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Source Capital (SOR) Institutional Ownership

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(As of 04/26/2024 ET)
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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)
17
Total
Institutional Inflows
(last 12 months)
$13.24M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.65M
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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
4/26/2024 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%
3/14/2024Leo Wealth LLC5,107$206K0.0%N/A0.062%
2/13/2024Belpointe 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%
2/9/2024D.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%
1/25/2024 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%
1/16/2024 Raymond 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%
11/8/2023D.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%
10/30/2023 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%
10/24/2023 Raymond James Financial Services Advisors Inc.6,625$256K0.0%-42.2%0.080%
10/24/2023 Raymond 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%
8/11/2023D.A. Davidson & CO.108,814$4.17M0.0%+1.8%1.314%
8/10/2023Cary Street Partners Investment Advisory LLC3,750$144K0.0%+41.5%0.045%
8/10/2023US Bancorp DE24,800$950K0.0%+235.1%0.300%
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8/9/2023Pecaut & 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%
8/7/2023Shaker Financial Services LLC111,632$4.28M1.9%-28.1%1.348%
7/25/2023 Raymond James Financial Services Advisors Inc.11,467$439K0.0%-6.9%0.138%
7/25/2023 Raymond James & Associates44,640$1.71M0.0%+1.8%0.539%
7/14/2023 Park Avenue Securities LLC19,536$749K0.0%-8.9%0.236%
7/13/2023 Chemistry Wealth Management LLC195,769$7.50M2.4%-19.9%2.364%
5/8/2023Shaker Financial Services LLC155,302$5.87M2.6%+169.7%1.876%
5/8/2023 Blue Bell Private Wealth Management LLC7,523$284K0.1%+2,558.3%0.091%
4/25/2023D.A. Davidson & CO.106,886$4.04M0.0%+6.9%1.291%
4/20/2023Mraz Amerine & Associates Inc.19,144$723K0.2%-8.5%0.229%
4/18/2023 Park Avenue Securities LLC21,439$810K0.0%-9.7%0.256%
4/14/2023 Raymond James Financial Services Advisors Inc.12,323$466K0.0%+3.0%0.147%
4/14/2023 Raymond James & Associates43,857$1.66M0.0%+1.7%0.524%
4/10/2023 Chemistry Wealth Management LLC244,435$9.24M3.2%-18.1%2.920%
3/1/2023 Lakewood Asset Management LLC4,156$161K0.1%N/A0.050%
2/10/2023Evoke Wealth LLC5,450$211K0.0%N/A0.065%
2/9/2023Elequin Securities LLC736$28K0.0%N/A0.009%
2/9/2023First Trust Advisors LP86,404$3.34M0.0%-1.1%1.032%
2/8/2023 Raymond James Financial Services Advisors Inc.11,962$462K0.0%-13.8%0.143%
2/8/2023 Raymond James & Associates43,145$1.67M0.0%+3.1%0.515%
2/8/2023Belpointe Asset Management LLC1,383$53K0.0%N/A0.017%
2/3/2023Shaker Financial Services LLC57,573$2.23M1.0%-58.4%0.688%
2/3/2023D.A. Davidson & CO.99,941$3.86M0.0%+9.4%1.194%
1/26/2023 GraniteShares Advisors LLC61,211$2.37M2.0%N/A0.731%
1/18/2023 Chemistry Wealth Management LLC298,624$11.55M4.5%-3.3%3.566%
1/12/2023Mraz Amerine & Associates Inc.20,924$809K0.2%-2.2%0.250%
1/12/2023 Hennion & Walsh Asset Management Inc.24,112$932K0.1%-3.3%0.288%
11/16/2022Saba Capital Management L.P.234,661$8.21M0.1%-42.3%2.804%
11/14/2022 Nations Financial Group Inc. IA ADV13,061$457K0.1%N/A0.156%
11/14/2022 Hennion & Walsh Asset Management Inc.24,945$873K0.1%+79.8%0.298%
11/9/2022Shaker Financial Services LLC138,476$4.85M2.4%+52.4%1.654%
11/9/2022Pecaut & CO.42,331$1.48M0.8%-12.1%0.506%
11/7/2022D.A. Davidson & CO.91,360$3.20M0.0%+6.1%1.091%
11/1/2022 Park Avenue Securities LLC23,978$839K0.0%-3.3%0.286%
10/27/2022US Bancorp DE7,400$259K0.0%-7.7%0.088%
10/25/2022Mraz Amerine & Associates Inc.21,394$749K0.2%-3.3%0.255%
10/25/2022 Raymond James & Associates41,849$1.47M0.0%-2.1%0.500%
10/25/2022 Raymond James Financial Services Advisors Inc.13,880$486K0.0%+22.0%0.166%
10/21/2022 Chemistry Wealth Management LLC308,680$10.80M4.3%-0.9%3.686%
8/13/2022 Next Level Private LLC311,465$11.63M4.4%N/A3.721%
8/4/2022Steward Partners Investment Advisory LLC3,775$141K0.0%N/A0.045%
8/4/2022Pecaut & CO.48,152$1.80M1.0%-1.2%0.575%
8/3/2022Envestnet Asset Management Inc.25,979$970K0.0%+1.0%0.310%
8/3/2022Janney Montgomery Scott LLC6,082$225K0.0%N/A0.073%
8/1/2022Shaker Financial Services LLC90,864$3.39M1.6%-46.9%1.085%
7/28/2022D.A. Davidson & CO.86,121$3.22M0.0%+1.6%1.028%
7/27/2022Mraz Amerine & Associates Inc.22,129$826K0.2%-11.7%0.264%
7/21/2022Litman Gregory Wealth Management LLC141,447$5.28M0.8%+8.6%1.690%
7/19/2022 Hennion & Walsh Asset Management Inc.13,876$518K0.0%N/A0.166%
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5/17/2022Saba Capital Management L.P.505,981$21.25M0.3%-22.5%6.042%
5/12/2022D.A. Davidson & CO.84,738$3.56M0.0%+4.1%1.012%
5/10/2022Pecaut & CO.48,750$2.05M1.0%-2.6%0.582%
5/6/2022Shaker Financial Services LLC171,162$7.19M2.7%+11.6%2.045%
5/5/2022 Chemistry Wealth Management LLC314,368$13.20M4.5%N/A3.756%
5/4/2022Advisor Group Holdings Inc.6,908$12.84M0.0%-3.8%0.083%
5/4/2022Envestnet Asset Management Inc.25,710$1.08M0.0%+3.9%0.307%
5/4/2022Litman Gregory Wealth Management LLC130,253$5.47M0.8%+20.2%1.556%
5/2/2022Jones Financial Companies Lllp3,450$145K0.0%N/A0.041%
4/29/2022 Park Avenue Securities LLC25,025$1.05M0.0%+3.8%0.299%
(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, 37 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were Advisor Group Holdings Inc. ($12.84M), Next Level Private LLC ($11.63M), Litman Gregory Wealth Management LLC ($5.28M), D.A. Davidson & CO. ($4.97M), Chemistry Wealth Management LLC ($4.32M), First Trust Advisors LP ($3.34M), and Mesirow Financial Investment Management Inc. ($3.19M).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 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: Chemistry Wealth Management LLC ($314.37K), Next Level Private LLC ($311.47K), Shaker Financial Services LLC ($163.13K), Mesirow Financial Investment Management Inc. ($75.17K), GraniteShares Advisors LLC ($61.21K), D.A. Davidson & CO. ($41.67K), and International Assets Investment Management LLC ($39.97K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 1,214,576 shares in the last 24 months. This purchase volume represents approximately $47.75M in transactions.

Which Source Capital major shareholders have been selling company stock?

Of the 15 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: Saba Capital Management L.P. ($340.28K), Shaker Financial Services LLC ($267.38K), Chemistry Wealth Management LLC ($209.73K), Pecaut & CO. ($12.87K), Mraz Amerine & Associates Inc. ($10.18K), Raymond James Financial Services Advisors Inc. ($7.62K), and Park Avenue Securities LLC ($5.89K).

How much institutional selling is happening at Source Capital?

Institutional investors have sold a total of 865,779 shares in the last 24 months. This volume of shares sold represents approximately $33.30M in transactions.


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This page (NYSE:SOR) was last updated on 4/26/2024 by MarketBeat.com Staff

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