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Source Capital (SOR) Institutional Ownership

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$42.54 -0.27 (-0.63%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
19
Total
Institutional Inflows
(last 12 months)
$29.92M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.86M
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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
2/17/2025 Cary Street Partners Financial LLC5,556$242K0.0%N/A0.068%
2/17/2025 Bank of America Corp DE27,152$1.18M0.0%-9.2%0.331%
2/14/2025 Shaker Financial Services LLC18,038$784K0.3%-70.0%0.220%
2/13/2025 Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%
2/13/2025 Invesco Ltd.24,944$1.09M0.0%+40.6%0.304%
2/13/2025 Wells 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%
2/11/2025 Congress Wealth Management LLC DE 8,218$357K0.0%N/A0.100%
2/11/2025 LPL Financial LLC7,431$323K0.0%-20.0%0.091%
2/11/2025 Pecaut & CO.14,386$626K0.2%-17.6%0.175%
2/7/2025 Mesirow Financial Investment Management Inc.77,073$3.35M0.1%+0.8%0.940%
2/6/2025 Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%
2/6/2025 Jones Financial Companies Lllp4,748$206K0.0%N/A0.058%
2/4/2025 Lake Street Advisors Group LLC15,426$712K0.0%+3.4%0.188%
2/3/2025 Concurrent Investment Advisors LLC16,366$712K0.0%N/A0.200%
2/3/2025 Private 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%
1/30/2025 Nations 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%
1/15/2025 Hennion & 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%
11/25/2024 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%
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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%
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%
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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%
(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, 42 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were DKM Wealth Management Inc. ($11.93M), D.A. Davidson & CO. ($6.83M), Hara Capital LLC ($3.71M), Mesirow Financial Investment Management Inc. ($3.35M), Wells Fargo & Company MN ($3.16M), Chemistry Wealth Management LLC ($2.50M), and Raymond James Financial Inc. ($2.23M).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 32 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: DKM Wealth Management Inc. ($274.33K), Shaker Financial Services LLC ($153.30K), Raymond James Financial Inc. ($102.61K), Mesirow Financial Investment Management Inc. ($77.07K), International Assets Investment Management LLC ($61.52K), D.A. Davidson & CO. ($53.17K), and Baltimore Washington Financial Advisors Inc. ($29.91K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 952,167 shares in the last 24 months. This purchase volume represents approximately $40.22M in transactions.

Which Source Capital major shareholders have been selling company stock?

Of the 19 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 ($218.21K), Shaker Financial Services LLC ($176.55K), Saba Capital Management L.P. ($21.93K), Pecaut & CO. ($18.84K), Hennion & Walsh Asset Management Inc. ($18.45K), Mraz Amerine & Associates Inc. ($8.71K), and Blue Bell Private Wealth Management LLC ($6.60K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 501,233 shares in the last 24 months. This volume of shares sold represents approximately $20.25M in transactions.


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This page (NYSE:SOR) was last updated on 2/22/2025 by MarketBeat.com Staff
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