Who owns Source Capital?
- Ticker: SOR
- CUSIP Number: 836144105
Tip: Access positions for across all investors
Analyze quarterly positions in Source Capital with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Source Capital stock
Who bought or sold Source Capital this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 127k | $5.4M | 3% | Mar 2024 |
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| Chemistry Wealth Management | 102k | $4.3M | -22% | Mar 2024 |
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| Hara Capital | 87k | $3.7M | 17% | Mar 2024 |
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| Morgan Stanley | 86k | $3.7M | 2% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 75k | $3.2M | 100% | Mar 2024 |
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| Wells Fargo & Company | 70k | $3.0M | 10% | Mar 2024 |
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| First Trust Advisors | 62k | $2.6M | -2% | Mar 2024 |
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| Raymond James & Associates | 51k | $2.1M | 4% | Mar 2024 |
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| Bank of America Corporation | 34k | $1.5M | -4% | Mar 2024 |
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| Shaker Financial Services | 33k | $1.4M | -33% | Mar 2024 |
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| Anchor Investment Management | 28k | $1.2M | 0% | Mar 2024 |
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| Us Bancorp | 25k | $1.1M | 0% | Mar 2024 |
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| Pecaut & Co. | 23k | $975k | -32% | Mar 2024 |
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| Hennion & Walsh Asset Management | 22k | $929k | -5% | Mar 2024 |
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| Envestnet Asset Management | 20k | $845k | -16% | Mar 2024 |
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| Park Avenue Securities | 18k | $747k | -1% | Mar 2024 |
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| Thrivent Financial for Lutherans | 16k | $666k | 100% | Mar 2024 |
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| UBS Group | 14k | $612k | 3611% | Mar 2024 |
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| Capital Investment Counsel | 11k | $447k | 0% | Mar 2024 |
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| Nations Financial Group | 10k | $431k | -6% | Mar 2024 |
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| Private Advisor | 9.8k | $417k | 100% | Mar 2024 |
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| Mraz, Amerine & Associates | 9.7k | $412k | -22% | Mar 2024 |
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| LPL Financial | 8.2k | $347k | -22% | Mar 2024 |
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| Silvercrest Asset Management Group | 7.8k | $332k | 100% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 7.6k | $305k | -2% | Dec 2023 |
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| Landscape Capital Management | 7.4k | $315k | 100% | Mar 2024 |
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| Goss Wealth Management | 7.2k | $307k | 18% | Mar 2024 |
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| Royal Bank of Canada | 5.9k | $237k | -5% | Mar 2024 |
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| Mariner Wealth Advisors | 5.9k | $250k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 5.5k | $235k | -7% | Mar 2024 |
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| Belpointe Asset Management | 5.4k | $229k | 100% | Mar 2024 |
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| Leo Wealth | 5.2k | $220k | 2% | Mar 2024 |
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| Advisor Group Holdings | 4.9k | $210k | -7% | Mar 2024 |
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| Raymond James Financial Services Advisors | 4.8k | $203k | -25% | Mar 2024 |
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| Blue Bell Private Wealth Management | 3.8k | $162k | -44% | Mar 2024 |
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| Front Street Capital Management | 3.0k | $123k | 100% | Dec 2023 |
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| Lazard Asset Management | 1.1k | $43k | 0% | Dec 2023 |
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| Nbc Securities | 956.00 | $41k | 1% | Mar 2024 |
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| Cullen Frost Bankers | 886.00 | $38k | 0% | Mar 2024 |
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| EnRich Financial Partners | 630.00 | $27k | 100% | Mar 2024 |
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| Beacon Capital Management | 339.00 | $14k | 100% | Mar 2024 |
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| Mather Group | 174.00 | $7.0k | 100% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 172.00 | $7.3k | 100% | Mar 2024 |
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| Venturi Wealth Management | 75.00 | $3.2k | 0% | Mar 2024 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Baltimore-Washington Financial Advisors | Dec 2023 | 15k | $604k |
| CNH Partners | Dec 2023 | 9.8k | $395k |
| Spire Wealth Management | Dec 2023 | 200.00 | $7.9k |
| Elequin Capital | Sep 2023 | 102.00 | $3.9k |