/2025 Park Avenue Securities LLC16,386$711K0.0%-4.2%0.199%
7/8/2025 Chemistry Wealth Management LLC48,855$2.12M0.5%-7.4%0.594%
5/20/2025Anchor Investment Management LLC30,352$1.26M0.1%+10.8%0.369%
5/19/2025Smith Asset Management Co. LLC27,291$1.13M1.1%N/A0.332%
5/15/2025Royal Bank of Canada13,569$564K0.0%-20.0%0.165%
5/12/2025Invesco Ltd.25,729$1.07M0.0%+3.1%0.313%
5/9/2025Cornerstone Advisors LLC2,882$120K0.0%N/A0.035%
5/9/2025Shaker Financial Services LLC26,591$1.10M0.4%+47.4%0.323%
5/8/2025Mesirow Financial Investment Management Inc.77,535$3.22M0.1%+0.6%0.943%
5/5/2025Private Advisor Group LLC7,484$311K0.0%-13.6%0.091%
4/30/2025 Mraz Amerine & Associates Inc.6,330$263K0.0%-10.0%0.077%
4/29/2025Envestnet Asset Management Inc.19,896$826K0.0%N/A0.242%
4/28/2025 D.A. Davidson & CO.171,106$7.10M0.1%+9.0%2.080%
4/14/2025 Park Avenue Securities LLC17,099$710K0.0%-1.8%0.209%
4/11/2025 Chemistry Wealth Management LLC52,768$2.19M0.5%-8.3%0.644%
4/10/2025Hennion & Walsh Asset Management Inc.32,305$1.34M0.1%+23.9%0.394%
4/9/2025 NBC Securities Inc.976$40K0.0%N/A0.012%
3/14/2025Hara Capital LLC71,623$3.12M2.0%-14.1%0.873%
2/17/2025Cary Street Partners Financial LLC5,556$242K0.0%N/A0.068%
2/17/2025Bank of America Corp DE27,152$1.18M0.0%-9.2%0.331%
2/14/2025Shaker Financial Services LLC18,038$784K0.3%-70.0%0.220%
2/13/2025Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%
2/13/2025Invesco Ltd.24,944$1.09M0.0%+40.6%0.304%
2/13/2025Wells Fargo & Company MN72,665$3.16M0.0%-2.5%0.886%
2/12/2025 DKM Wealth Management Inc.274,334$11.93M11.3%N/A3.346%
2/11/2025Congress Wealth Management LLC DE8,218$357K0.0%N/A0.100%
2/11/2025LPL Financial LLC7,431$323K0.0%-20.0%0.091%
2/11/2025Pecaut & CO.14,386$626K0.2%-17.6%0.175%
2/7/2025Mesirow Financial Investment Management Inc.77,073$3.35M0.1%+0.8%0.940%
2/6/2025Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%
2/6/2025Jones Financial Companies Lllp4,748$206K0.0%N/A0.058%
2/4/2025Lake Street Advisors Group LLC15,426$712K0.0%+3.4%0.188%
2/3/2025 Concurrent Investment Advisors LLC16,366$712K0.0%N/A0.200%
2/3/2025Private Advisor Group LLC8,663$377K0.0%-7.0%0.106%
1/31/2025 Mraz Amerine & Associates Inc.7,030$306K0.1%-12.9%0.086%
1/31/2025 D.A. Davidson & CO.157,030$6.83M0.1%+3.5%1.915%
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1/30/2025Nations Financial Group Inc. IA ADV7,834$341K0.0%-5.4%0.096%
1/15/2025 Chemistry Wealth Management LLC57,566$2.50M0.6%-7.5%0.702%
1/15/2025Hennion & Walsh Asset Management Inc.26,081$1.13M0.1%+77.6%0.318%
1/14/2025 Park Avenue Securities LLC17,416$757K0.0%+6.7%0.212%
11/25/2024Sanctuary Advisors LLC15,059$665K0.0%+7.0%0.184%
11/21/2024Anchor Investment Management LLC27,238$1.21M0.1%-1.9%0.332%
11/13/2024 D.A. Davidson & CO.151,688$6.75M0.1%+9.5%1.850%
11/7/2024Thrivent Financial for Lutherans16,135$718K0.0%+1.4%0.197%
11/5/2024Nations Financial Group Inc. IA ADV8,283$369K0.0%-8.8%0.101%
11/2/2024Mesirow Financial Investment Management Inc.76,443$3.40M0.1%+0.8%0.932%
10/31/2024Hara Capital LLC83,395$3.71M2.3%-2.5%1.017%
10/31/2024Shaker Financial Services LLC60,101$2.68M1.0%+1,227.3%0.733%
10/23/2024Lake Street Advisors Group LLC14,915$664K0.0%+58.3%0.182%
10/23/2024 Mraz Amerine & Associates Inc.8,070$359K0.1%-9.7%0.098%
10/23/2024Hennion & Walsh Asset Management Inc.14,689$654K0.0%+220.2%0.179%
10/22/2024 International Assets Investment Management LLC22,040$981K0.0%+4,352.5%0.269%
10/22/2024Private Advisor Group LLC9,314$415K0.0%+3.5%0.114%
10/7/2024 Chemistry Wealth Management LLC62,266$2.77M0.7%-21.1%0.759%
10/3/2024 Park Avenue Securities LLC16,324$727K0.0%-3.9%0.199%
9/5/2024Sanctuary Advisors LLC14,071$583K0.0%N/A0.172%
8/9/2024Mesirow Financial Investment Management Inc.75,812$3.36M0.1%+0.9%0.925%
8/6/2024Lake Street Advisors Group LLC9,420$417K0.0%N/A0.115%
8/5/2024Blue Bell Private Wealth Management LLC1,774$79K0.0%-53.4%0.022%
8/3/2024Shaker Financial Services LLC4,528$200K0.1%-86.2%0.055%
8/1/2024 Mraz Amerine & Associates Inc.8,937$396K0.1%-7.7%0.109%
8/1/2024 D.A. Davidson & CO.138,536$6.13M0.1%+9.1%1.689%
7/31/2024Baltimore Washington Financial Advisors Inc.14,955$662K0.0%N/A0.182%
7/29/2024Hara Capital LLC85,551$3.79M2.4%-1.7%1.043%
7/29/2024Nations Financial Group Inc. IA ADV9,084$402K0.0%-10.5%0.111%
7/22/2024Capital Investment Counsel Inc10,018$443K0.1%-4.8%0.122%
7/20/2024Hennion & Walsh Asset Management Inc.4,587$203K0.0%-79.0%0.056%
7/19/2024Raymond James & Associates47,684$2.11M0.0%-5.7%0.582%
7/9/2024 Park Avenue Securities LLC16,981$752K0.0%-3.4%0.207%
5/7/2024Pecaut & CO.22,939$975K0.4%-31.6%0.280%
5/1/2024 Janney Montgomery Scott LLC5,541$235K0.0%-6.6%0.068%
5/1/2024Private Advisor Group LLC9,807$417K0.0%N/A0.120%
4/26/2024Mesirow Financial Investment Management Inc.75,172$3.19M0.1%N/A0.917%
4/24/2024Blue Bell Private Wealth Management LLC3,809$162K0.0%-43.8%0.046%
4/23/2024Nations Financial Group Inc. IA ADV10,150$431K0.0%-6.4%0.123%
4/17/2024Hennion & Walsh Asset Management Inc.21,858$929K0.0%-5.1%0.264%
4/15/2024 Chemistry Wealth Management LLC101,733$4.32M1.2%-22.4%1.229%
4/10/2024 Park Avenue Securities LLC17,582$747K0.0%-1.4%0.212%
3/14/2024 Leo Wealth LLC5,107$206K0.0%N/A0.062%
2/13/2024 Belpointe Asset Management LLC5,301$214K0.0%N/A0.064%
2/9/2024Nations Financial Group Inc. IA ADV10,846$438K0.0%-2.3%0.131%
2/9/2024 D.A. Davidson & CO.123,103$4.97M0.0%+6.6%1.487%
2/7/2024Cary Street Partners Investment Advisory LLC5,450$235K0.0%+45.3%0.066%
2/7/2024Pecaut & CO.33,546$1.35M0.5%-8.6%0.405%
2/7/2024Shaker Financial Services LLC49,119$1.98M0.8%-12.6%0.593%
2/6/2024 Cullen Frost Bankers Inc.886$36K0.0%N/A0.011%
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2/5/2024Cary Street Partners Investment Advisory LLC5,450$235K0.1%+45.3%0.066%
2/5/2024Capital Investment Counsel Inc10,518$425K0.1%-13.2%0.127%
1/31/2024 Mraz Amerine & Associates Inc.12,367$499K0.1%-4.9%0.149%
1/25/2024 International Assets Investment Management LLC19,986$807K0.0%N/A0.241%
1/25/2024Blue Bell Private Wealth Management LLC6,772$273K0.1%-19.1%0.082%
1/24/2024 International Assets Investment Management LLC19,986$807K0.0%N/A0.241%
1/16/2024Raymond James & Associates48,529$1.96M0.0%+6.6%0.586%
1/12/2024 Chemistry Wealth Management LLC131,080$5.29M1.6%-19.1%1.583%
1/2/2024Anchor Investment Management LLC27,483$1.11M0.1%N/A0.332%
11/14/2023AQR Arbitrage LLC14,249$550K0.0%+34.8%0.172%
(Data available from 1/1/2016 forward)

SOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOR shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were DKM Wealth Management Inc. ($12.20M), D.A. Davidson & CO. ($7.47M), Mesirow Financial Investment Management Inc. ($3.22M), Wells Fargo & Company MN ($3.16M), Hara Capital LLC ($3.12M), Raymond James Financial Inc. ($2.23M), and Chemistry Wealth Management LLC ($2.12M).Learn more on Source Capital's institutional investors.

What percentage of Source Capital's stock is owned by institutional investors?

13.15% of Source Capital's stock is owned by institutional investors. Learn more on SOR's institutional investor holdings.

Which institutional investors have been buying Source Capital's stock?

Of the 33 institutional investors that purchased Source Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: DKM Wealth Management Inc. ($279.87K), Raymond James Financial Inc. ($102.61K), Mesirow Financial Investment Management Inc. ($77.54K), Shaker Financial Services LLC ($64.13K), International Assets Investment Management LLC ($61.52K), D.A. Davidson & CO. ($61.35K), and Anchor Investment Management LLC ($30.45K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 660,844 shares in the last 24 months. This purchase volume represents approximately $28.71M in transactions.

Which of Source Capital's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Source Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($70.37K), Chemistry Wealth Management LLC ($30.03K), Hara Capital LLC ($13.93K), Mraz Amerine & Associates Inc. ($3.77K), Royal Bank of Canada ($3.39K), Pecaut & CO. ($3.08K), and Bank of America Corp DE ($2.74K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 139,638 shares in the last 24 months. This volume of shares sold represents approximately $6.10M in transactions.


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This page (NYSE:SOR) was last updated on 8/2/2025 by MarketBeat.com Staff
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