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Source Capital (SOR) Institutional Ownership

Source Capital logo
$45.31 +0.95 (+2.14%)
(As of 12/20/2024 04:33 PM ET)
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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)
16
Total
Institutional Inflows
(last 12 months)
$14.41M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.15M
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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
11/25/2024 Sanctuary Advisors LLC15,059$665K0.0%+7.0%0.184%
11/21/2024 Anchor 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%
11/7/2024 Thrivent Financial for Lutherans16,135$718K0.0%+1.4%0.197%
11/5/2024 Nations Financial Group Inc. IA ADV8,283$369K0.0%-8.8%0.101%
11/2/2024 Mesirow Financial Investment Management Inc.76,443$3.40M0.1%+0.8%0.932%
10/31/2024 Hara Capital LLC83,395$3.71M2.3%-2.5%1.017%
10/31/2024 Shaker Financial Services LLC60,101$2.68M1.0%+1,227.3%0.733%
10/23/2024 Lake 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%
10/23/2024 Hennion & 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%
10/22/2024 Private 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%
9/5/2024 Sanctuary Advisors LLC14,071$583K0.0%N/A0.172%
8/9/2024 Mesirow Financial Investment Management Inc.75,812$3.36M0.1%+0.9%0.925%
8/6/2024 Lake Street Advisors Group LLC9,420$417K0.0%N/A0.115%
8/5/2024 Blue Bell Private Wealth Management LLC1,774$79K0.0%-53.4%0.022%
8/3/2024 Shaker 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%
7/31/2024 Baltimore Washington Financial Advisors Inc.14,955$662K0.0%N/A0.182%
7/29/2024 Hara Capital LLC85,551$3.79M2.4%-1.7%1.043%
7/29/2024 Nations Financial Group Inc. IA ADV9,084$402K0.0%-10.5%0.111%
7/22/2024 Capital Investment Counsel Inc10,018$443K0.1%-4.8%0.122%
7/20/2024 Hennion & 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%
5/7/2024 Pecaut & CO.22,939$975K0.4%-31.6%0.280%
5/1/2024 Janney Montgomery Scott LLC5,541$235K0.0%-6.6%0.068%
5/1/2024 Private Advisor Group LLC9,807$417K0.0%N/A0.120%
4/26/2024 Mesirow Financial Investment Management Inc.75,172$3.19M0.1%N/A0.917%
4/24/2024 Blue Bell Private Wealth Management LLC3,809$162K0.0%-43.8%0.046%
4/23/2024 Nations Financial Group Inc. IA ADV10,150$431K0.0%-6.4%0.123%
4/17/2024 Hennion & 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%
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2/9/2024 Nations 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%
2/7/2024 Cary Street Partners Investment Advisory LLC5,450$235K0.0%+45.3%0.066%
2/7/2024 Pecaut & CO.33,546$1.35M0.5%-8.6%0.405%
2/7/2024 Shaker Financial Services LLC49,119$1.98M0.8%-12.6%0.593%
2/6/2024 Cullen Frost Bankers Inc.886$36K0.0%N/A0.011%
2/5/2024 Cary Street Partners Investment Advisory LLC5,450$235K0.1%+45.3%0.066%
2/5/2024 Capital 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%
1/25/2024 Blue 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%
1/2/2024 Anchor Investment Management LLC27,483$1.11M0.1%N/A0.332%
11/14/2023 AQR Arbitrage LLC14,249$550K0.0%+34.8%0.172%
11/14/2023 Saba Capital Management L.P.25,137$970K0.0%-46.6%0.304%
11/13/2023 Pecaut & CO.36,718$1.42M0.6%+1.4%0.444%
11/13/2023 Mraz Amerine & Associates Inc.13,007$502K0.1%-21.8%0.157%
11/8/2023 Baltimore Washington Financial Advisors Inc.14,955$577K0.0%N/A0.181%
11/8/2023 D.A. Davidson & CO.115,531$4.46M0.0%+6.2%1.395%
11/4/2023 NBC Securities Inc.941$36K0.0%N/A0.011%
11/2/2023 Shaker Financial Services LLC56,225$2.17M1.0%-49.6%0.679%
10/30/2023 Blue Bell Private Wealth Management LLC8,369$323K0.1%+5.1%0.101%
10/26/2023 Park Avenue Securities LLC18,907$730K0.0%-3.2%0.228%
10/24/2023Raymond James Financial Services Advisors Inc.6,625$256K0.0%-42.2%0.080%
10/24/2023Raymond James & Associates45,518$1.76M0.0%+2.0%0.550%
10/11/2023 Chemistry Wealth Management LLC162,030$6.25M2.1%-17.2%1.957%
8/14/2023 CSS LLC IL10,959$420K0.0%N/A0.132%
8/11/2023 D.A. Davidson & CO.108,814$4.17M0.0%+1.8%1.314%
