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
Download as csv Download as ExcelTop 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 |
---|---|---|---|---|---|
Chemistry Wealth Management | 131k | $5.3M | -19% | Dec 2023 |
|
D.A. Davidson & Co. | 123k | $5.0M | 7% | Dec 2023 |
|
Morgan Stanley | 85k | $3.3M | 19% | Sep 2023 |
|
Hara Capital | 74k | $3.0M | 100% | Dec 2023 |
|
Wells Fargo & Company | 64k | $2.6M | 3% | Dec 2023 |
|
First Trust Advisors | 63k | $2.4M | -1% | Sep 2023 |
|
Shaker Financial Services | 49k | $2.0M | -13% | Dec 2023 |
|
Raymond James & Associates | 49k | $2.0M | 7% | Dec 2023 |
|
Bank of America Corporation | 36k | $1.4M | 8% | Dec 2023 |
|
Pecaut & Co. | 34k | $1.4M | -9% | Dec 2023 |
|
Anchor Investment Management | 28k | $1.1M | -1% | Dec 2023 |
|
Us Bancorp | 25k | $1.0M | 0% | Dec 2023 |
|
Envestnet Asset Management | 24k | $912k | 7% | Sep 2023 |
|
Hennion & Walsh Asset Management | 23k | $930k | -3% | Dec 2023 |
|
Park Avenue Securities | 18k | $720k | -6% | Dec 2023 |
|
Baltimore-Washington Financial Advisors | 15k | $604k | 0% | Dec 2023 |
|
Mraz, Amerine & Associates | 12k | $499k | -5% | Dec 2023 |
|
Nations Financial Group | 11k | $438k | -2% | Dec 2023 |
|
Capital Investment Counsel | 11k | $425k | -13% | Dec 2023 |
|
LPL Financial | 10k | $403k | -7% | Sep 2023 |
|
CNH Partners | 9.8k | $395k | -31% | Dec 2023 |
|
Guggenheim Capital, LLC Managers | 7.6k | $305k | -2% | Dec 2023 |
|
Blue Bell Private Wealth Management | 6.8k | $273k | -19% | Dec 2023 |
|
Raymond James Financial Services Advisors | 6.4k | $258k | -3% | Dec 2023 |
|
Royal Bank of Canada | 6.2k | $249k | -2% | Dec 2023 |
|
Goss Wealth Management | 6.1k | $236k | 686% | Sep 2023 |
|
Janney Montgomery Scott | 5.9k | $240k | 0% | Dec 2023 |
|
Mariner Wealth Advisors | 5.9k | $237k | 100% | Dec 2023 |
|
Advisor Group Holdings | 5.3k | $215k | -16% | Dec 2023 |
|
Leo Wealth | 5.1k | $206k | 100% | Dec 2023 |
|
Front Street Capital Management | 3.0k | $123k | 100% | Dec 2023 |
|
Colonial Trust Co / SC | 2.3k | $88k | 2% | Sep 2023 |
|
Lazard Asset Management | 1.1k | $43k | 0% | Dec 2023 |
|
Nbc Securities | 950.00 | $38k | 1% | Dec 2023 |
|
Cullen Frost Bankers | 886.00 | $36k | 100% | Dec 2023 |
|
UBS Group | 388.00 | $16k | -20% | Dec 2023 |
|
Spire Wealth Management | 200.00 | $7.9k | 0% | Dec 2023 |
|
Venturi Wealth Management | 75.00 | $3.0k | 100% | Dec 2023 |
|
Who sold out of Source Capital?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Saba Capital Management | Sep 2023 | 25k | $970k |
Commonwealth Equity Services | Sep 2023 | 18k | $680k |
CSS | Sep 2023 | 11k | $423k |
Cary Street Partner Investment Advisory | Sep 2023 | 3.8k | $145k |
Elequin Capital | Sep 2023 | 102.00 | $3.9k |
Carmel Capital Partners | Sep 2023 | 100.00 | $3.9k |