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 | 313k | $14M | 4% | Jun 2026 |
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| D.A. Davidson & Co. | 167k | $7.7M | -1% | Jun 2026 |
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| Shaker Financial Services | 154k | $7.1M | 410% | Jun 2026 |
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| Diversified Management | 121k | $5.6M | 3% | Jun 2026 |
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| Hara Capital | 100k | $4.6M | 54% | Jun 2026 |
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| Morgan Stanley | 90k | $4.2M | -2% | Mar 2026 |
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| First Trust Advisors | 76k | $3.5M | 1% | Jun 2026 |
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| Mesirow Financial Investment Management International Equity | 75k | $3.5M | 0% | Jun 2026 |
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| Wells Fargo & Company | 68k | $3.1M | -1% | Jun 2026 |
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| Raymond James Financial | 58k | $2.7M | -2% | Jun 2026 |
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| Invesco | 34k | $1.6M | 6% | Jun 2026 |
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| Anchor Investment Management | 32k | $1.5M | 0% | Mar 2026 |
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| Smith Asset Management | 28k | $1.3M | -1% | Jun 2026 |
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| Hennion & Walsh Asset Management | 26k | $1.2M | -19% | Jun 2026 |
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| Us Bancorp | 25k | $1.1M | 0% | Jun 2026 |
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| Keating Financial Advisory Services | 23k | $1.0M | -45% | Jun 2026 |
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| LPL Financial | 21k | $967k | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 16k | $726k | 6% | Jun 2026 |
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| Advisor Group Holdings | 15k | $695k | 121% | Jun 2026 |
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| Chemistry Wealth Management | 14k | $652k | -10% | Jun 2026 |
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| Baltimore-Washington Financial Advisors | 14k | $647k | -6% | Jun 2026 |
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| Bank of America Corporation | 14k | $645k | 1% | Jun 2026 |
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| Pecaut & Co. | 14k | $625k | 1% | Jun 2026 |
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| Readystate Asset Management | 12k | $565k | 100% | Jun 2026 |
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| AE Wealth Management | 12k | $541k | 100% | Jun 2026 |
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| NWF Advisory Services | 12k | $540k | -2% | Jun 2026 |
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| Evolve Private Wealth | 11k | $490k | -6% | Jun 2026 |
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| Pinnacle Financial Partners | 10k | $475k | 105% | Jun 2026 |
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| Cary Street Partners Financial | 9.8k | $451k | -49% | Jun 2026 |
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| Capital Investment Counsel | 9.0k | $414k | 0% | Jun 2026 |
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| Private Advisor | 8.0k | $367k | 17% | Jun 2026 |
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| Janney Montgomery Scott | 7.4k | $340k | 1% | Jun 2026 |
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| Cetera Investment Advisers | 6.3k | $290k | 15% | Jun 2026 |
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| UBS Group | 5.6k | $256k | -18% | Jun 2026 |
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| Pension & Wealth Management Advisors | 5.2k | $239k | 1% | Jun 2026 |
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| Goss Wealth Management | 5.1k | $235k | -1% | Jun 2026 |
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| Beacon Pointe Advisors | 4.7k | $215k | 100% | Jun 2026 |
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| Assetmark | 3.6k | $165k | 0% | Jun 2026 |
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| Align Financial | 3.3k | $154k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.8k | $124k | 0% | Jun 2026 |
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| Royal Bank of Canada | 1.8k | $83k | -86% | Jun 2026 |
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| AlphaCentric Advisors | 1.7k | $78k | 100% | Jun 2026 |
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| Crossingbridge Advisors | 1.7k | $78k | 100% | Jun 2026 |
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| Manchester Capital Management | 1.5k | $70k | 1% | Jun 2026 |
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| Key Capital Management | 1.3k | $60k | 100% | Jun 2026 |
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| Nbc Securities | 1.1k | $51k | 1% | Jun 2026 |
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| Pnc Financial Services | 1.0k | $46k | 0% | Jun 2026 |
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| Wolverine Asset Management | 965.00 | $44k | -31% | Jun 2026 |
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| Rockefeller Capital Management | 913.00 | $42k | 74% | Jun 2026 |
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| Whi Trust | 912.00 | $42k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 717.00 | $33k | 100% | Jun 2026 |
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| Blue Bell Private Wealth Management | 700.00 | $32k | 250% | Jun 2026 |
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| International Assets Investment Management | 495.00 | $23k | 100% | Jun 2026 |
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| Mather Group | 234.00 | $11k | 0% | Jun 2026 |
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| CWM | 67.00 | $3.1k | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 20.00 | $920.000000 | 0% | Jun 2026 |
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| Russell Investments | 3.00 | $138.000000 | 0% | Jun 2026 |
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| Colonial Trust Co / SC | 0 | $0 | -100% | Jun 2026 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Silvercrest Asset Management Group | Mar 2026 | 7.8k | $361k |
| Susquehanna International | Mar 2026 | 4.3k | $200k |
| Sound Income Strategies | Mar 2026 | 1.3k | $60k |
| AdvisorNet Financial | Mar 2026 | 669.00 | $31k |
| MAI Wealth Advisors | Mar 2026 | 510.00 | $24k |
| Hanson McClain Advisors | Mar 2026 | 40.00 | $1.9k |