8/10/2023 Cary Street Partners Investment Advisory LLC3,750$144K0.0%+41.5%0.045%
8/10/2023 US Bancorp DE24,800$950K0.0%+235.1%0.300%
8/9/2023 Pecaut & CO.36,219$1.39M0.6%-5.2%0.437%
8/8/2023 Blue Bell Private Wealth Management LLC7,966$305K0.1%+5.9%0.096%
8/7/2023 Shaker Financial Services LLC111,632$4.28M1.9%-28.1%1.348%
7/25/2023Raymond James Financial Services Advisors Inc.11,467$439K0.0%-6.9%0.138%
7/25/2023Raymond James & Associates44,640$1.71M0.0%+1.8%0.539%
7/14/2023 Park Avenue Securities LLC19,536$749K0.0%-8.9%0.236%
7/13/2023 Chemistry Wealth Management LLC195,769$7.50M2.4%-19.9%2.364%
5/8/2023 Shaker Financial Services LLC155,302$5.87M2.6%+169.7%1.876%
5/8/2023 Blue Bell Private Wealth Management LLC7,523$284K0.1%+2,558.3%0.091%
4/25/2023 D.A. Davidson & CO.106,886$4.04M0.0%+6.9%1.291%
4/20/2023 Mraz Amerine & Associates Inc.19,144$723K0.2%-8.5%0.229%
4/18/2023 Park Avenue Securities LLC21,439$810K0.0%-9.7%0.256%
4/14/2023Raymond James Financial Services Advisors Inc.12,323$466K0.0%+3.0%0.147%
4/14/2023Raymond James & Associates43,857$1.66M0.0%+1.7%0.524%
4/10/2023 Chemistry Wealth Management LLC244,435$9.24M3.2%-18.1%2.920%
3/1/2023 Lakewood Asset Management LLC4,156$161K0.1%N/A0.050%
2/10/2023 Evoke Wealth LLC5,450$211K0.0%N/A0.065%
2/9/2023 Elequin Securities LLC736$28K0.0%N/A0.009%
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2/9/2023 First Trust Advisors LP86,404$3.34M0.0%-1.1%1.032%
2/8/2023Raymond James Financial Services Advisors Inc.11,962$462K0.0%-13.8%0.143%
2/8/2023Raymond James & Associates43,145$1.67M0.0%+3.1%0.515%
2/8/2023 Belpointe Asset Management LLC1,383$53K0.0%N/A0.017%
2/3/2023 Shaker Financial Services LLC57,573$2.23M1.0%-58.4%0.688%
2/3/2023 D.A. Davidson & CO.99,941$3.86M0.0%+9.4%1.194%
1/26/2023 GraniteShares Advisors LLC61,211$2.37M2.0%N/A0.731%
1/18/2023 Chemistry Wealth Management LLC298,624$11.55M4.5%-3.3%3.566%
1/12/2023 Mraz Amerine & Associates Inc.20,924$809K0.2%-2.2%0.250%
1/12/2023 Hennion & Walsh Asset Management Inc.24,112$932K0.1%-3.3%0.288%
(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, 36 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were D.A. Davidson & CO. ($6.75M), Hara Capital LLC ($3.71M), Mesirow Financial Investment Management Inc. ($3.40M), First Trust Advisors LP ($3.34M), Chemistry Wealth Management LLC ($2.77M), Shaker Financial Services LLC ($2.68M), and GraniteShares Advisors LLC ($2.37M).Learn more on SOR's institutional investors.

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

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

Which institutional investors have been buying Source Capital stock?

Of the 27 institutional investors that purchased Source Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($153.30K), Mesirow Financial Investment Management Inc. ($76.44K), International Assets Investment Management LLC ($61.52K), GraniteShares Advisors LLC ($61.21K), D.A. Davidson & CO. ($56.41K), Baltimore Washington Financial Advisors Inc. ($29.91K), and Anchor Investment Management LLC ($27.48K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 592,825 shares in the last 24 months. This purchase volume represents approximately $24.21M in transactions.

Which Source Capital major shareholders have been selling company stock?

Of the 16 institutional investors that sold Source Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Chemistry Wealth Management LLC ($223.57K), Shaker Financial Services LLC ($215.39K), Saba Capital Management L.P. ($21.93K), Hennion & Walsh Asset Management Inc. ($19.28K), Pecaut & CO. ($15.76K), Mraz Amerine & Associates Inc. ($8.14K), and Raymond James Financial Services Advisors Inc. ($7.62K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 537,914 shares in the last 24 months. This volume of shares sold represents approximately $21.39M in transactions.


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This page (NYSE:SOR) was last updated on 12/21/2024 by MarketBeat.com Staff
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