Free Trial
Memorial Day Savings! Save $100 on MarketBeat All Access
Claim Your Discount
Claim MarketBeat All Access Sale Promotion

Source Capital (SOR) Institutional Ownership

Source Capital logo
$45.29 +0.13 (+0.29%)
As of 03:52 PM Eastern
This is a fair market value price provided by Massive. 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)
34
Total
Institutional Inflows
(last 12 months)
$22.51M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.30M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SOR Institutional Buying and Selling by Quarter

Source Capital Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE13,938$646K0.0%-7.7%0.169%
5/18/2026 Royal Bank of Canada12,651$586K0.0%-4.2%0.154%
5/13/2026 Cetera Investment Advisers5,478$254K0.0%+4.5%0.067%
5/13/2026 First Trust Advisors LP74,530$3.45M0.0%+4.4%0.906%
5/8/2026 PNC Financial Services Group Inc.1,000$46K0.0%+1,900.0%0.012%
5/6/2026 Assetmark Inc.3,586$166K0.0%+15.9%0.044%
5/5/2026 D.A. Davidson & CO.169,289$7.84M0.0%-0.4%2.057%
5/4/2026 NWF Advisory Services Inc.11,930$553K0.1%-1.9%0.145%
4/22/2026 Janney Montgomery Scott LLC7,338$340K0.0%+8.9%0.089%
3/3/2026 NWF Advisory Services Inc.12,164$557K0.1%-30.8%0.148%
2/26/2026 Anchor Investment Management LLC31,885$1.46M0.1%+1.6%0.387%
2/19/2026 Invesco Ltd.30,487$1.40M0.0%+10.5%0.370%
2/19/2026 Smith Asset Management Co. LLC28,345$1.30M1.1%+0.8%0.344%
2/18/2026 NewEdge Advisors LLC5,923$271K0.0%-19.2%0.072%
2/18/2026 Evolve Private Wealth LLC11,411$522K0.0%N/A0.139%
2/18/2026 Align Financial LLC153,093$7.01M0.0%N/A1.860%
2/17/2026 Cetera Investment Advisers5,243$240K0.0%N/A0.064%
2/17/2026 Osaic Holdings Inc.8,761$401K0.0%-23.1%0.106%
2/17/2026 Russell Investments Group Ltd.2,603$119K0.0%N/A0.032%
2/17/2026 Royal Bank of Canada13,209$605K0.0%-4.2%0.160%
2/13/2026 Kestra Advisory Services LLC1,863$85K0.0%N/A0.023%
2/13/2026 First Trust Advisors LP71,417$3.27M0.0%-2.0%0.868%
2/13/2026 Wells Fargo & Company MN60,823$2.78M0.0%+8.9%0.739%
2/12/2026 Colonial Trust Co SC2,608$119K0.0%N/A0.032%
2/11/2026 LPL Financial LLC22,285$1.02M0.0%+17.7%0.271%
2/11/2026 Manchester Capital Management LLC1,480$68K0.0%N/A0.018%
2/9/2026 Cary Street Partners Financial LLC5,964$273K0.0%+23.3%0.072%
2/5/2026 WHI TRUST Co LLC912$42K0.0%N/A0.011%
2/5/2026 Mesirow Financial Investment Management Inc.37,751$1.73M0.0%-51.1%0.459%
2/2/2026 Wolverine Asset Management LLC4,341$199K0.0%N/A0.053%
1/26/2026 Shaker Financial Services LLC19,324$884K0.3%+108.9%0.235%
1/26/2026 Diversified Management Inc.116,794$5.34M1.2%N/A1.419%
1/23/2026 Uptown Financial Advisors LLC6,042$276K0.2%N/A0.073%
1/23/2026 Capital Investment Counsel Inc9,000$412K0.0%-10.2%0.109%
1/15/2026 Hara Capital LLC90,465$4.14M2.3%-17.3%1.100%
1/12/2026 DKM Wealth Management Inc.294,862$13.49M10.1%+3.2%3.585%
1/6/2026 Chemistry Wealth Management LLC20,986$960K0.2%-16.3%0.255%
1/1/2026 JPMorgan Chase & Co.1,724$78K0.0%+30.9%0.021%
11/17/2025 NewEdge Advisors LLC7,334$330K0.0%+4.3%0.089%
11/17/2025 Bank of America Corp DE15,152$682K0.0%-39.4%0.184%
The Iran War Just Broke the Gold Market (Ad)

