Who owns SOURCE CAPITAL?
- Ticker: SOR
- CUSIP Number: 836144303
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 |
|---|---|---|---|---|---|
| DKM Wealth Management | 295k | $14M | 3% | Dec 2025 |
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| D.A. Davidson & Co. | 170k | $7.8M | 0% | Dec 2025 |
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| Diversified Management | 117k | $5.3M | 100% | Dec 2025 |
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| Hara Capital | 91k | $4.1M | -17% | Dec 2025 |
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| First Trust Advisors | 71k | $3.3M | -2% | Dec 2025 |
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| Wells Fargo & Company | 61k | $2.8M | 9% | Dec 2025 |
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| Raymond James Financial | 46k | $2.1M | -1% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 38k | $1.7M | -51% | Dec 2025 |
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| Hennion & Walsh Asset Management | 33k | $1.5M | 0% | Dec 2025 |
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| Anchor Investment Management | 31k | $1.4M | -3% | Sep 2025 |
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| Invesco | 31k | $1.4M | 10% | Dec 2025 |
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| Smith Asset Management | 28k | $1.3M | 1% | Dec 2025 |
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| Us Bancorp | 25k | $1.1M | 0% | Dec 2025 |
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| LPL Financial | 22k | $1.0M | 18% | Dec 2025 |
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| Chemistry Wealth Management | 21k | $960k | -16% | Dec 2025 |
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| Shaker Financial Services | 19k | $884k | 109% | Dec 2025 |
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| Envestnet Asset Management | 18k | $842k | 0% | Dec 2025 |
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| NWF Advisory Services | 18k | $791k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 17k | $763k | 0% | Dec 2025 |
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| Park Avenue Securities | 16k | $711k | -1% | Dec 2025 |
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| Baltimore-Washington Financial Advisors | 15k | $684k | -17% | Dec 2025 |
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| Royal Bank of Canada | 14k | $622k | 2% | Sep 2025 |
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| Pecaut & Co. | 13k | $609k | 1% | Dec 2025 |
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| Capital Investment Counsel | 9.0k | $412k | -10% | Dec 2025 |
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| Advisor Group Holdings | 8.8k | $401k | -23% | Dec 2025 |
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| Silvercrest Asset Management Group | 7.8k | $351k | 100% | Sep 2025 |
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| UBS Group | 7.1k | $326k | -40% | Dec 2025 |
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| Private Advisor | 6.8k | $312k | -6% | Dec 2025 |
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| Janney Montgomery Scott | 6.7k | $308k | 0% | Dec 2025 |
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| Uptown Financial Advisors | 6.0k | $277k | 100% | Dec 2025 |
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| Cary Street Partners Financial | 6.0k | $273k | 23% | Dec 2025 |
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| Goss Wealth Management | 5.9k | $271k | -19% | Dec 2025 |
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| Cetera Investment Advisers | 5.2k | $240k | 100% | Dec 2025 |
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| Wolverine Asset Management | 4.3k | $199k | 100% | Dec 2025 |
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| Cornerstone Advisors | 3.7k | $168k | -79% | Dec 2025 |
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| Assetmark | 3.1k | $142k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.7k | $120k | 8% | Sep 2025 |
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| Russell Investments | 2.6k | $119k | 100% | Dec 2025 |
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| Kestra Advisory Services | 1.9k | $85k | 100% | Dec 2025 |
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| Jpmorgan Chase & Co | 1.7k | $78k | 100% | Sep 2025 |
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| Manchester Capital Management | 1.5k | $68k | 100% | Dec 2025 |
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| Sound Income Strategies | 1.3k | $63k | 0% | Dec 2025 |
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| AdvisorNet Financial | 669.00 | $31k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 525.00 | $24k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 510.00 | $23k | 0% | Dec 2025 |
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| Kilter Group | 294.00 | $13k | 1% | Dec 2025 |
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| Blue Bell Private Wealth Management | 200.00 | $9.2k | 0% | Dec 2025 |
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| Principal Securities | 116.00 | $5.2k | 0% | Sep 2025 |
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| CWM | 67.00 | $3.0k | 0% | Dec 2025 |
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| Pnc Financial Services | 50.00 | $2.3k | 0% | Dec 2025 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beacon Pointe Advisors | Sep 2025 | 8.2k | $367k |
| Readystate Asset Management | Jun 2025 | 5.3k | $231k |
| EverSource Wealth Advisors | Sep 2025 | 4.9k | $221k |
| Mraz, Amerine & Associates | Sep 2025 | 4.7k | $210k |
| Nbc Securities | Sep 2025 | 1.1k | $49k |
| CX Institutional | Sep 2025 | 378.00 | $17k |
| Mather Group | Sep 2025 | 234.00 | $11k |
| Highline Wealth Partners | Sep 2025 | 60.00 | $2.7k |