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. | 123k | $5.0M | 7% | Dec 2023 |
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| Chemistry Wealth Management | 102k | $4.3M | -22% | Mar 2024 |
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| Hara Capital | 87k | $3.7M | 17% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 75k | $3.2M | 100% | Mar 2024 |
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| Wells Fargo & Company | 64k | $2.6M | 3% | Dec 2023 |
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| Raymond James & Associates | 51k | $2.1M | 4% | Mar 2024 |
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| Shaker Financial Services | 49k | $2.0M | -13% | Dec 2023 |
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| Bank of America Corporation | 36k | $1.4M | 8% | Dec 2023 |
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| Pecaut & Co. | 34k | $1.4M | -9% | Dec 2023 |
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| Anchor Investment Management | 28k | $1.1M | -1% | Dec 2023 |
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| Us Bancorp | 25k | $1.0M | 0% | Dec 2023 |
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| Hennion & Walsh Asset Management | 22k | $929k | -5% | Mar 2024 |
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| Park Avenue Securities | 18k | $747k | -1% | Mar 2024 |
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| Baltimore-Washington Financial Advisors | 15k | $604k | 0% | Dec 2023 |
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| Mraz, Amerine & Associates | 12k | $499k | -5% | Dec 2023 |
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| Capital Investment Counsel | 11k | $425k | -13% | Dec 2023 |
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| Nations Financial Group | 10k | $431k | -6% | Mar 2024 |
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| CNH Partners | 9.8k | $395k | -31% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 7.6k | $305k | -2% | Dec 2023 |
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| Royal Bank of Canada | 6.2k | $249k | -2% | Dec 2023 |
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| Janney Montgomery Scott | 5.9k | $240k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 5.9k | $237k | 100% | Dec 2023 |
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| Advisor Group Holdings | 5.3k | $215k | -16% | Dec 2023 |
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| Leo Wealth | 5.1k | $206k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 4.8k | $203k | -25% | Mar 2024 |
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| Blue Bell Private Wealth Management | 3.8k | $162k | -44% | Mar 2024 |
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| Front Street Capital Management | 3.0k | $123k | 100% | Dec 2023 |
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| Lazard Asset Management | 1.1k | $43k | 0% | Dec 2023 |
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| Nbc Securities | 956.00 | $41k | 1% | Mar 2024 |
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| Cullen Frost Bankers | 886.00 | $36k | 100% | Dec 2023 |
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| UBS Group | 388.00 | $16k | -20% | Dec 2023 |
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| Mather Group | 174.00 | $7.0k | 100% | Mar 2024 |
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| Venturi Wealth Management | 75.00 | $3.2k | 0% | Mar 2024 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Saba Capital Management | Sep 2023 | 25k | $970k |
| Commonwealth Equity Services | Sep 2023 | 18k | $680k |
| CSS | Sep 2023 | 11k | $423k |
| Cary Street Partner Investment Advisory | Sep 2023 | 3.8k | $145k |
| Spire Wealth Management | Dec 2023 | 200.00 | $7.9k |
| Elequin Capital | Sep 2023 | 102.00 | $3.9k |