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Source Capital (SOR) Institutional Ownership

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$42.33
+0.01 (+0.02%)
(As of 05/13/2024 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)
$9.69M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$12.12M
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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
5/7/2024 Pecaut & 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%
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%
2/9/2024D.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%
2/7/2024 Pecaut & CO.33,546$1.35M0.5%-8.6%0.405%
2/7/2024Shaker Financial Services LLC49,119$1.98M0.8%-12.6%0.593%
2/6/2024 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%
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%
11/13/2023 Pecaut & CO.36,718$1.42M0.6%+1.4%0.444%
11/13/2023Mraz Amerine & Associates Inc.13,007$502K0.1%-21.8%0.157%
11/8/2023 Baltimore 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%
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8/11/2023D.A. Davidson & CO.108,814$4.17M0.0%+1.8%1.314%
8/10/2023 Cary Street Partners Investment Advisory LLC3,750$144K0.0%+41.5%0.045%
8/10/2023 US Bancorp DE24,800$950K0.0%+235.1%0.300%
8/9/2023 Pecaut & 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%
2/8/2023 Belpointe 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%
11/9/2022 Pecaut & 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%
10/27/2022 US 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%
8/4/2022 Pecaut & CO.48,152$1.80M1.0%-1.2%0.575%
8/3/2022Envestnet Asset Management Inc.25,979$970K0.0%+1.0%0.310%
8/3/2022 Janney 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%
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7/27/2022Mraz Amerine & Associates Inc.22,129$826K0.2%-11.7%0.264%
7/21/2022 Litman 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%
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%
5/10/2022 Pecaut & 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%
5/4/2022 Advisor 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%
(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, 36 institutional investors and hedge funds held shares of Source Capital. The most heavily invested institutionals were 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), Mesirow Financial Investment Management Inc. ($3.19M), and GraniteShares Advisors LLC ($2.37M).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 30 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: Next Level Private LLC ($311.47K), Shaker Financial Services LLC ($145.34K), Mesirow Financial Investment Management Inc. ($75.17K), GraniteShares Advisors LLC ($61.21K), International Assets Investment Management LLC ($39.97K), D.A. Davidson & CO. ($38.37K), and Anchor Investment Management LLC ($27.48K).

How much institutional buying is happening at Source Capital?

Institutional investors have bought a total of 861,719 shares in the last 24 months. This purchase volume represents approximately $32.93M 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. ($22.18K), 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 875,207 shares in the last 24 months. This volume of shares sold represents approximately $33.70M in transactions.


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This page (NYSE:SOR) was last updated on 5/14/2024 by MarketBeat.com Staff

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