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Source Capital (SOR) Institutional Ownership

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$41.23 +0.21 (+0.51%)
As of 04/30/2025 03:57 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)
20
Total
Institutional Inflows
(last 12 months)
$28.23M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.16M
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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
4/30/2025Mraz 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%
2/17/2025Cary 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%
1/31/2025Mraz 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%
1/30/2025Nations 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%
1/15/2025 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%
11/7/2024Thrivent 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%
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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%
10/22/2024Private 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%
8/1/2024Mraz 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%
7/22/2024 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%
5/1/2024Private 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%
4/17/2024 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%
3/14/2024Leo 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%
2/9/2024 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%
2/6/2024Cullen Frost Bankers Inc.886$36K0.0%N/A0.011%
2/5/2024Cary Street Partners Investment Advisory LLC5,450$235K0.1%+45.3%0.066%
2/5/2024 Capital Investment Counsel Inc10,518$425K0.1%-13.2%0.127%
1/31/2024Mraz Amerine & Associates Inc.12,367$499K0.1%-4.9%0.149%
1/25/2024 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%
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%
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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%
11/2/2023Shaker Financial Services LLC56,225$2.17M1.0%-49.6%0.679%
10/30/2023Blue 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%
8/14/2023CSS LLC IL10,959$420K0.0%N/A0.132%
8/11/2023 D.A. Davidson & CO.108,814$4.17M0.0%+1.8%1.314%
(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. ($7.10M), Mesirow Financial Investment Management Inc. ($3.35M), 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 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 31 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. ($60.31K), and Baltimore Washington Financial Advisors Inc. ($29.91K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 981,165 shares in the last 24 months. This purchase volume represents approximately $41.46M 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: Shaker Financial Services LLC ($176.55K), Chemistry Wealth Management LLC ($168.82K), Saba Capital Management L.P. ($21.93K), Pecaut & CO. ($18.84K), Hennion & Walsh Asset Management Inc. ($18.45K), Hara Capital LLC ($15.43K), and Mraz Amerine & Associates Inc. ($7.63K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 460,545 shares in the last 24 months. This volume of shares sold represents approximately $18.81M in transactions.


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This page (NYSE:SOR) was last updated on 5/1/2025 by MarketBeat.com Staff
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