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 | 286k | $13M | 1% | Sep 2025 |
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| D.A. Davidson & Co. | 170k | $7.7M | -1% | Sep 2025 |
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| Hara Capital | 109k | $4.9M | 2% | Sep 2025 |
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| Morgan Stanley | 82k | $3.5M | 100% | Jun 2025 |
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| Mesirow Financial Investment Management International Equity | 77k | $3.5M | 0% | Sep 2025 |
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| First Trust Advisors | 73k | $3.3M | 5% | Sep 2025 |
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| Wells Fargo & Company | 56k | $2.5M | 1% | Sep 2025 |
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| Raymond James Financial | 46k | $2.1M | -1% | Sep 2025 |
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| Hennion & Walsh Asset Management | 33k | $1.5M | -1% | Sep 2025 |
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| Anchor Investment Management | 31k | $1.4M | -3% | Sep 2025 |
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| Smith Asset Management | 28k | $1.3M | 0% | Sep 2025 |
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| Invesco | 28k | $1.2M | 7% | Sep 2025 |
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| Chemistry Wealth Management | 25k | $1.1M | -49% | Sep 2025 |
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| Us Bancorp | 25k | $1.1M | 0% | Sep 2025 |
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| LPL Financial | 19k | $853k | 31% | Sep 2025 |
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| Envestnet Asset Management | 18k | $825k | -2% | Sep 2025 |
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| Baltimore-Washington Financial Advisors | 18k | $808k | 20% | Sep 2025 |
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| Cornerstone Advisors | 18k | $797k | 4% | Sep 2025 |
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| NWF Advisory Services | 18k | $791k | -23% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 17k | $749k | 8% | Sep 2025 |
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| Park Avenue Securities | 16k | $708k | -4% | Sep 2025 |
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| Royal Bank of Canada | 14k | $622k | 2% | Sep 2025 |
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| Pecaut & Co. | 13k | $593k | -11% | Sep 2025 |
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| UBS Group | 12k | $534k | 0% | Sep 2025 |
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| Advisor Group Holdings | 11k | $513k | -4% | Sep 2025 |
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| Capital Investment Counsel | 10k | $451k | 100% | Sep 2025 |
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| Shaker Financial Services | 9.3k | $417k | -85% | Sep 2025 |
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| Beacon Pointe Advisors | 8.2k | $367k | 100% | Sep 2025 |
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| Silvercrest Asset Management Group | 7.8k | $351k | 100% | Sep 2025 |
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| Goss Wealth Management | 7.3k | $330k | 4% | Sep 2025 |
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| Private Advisor | 7.3k | $328k | 0% | Sep 2025 |
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| Waypoint Wealth Partners | 7.2k | $310k | 100% | Jun 2025 |
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| Janney Montgomery Scott | 6.7k | $303k | 14% | Sep 2025 |
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| EverSource Wealth Advisors | 4.9k | $221k | 100% | Sep 2025 |
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| Cary Street Partners Financial | 4.8k | $218k | 100% | Sep 2025 |
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| Mraz, Amerine & Associates | 4.7k | $210k | -10% | Sep 2025 |
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| Assetmark | 3.1k | $139k | 56% | Sep 2025 |
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| Jones Financial Companies, L.L | 2.7k | $120k | 8% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.7k | $78k | 31% | Sep 2025 |
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| Sound Income Strategies | 1.3k | $60k | 100% | Sep 2025 |
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| Nbc Securities | 1.1k | $49k | 11% | Sep 2025 |
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| Rockefeller Capital Management | 525.00 | $24k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 510.00 | $23k | 0% | Sep 2025 |
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| Garde Capital | 427.00 | $19k | 0% | Jun 2025 |
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| CX Institutional | 378.00 | $17k | 100% | Sep 2025 |
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| Mather Group | 234.00 | $11k | 100% | Sep 2025 |
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| Blue Bell Private Wealth Management | 200.00 | $9.0k | 0% | Sep 2025 |
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| Principal Securities | 116.00 | $5.2k | 0% | Sep 2025 |
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| CWM | 67.00 | $3.0k | 0% | Sep 2025 |
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| Highline Wealth Partners | 60.00 | $2.7k | 100% | Sep 2025 |
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| Pnc Financial Services | 50.00 | $2.3k | 0% | Sep 2025 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Jun 2025 | 13k | $576k |
| Readystate Asset Management | Jun 2025 | 5.3k | $231k |
| Lazard Asset Management | Jun 2025 | 1.1k | $47k |
| Steward Partners Investment Advisory | Jun 2025 | 200.00 | $8.7k |