Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Source Capital (SOR) Institutional Ownership

Source Capital logo
$43.87 +0.19 (+0.43%)
As of 09:59 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
13.15%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$31.15M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.81M
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
8/15/2025Bank of America Corp DE25,009$1.08M0.0%-3.6%0.304%
8/14/2025Raymond James Financial Inc.46,000$2.00M0.0%+4.9%0.559%
8/13/2025 First Trust Advisors LP69,152$3.00M0.0%+2.0%0.841%
8/8/2025 Cornerstone Advisors LLC16,942$735K0.0%+487.9%0.206%
8/5/2025 Shaker Financial Services LLC60,873$2.64M0.9%+128.9%0.740%
8/4/2025 Wolverine Asset Management LLC13,285$576K0.0%N/A0.162%
8/4/2025 Mesirow Financial Investment Management Inc.77,195$3.35M0.1%-0.4%0.938%
8/4/2025 Assetmark Inc.1,983$86K0.0%+258.6%0.024%
8/1/2025 Envestnet 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%
5/12/2025 Invesco Ltd.25,729$1.07M0.0%+3.1%0.313%
5/9/2025 Cornerstone Advisors LLC2,882$120K0.0%N/A0.035%
5/9/2025 Shaker Financial Services LLC26,591$1.10M0.4%+47.4%0.323%
5/8/2025 Mesirow Financial Investment Management Inc.77,535$3.22M0.1%+0.6%0.943%
5/5/2025 Private 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%
4/29/2025 Envestnet 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%
4/10/2025 Hennion & 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%
2/17/2025 Cary 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%
2/14/2025 Shaker Financial Services LLC18,038$784K0.3%-70.0%0.220%
2/13/2025Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%
2/13/2025 Invesco 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%
2/11/2025 Congress Wealth Management LLC DE8,218$357K0.0%N/A0.100%
2/11/2025 LPL Financial LLC7,431$323K0.0%-20.0%0.091%
2/11/2025Pecaut & CO.14,386$626K0.2%-17.6%0.175%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
2/7/2025 Mesirow 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%
2/6/2025 Jones 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%
2/3/2025 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%
11/25/2024Sanctuary 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%
11/7/2024 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%
10/31/2024Hara 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%
10/23/2024Lake 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%
10/23/2024 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%
9/5/2024Sanctuary 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%
8/6/2024Lake 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%
7/29/2024Hara 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%
5/7/2024Pecaut & CO.22,939$975K0.4%-31.6%0.280%
5/1/2024 Janney Montgomery Scott LLC5,541$235K0.0%-6.6%0.068%
5/1/2024 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%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
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%
2/7/2024Pecaut & 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%
(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, 46 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. ($3.35M), Wells Fargo & Company MN ($3.16M), Hara Capital LLC ($3.12M), First Trust Advisors LP ($3.00M), and Shaker Financial Services LLC ($2.64M).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 34 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. ($104.78K), Shaker Financial Services LLC ($98.41K), Mesirow Financial Investment Management Inc. ($77.54K), International Assets Investment Management LLC ($61.52K), D.A. Davidson & CO. ($59.42K), and Anchor Investment Management LLC ($30.45K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 717,359 shares in the last 24 months. This purchase volume represents approximately $31.15M 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 ($42.06K), Chemistry Wealth Management LLC ($30.03K), Hara Capital LLC ($13.93K), Mraz Amerine & Associates Inc. ($3.77K), Bank of America Corp DE ($3.68K), Royal Bank of Canada ($3.39K), and Pecaut & CO. ($3.08K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 110,569 shares in the last 24 months. This volume of shares sold represents approximately $4.81M in transactions.


Related Companies

This page (NYSE:SOR) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | 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
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored