Free Trial
→ INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (From Traders Agency) (Ad) Free SOR Stock Alerts

Source Capital (SOR) Institutional Ownership

Source Capital logo
$43.98 +0.24 (+0.55%)
As of 07/3/2025 03:30 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Source Capital (NYSE:SOR)

Current
Institutional Ownership
Percentage
13.15%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$29.59M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.88M
Get SOR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Source Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SOR Institutional Buying and Selling by Quarter

Source Capital Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2025Mraz Amerine & Associates Inc.6,330$263K0.0%-10.0%0.077%
4/29/2025Envestnet Asset Management Inc.19,896$826K0.0%N/A0.242%
4/28/2025D.A. Davidson & CO.171,106$7.10M0.1%+9.0%2.080%
4/14/2025Park Avenue Securities LLC17,099$710K0.0%-1.8%0.209%
4/11/2025Chemistry 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%
4/9/2025NBC 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%
2/12/2025DKM 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%
2/3/2025Concurrent Investment Advisors LLC16,366$712K0.0%N/A0.200%
2/3/2025Private Advisor Group LLC8,663$377K0.0%-7.0%0.106%
1/31/2025Mraz Amerine & Associates Inc.7,030$306K0.1%-12.9%0.086%
1/31/2025D.A. Davidson & CO.157,030$6.83M0.1%+3.5%1.915%
1/30/2025Nations Financial Group Inc. IA ADV7,834$341K0.0%-5.4%0.096%
1/15/2025Chemistry 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%
1/14/2025Park 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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
11/13/2024D.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%
10/23/2024Mraz 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%
10/22/2024International 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%
10/7/2024Chemistry Wealth Management LLC62,266$2.77M0.7%-21.1%0.759%
10/3/2024Park 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%
8/1/2024Mraz Amerine & Associates Inc.8,937$396K0.1%-7.7%0.109%
8/1/2024D.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%
7/9/2024Park Avenue Securities LLC16,981$752K0.0%-3.4%0.207%
5/7/2024Pecaut & CO.22,939$975K0.4%-31.6%0.280%
5/1/2024Janney 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%
4/15/2024Chemistry Wealth Management LLC101,733$4.32M1.2%-22.4%1.229%
4/10/2024Park Avenue Securities LLC17,582$747K0.0%-1.4%0.212%
3/14/2024Leo Wealth LLC5,107$206K0.0%N/A0.062%
2/13/2024Belpointe Asset Management LLC5,301$214K0.0%N/A0.064%
2/9/2024Nations Financial Group Inc. IA ADV10,846$438K0.0%-2.3%0.131%
2/9/2024D.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%
2/6/2024Cullen Frost Bankers Inc.886$36K0.0%N/A0.011%
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%
1/31/2024Mraz Amerine & Associates Inc.12,367$499K0.1%-4.9%0.149%
1/25/2024International 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%
1/24/2024International Assets Investment Management LLC19,986$807K0.0%N/A0.241%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
1/16/2024Raymond James & Associates48,529$1.96M0.0%+6.6%0.586%
1/12/2024Chemistry 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%
11/14/2023Saba Capital Management L.P.25,137$970K0.0%-46.6%0.304%
11/13/2023Pecaut & CO.36,718$1.42M0.6%+1.4%0.444%
11/13/2023Mraz Amerine & Associates Inc.13,007$502K0.1%-21.8%0.157%
11/8/2023Baltimore Washington Financial Advisors Inc.14,955$577K0.0%N/A0.181%
11/8/2023D.A. Davidson & CO.115,531$4.46M0.0%+6.2%1.395%
11/4/2023NBC Securities Inc.941$36K0.0%N/A0.011%
(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. ($11.93M), D.A. Davidson & CO. ($7.10M), 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 ($2.19M).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. ($274.33K), 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. ($60.31K), and Anchor Investment Management LLC ($30.45K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 680,742 shares in the last 24 months. This purchase volume represents approximately $29.59M in transactions.

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

Of the 17 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 ($26.12K), Hennion & Walsh Asset Management Inc. ($17.27K), Hara Capital LLC ($15.43K), Royal Bank of Canada ($3.39K), Mraz Amerine & Associates Inc. ($3.36K), and Pecaut & CO. ($3.08K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 157,117 shares in the last 24 months. This volume of shares sold represents approximately $6.88M in transactions.


Related Companies

This page (NYSE:SOR) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners
379 passengers walked away from this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
“E.I.”- The biggest prediction of my career?
One expert predicts that E.I. could see over 200,000% growth... But you need to move fast...
Behind the Markets | Sponsored