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. | 139k | $6.1M | 9% | Jun 2024 |
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| Morgan Stanley | 87k | $5.5M | 0% | Jun 2024 |
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| Hara Capital | 83k | $3.7M | -3% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 76k | $3.4M | 1% | Sep 2024 |
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| Wells Fargo & Company | 75k | $3.3M | 8% | Sep 2024 |
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| First Trust Advisors | 66k | $2.9M | 6% | Sep 2024 |
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| Chemistry Wealth Management | 62k | $2.8M | -21% | Sep 2024 |
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| Shaker Financial Services | 60k | $2.7M | 1227% | Sep 2024 |
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| Raymond James & Associates | 45k | $2.0M | -6% | Sep 2024 |
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| Bank of America Corporation | 30k | $1.3M | -12% | Sep 2024 |
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| Anchor Investment Management | 28k | $1.2M | 1% | Jun 2024 |
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| Us Bancorp | 25k | $1.1M | 0% | Sep 2024 |
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| International Assets Investment Management | 22k | $495k | 4353% | Sep 2024 |
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| Envestnet Asset Management | 21k | $924k | 8% | Sep 2024 |
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| Invesco | 18k | $790k | 11% | Sep 2024 |
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| Pecaut & Co. | 18k | $778k | -24% | Sep 2024 |
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| Royal Bank of Canada | 17k | $752k | 2% | Sep 2024 |
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| Park Avenue Securities | 16k | $727k | -4% | Sep 2024 |
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| Thrivent Financial for Lutherans | 16k | $718k | 3% | Sep 2024 |
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| Baltimore-Washington Financial Advisors | 15k | $666k | 0% | Sep 2024 |
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| Lake Street Advisors Group | 15k | $664k | 58% | Sep 2024 |
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| Hennion & Walsh Asset Management | 15k | $654k | 220% | Sep 2024 |
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| Sanctuary Advisors | 14k | $583k | 100% | Jun 2024 |
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| Capital Investment Counsel | 10k | $446k | 0% | Sep 2024 |
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| Private Advisor | 9.3k | $415k | 4% | Sep 2024 |
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| LPL Financial | 9.3k | $414k | -3% | Sep 2024 |
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| Nations Financial Group | 8.3k | $369k | -9% | Sep 2024 |
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| Mraz, Amerine & Associates | 8.1k | $359k | -10% | Sep 2024 |
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| Silvercrest Asset Management Group | 7.8k | $345k | 0% | Jun 2024 |
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| Goss Wealth Management | 7.5k | $332k | 4% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 7.3k | $324k | -3% | Sep 2024 |
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| Waypoint Wealth Partners | 7.2k | $319k | 100% | Sep 2024 |
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| Janney Montgomery Scott | 5.9k | $263k | 9% | Sep 2024 |
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| Advisor Group Holdings | 5.7k | $253k | 15% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 5.4k | $240k | 15% | Sep 2024 |
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| Raymond James Financial Services Advisors | 5.1k | $228k | 13% | Sep 2024 |
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| Colonial Trust Co / SC | 2.4k | $108k | 3% | Sep 2024 |
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| Lazard Asset Management | 1.1k | $48k | 0% | Sep 2024 |
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| Blue Bell Private Wealth Management | 1.1k | $48k | -39% | Sep 2024 |
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| Nbc Securities | 967.00 | $43k | 1% | Sep 2024 |
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| Cullen Frost Bankers | 859.00 | $38k | 0% | Sep 2024 |
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| EnRich Financial Partners | 630.00 | $28k | 0% | Sep 2024 |
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| Wolverine Asset Management | 389.00 | $17k | 100% | Sep 2024 |
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| Spire Wealth Management | 200.00 | $8.9k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 200.00 | $8.9k | 100% | Jun 2024 |
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| Mather Group | 174.00 | $7.7k | 0% | Sep 2024 |
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| Gilliland Jeter Wealth Management | 172.00 | $7.7k | 0% | Sep 2024 |
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| Venturi Wealth Management | 75.00 | $3.3k | 0% | Sep 2024 |
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| Pnc Financial Services | 50.00 | $2.2k | 100% | Sep 2024 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Resources Investment Advisors | Jun 2024 | 5.6k | $249k |
| Belpointe Asset Management | Mar 2024 | 5.4k | $229k |
| Leo Wealth | Jun 2024 | 5.3k | $233k |