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 |
|---|---|---|---|---|---|
| DKM Wealth Management | 274k | $12M | 100% | Dec 2024 |
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| D.A. Davidson & Co. | 157k | $6.8M | 4% | Dec 2024 |
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| Morgan Stanley | 88k | $6.9M | 3% | Dec 2024 |
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| Mesirow Financial Investment Management International Equity | 77k | $3.4M | 1% | Dec 2024 |
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| Wells Fargo & Company | 73k | $3.2M | -2% | Dec 2024 |
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| First Trust Advisors | 66k | $2.9M | 0% | Dec 2024 |
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| Chemistry Wealth Management | 58k | $2.5M | -8% | Dec 2024 |
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| Raymond James Financial | 51k | $2.2M | 100% | Dec 2024 |
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| Raymond James & Associates | 45k | $2.0M | -6% | Sep 2024 |
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| Anchor Investment Management | 27k | $1.2M | 1% | Dec 2024 |
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| Bank of America Corporation | 27k | $1.2M | -9% | Dec 2024 |
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| UBS Group | 27k | $1.2M | 4% | Dec 2024 |
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| Hennion & Walsh Asset Management | 26k | $1.1M | 78% | Dec 2024 |
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| Invesco | 25k | $1.1M | 41% | Dec 2024 |
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| Us Bancorp | 25k | $1.1M | 0% | Dec 2024 |
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| Shaker Financial Services | 18k | $884k | -70% | Dec 2024 |
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| Park Avenue Securities | 17k | $757k | 7% | Dec 2024 |
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| Royal Bank of Canada | 17k | $741k | 0% | Dec 2024 |
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| Concurrent Investment Advisors | 16k | $712k | 100% | Dec 2024 |
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| Thrivent Financial for Lutherans | 16k | $731k | 0% | Dec 2024 |
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| Lake Street Advisors Group | 15k | $712k | 3% | Dec 2024 |
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| Baltimore-Washington Financial Advisors | 15k | $650k | 0% | Dec 2024 |
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| Sanctuary Advisors | 15k | $626k | -1% | Dec 2024 |
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| Pecaut & Co. | 14k | $626k | -18% | Dec 2024 |
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| Capital Investment Counsel | 10k | $436k | 0% | Dec 2024 |
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| Private Advisor | 8.7k | $377k | -7% | Dec 2024 |
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| Congress Wealth Management LLC / DE / | 8.2k | $357k | 100% | Dec 2024 |
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| Nations Financial Group | 7.8k | $341k | -5% | Dec 2024 |
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| Silvercrest Asset Management Group | 7.8k | $339k | 0% | Dec 2024 |
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| LPL Financial | 7.4k | $323k | -20% | Dec 2024 |
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| Goss Wealth Management | 7.2k | $315k | 3% | Dec 2024 |
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| Guggenheim Capital, LLC Managers | 7.2k | $314k | -1% | Dec 2024 |
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| Waypoint Wealth Partners | 7.2k | $311k | 0% | Dec 2024 |
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| Mraz, Amerine & Associates | 7.0k | $306k | -13% | Dec 2024 |
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| Janney Montgomery Scott | 5.9k | $257k | 0% | Dec 2024 |
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| Advisor Group Holdings | 5.5k | $244k | -3% | Dec 2024 |
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| Raymond James Financial Services Advisors | 5.1k | $228k | 13% | Sep 2024 |
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| Jones Financial Companies, L.L | 4.7k | $207k | 100% | Dec 2024 |
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| Colonial Trust Co / SC | 2.4k | $108k | 100% | Sep 2024 |
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| Lazard Asset Management | 1.1k | $47k | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 700.00 | $30k | 100% | Dec 2024 |
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| EnRich Financial Partners | 630.00 | $28k | 0% | Sep 2024 |
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| MAI Wealth Advisors | 510.00 | $22k | 100% | Dec 2024 |
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| Assetmark | 332.00 | $14k | 100% | Dec 2024 |
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| Colonial Asset Management | 300.00 | $13k | 100% | Dec 2024 |
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| Elequin Capital | 225.00 | $9.8k | 100% | Dec 2024 |
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| Spire Wealth Management | 200.00 | $8.7k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 200.00 | $8.7k | 0% | Dec 2024 |
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| Blue Bell Private Wealth Management | 200.00 | $8.7k | -82% | Dec 2024 |
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| Mather Group | 174.00 | $7.6k | 0% | Dec 2024 |
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| Venturi Wealth Management | 75.00 | $3.3k | 0% | Dec 2024 |
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| CWM | 67.00 | $3.0k | 100% | Dec 2024 |
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| Pnc Financial Services | 50.00 | $2.2k | 0% | Dec 2024 |
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| Old Point Trust & Financial Services N A | 41.00 | $1.8k | 100% | Dec 2024 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hara Capital | Sep 2024 | 83k | $3.7M |
| International Assets Investment Management | Sep 2024 | 22k | $495k |
| Envestnet Asset Management | Sep 2024 | 21k | $924k |
| Cary Street Partner Investment Advisory | Sep 2024 | 5.4k | $240k |
| Leo Wealth | Jun 2024 | 5.3k | $233k |
| Nbc Securities | Sep 2024 | 967.00 | $43k |
| Cullen Frost Bankers | Sep 2024 | 859.00 | $38k |
| Wolverine Asset Management | Sep 2024 | 389.00 | $17k |
| Gilliland Jeter Wealth Management | Sep 2024 | 172.00 | $7.7k |