The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.tc pixel

You can see the evidence — and the ticker symbol — here >>>
11/17/2025 Anchor Investment Management LLC31,374$1.41M0.1%-2.8%0.381%
11/14/2025 Raymond James Financial Inc.45,562$2.05M0.0%-1.0%0.554%
11/13/2025 Baltimore Washington Financial Advisors Inc.17,955$808K0.0%+20.1%0.218%
11/13/2025 First Trust Advisors LP72,869$3.28M0.0%+5.4%0.885%
11/10/2025 Cary Street Partners Financial LLC4,836$218K0.0%N/A0.059%
11/10/2025 EverSource Wealth Advisors LLC4,916$221K0.0%N/A0.060%
11/7/2025 Cornerstone Advisors LLC17,703$797K0.0%+4.5%0.215%
11/7/2025 JPMorgan Chase & Co.1,724$78K0.0%+30.9%0.021%
11/6/2025 Assetmark Inc.3,093$139K0.0%+56.0%0.038%
11/6/2025 Mraz Amerine & Associates Inc.4,667$210K0.0%-9.7%0.057%
11/5/2025 Envestnet Asset Management Inc.18,321$825K0.0%-1.6%0.223%
11/3/2025 Pecaut & CO.13,165$593K0.2%-10.9%0.160%
10/31/2025 NWF Advisory Services Inc.17,574$791K0.1%-8.4%0.214%
10/31/2025 Capital Investment Counsel Inc10,018$451K0.1%N/A0.122%
10/30/2025 Hara Capital LLC109,344$4.92M2.9%+1.7%1.329%
10/23/2025 Park Avenue Securities LLC15,724$708K0.0%-4.0%0.191%
10/22/2025 Shaker Financial Services LLC9,251$416K0.1%-84.8%0.112%
10/22/2025 Hennion & Walsh Asset Management Inc.32,766$1.48M0.1%-0.9%0.398%
10/22/2025 D.A. Davidson & CO.170,091$7.66M0.0%-1.2%2.068%
10/20/2025 Chemistry Wealth Management LLC25,079$1.13M0.2%-48.7%0.305%
10/10/2025 DKM Wealth Management Inc.285,637$12.86M10.3%+1.5%3.472%
10/10/2025 Sound Income Strategies LLC1,308$60K0.0%N/A0.016%
9/9/2025 NWF Advisory Services Inc.19,196$832K0.1%-16.2%0.233%
9/4/2025 Osaic Holdings Inc.11,811$512K0.0%+120.1%0.144%
8/19/2025 Anchor Investment Management LLC32,285$1.40M0.1%+6.4%0.392%
8/15/2025 Hara Capital LLC107,537$4.66M2.9%+50.3%1.307%
8/15/2025 Bank of America Corp DE25,009$1.08M0.0%-3.6%0.304%
8/14/2025 Raymond 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%
5/12/2025Invesco 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%


SOR Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were DKM Wealth Management Inc. ($13.49M), D.A. Davidson & CO. ($7.84M), Align Financial LLC ($7.01M), Diversified Management Inc. ($5.34M), Hara Capital LLC ($4.14M), First Trust Advisors LP ($3.45M), and Wells Fargo & Company MN ($2.78M).Learn more on Source Capital's institutional investors.

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

Of the 47 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. ($293.29K), Align Financial LLC ($153.09K), Diversified Management Inc. ($116.79K), Shaker Financial Services LLC ($108.48K), Raymond James Financial Inc. ($104.78K), D.A. Davidson & CO. ($45.13K), and Hara Capital LLC ($37.80K).

Institutional investors have bought a total of 498,441 shares in the last 24 months. This purchase volume represents approximately $22.51M in transactions.

Of the 19 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 ($51.62K), Mesirow Financial Investment Management Inc. ($39.84K), Chemistry Wealth Management LLC ($31.78K), Hara Capital LLC ($18.88K), Bank of America Corp DE ($11.96K), NWF Advisory Services Inc. ($10.97K), and D.A. Davidson & CO. ($2.79K).

Institutional investors have sold a total of 183,347 shares in the last 24 months. This volume of shares sold represents approximately $8.30M in transactions.


Related Companies

This page (NYSE:SOR) was last updated on 5/21/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Why this tiny stock may move before the SpaceX IPO drops
The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillio...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel