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Source Capital (SOR) Institutional Ownership

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$46.76 +0.17 (+0.35%)
Closing price 08/11/2026 03:57 PM Eastern
Extended Trading
$47.27 +0.51 (+1.10%)
As of 03:59 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
33
Total
Institutional Inflows
(last 12 months)
$19.64M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.37M
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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
7/10/2026 Diversified Management Inc.121,285$5.58M1.2%+2.8%1.474%
7/9/2026 Chemistry Wealth Management LLC14,191$652K0.1%-9.6%0.172%
7/9/2026 Hennion & Walsh Asset Management Inc.25,977$1.19M0.0%-19.4%0.316%
6/3/2026NewEdge Advisors LLC5,179$240K0.0%-12.6%0.063%
5/19/2026Bank of America Corp DE13,938$646K0.0%-7.7%0.169%
5/18/2026Royal Bank of Canada12,651$586K0.0%-4.2%0.154%
5/13/2026Cetera Investment Advisers5,478$254K0.0%+4.5%0.067%
5/13/2026First 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%
2/26/2026Anchor Investment Management LLC31,885$1.46M0.1%+1.6%0.387%
2/19/2026Invesco 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%
2/18/2026NewEdge Advisors LLC5,923$271K0.0%-19.2%0.072%
2/18/2026Evolve Private Wealth LLC11,411$522K0.0%N/A0.139%
2/18/2026 Align Financial LLC153,093$7.01M0.0%N/A1.860%
2/17/2026Cetera Investment Advisers5,243$240K0.0%N/A0.064%
2/17/2026Osaic Holdings Inc.8,761$401K0.0%-23.1%0.106%
2/17/2026 Russell Investments Group Ltd.2,603$119K0.0%N/A0.032%
2/17/2026Royal Bank of Canada13,209$605K0.0%-4.2%0.160%
2/13/2026 Kestra Advisory Services LLC1,863$85K0.0%N/A0.023%
2/13/2026First Trust Advisors LP71,417$3.27M0.0%-2.0%0.868%
2/13/2026Wells Fargo & Company MN60,823$2.78M0.0%+8.9%0.739%
2/12/2026Colonial Trust Co SC2,608$119K0.0%N/A0.032%
2/11/2026 LPL Financial LLC22,285$1.02M0.0%+17.7%0.271%
2/11/2026Manchester Capital Management LLC1,480$68K0.0%N/A0.018%
2/9/2026 Cary Street Partners Financial LLC5,964$273K0.0%+23.3%0.072%
2/5/2026WHI 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%
1/15/2026Hara 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%
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1/6/2026 Chemistry Wealth Management LLC20,986$960K0.2%-16.3%0.255%
1/1/2026JPMorgan Chase & Co.1,724$78K0.0%+30.9%0.021%
11/17/2025NewEdge Advisors LLC7,334$330K0.0%+4.3%0.089%
11/17/2025Bank of America Corp DE15,152$682K0.0%-39.4%0.184%
11/17/2025Anchor Investment Management LLC31,374$1.41M0.1%-2.8%0.381%
11/14/2025Raymond James Financial Inc.45,562$2.05M0.0%-1.0%0.554%
11/13/2025Baltimore Washington Financial Advisors Inc.17,955$808K0.0%+20.1%0.218%
11/13/2025First 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%
11/7/2025JPMorgan 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%
10/30/2025Hara 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%
9/4/2025Osaic Holdings Inc.11,811$512K0.0%+120.1%0.144%
8/19/2025Anchor Investment Management LLC32,285$1.40M0.1%+6.4%0.392%
8/15/2025Hara Capital LLC107,537$4.66M2.9%+50.3%1.307%
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%
8/13/2025First 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%
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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%


SOR Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 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. ($5.58M), 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. ($120.11K), Shaker Financial Services LLC ($108.48K), Raymond James Financial Inc. ($104.78K), Hara Capital LLC ($37.80K), and D.A. Davidson & CO. ($33.61K).

Institutional investors have bought a total of 432,125 shares in the last 24 months. This purchase volume represents approximately $19.64M 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. ($39.50K), Chemistry Wealth Management LLC ($29.37K), Hara Capital LLC ($18.88K), Bank of America Corp DE ($11.96K), NWF Advisory Services Inc. ($10.97K), and Hennion & Walsh Asset Management Inc. ($6.55K).

Institutional investors have sold a total of 184,447 shares in the last 24 months. This volume of shares sold represents approximately $8.37M in transactions.


Related Companies

Institutional ownership data for NYSE:SOR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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