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 | 301k | $14M | 2% | Mar 2026 |
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| D.A. Davidson & Co. | 169k | $7.8M | 0% | Mar 2026 |
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| Diversified Management | 118k | $5.5M | 1% | Mar 2026 |
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| Morgan Stanley | 90k | $4.2M | -2% | Mar 2026 |
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| Mesirow Financial Investment Management International Equity | 75k | $3.5M | 100% | Mar 2026 |
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| First Trust Advisors | 75k | $3.5M | 4% | Mar 2026 |
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| Wells Fargo & Company | 68k | $3.2M | 12% | Mar 2026 |
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| Hara Capital | 65k | $3.0M | -28% | Mar 2026 |
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| Raymond James Financial | 51k | $2.3M | 12% | Dec 2025 |
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| Keating Financial Advisory Services | 41k | $1.9M | 100% | Mar 2026 |
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| Hennion & Walsh Asset Management | 32k | $1.5M | -1% | Mar 2026 |
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| Anchor Investment Management | 32k | $1.5M | 0% | Mar 2026 |
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| Invesco | 32k | $1.5M | 5% | Mar 2026 |
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| Shaker Financial Services | 30k | $1.4M | 56% | Mar 2026 |
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| Smith Asset Management | 28k | $1.3M | 1% | Dec 2025 |
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| Us Bancorp | 25k | $1.1M | 0% | Dec 2025 |
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| LPL Financial | 21k | $987k | -4% | Mar 2026 |
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| Cary Street Partners Financial | 19k | $888k | 221% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 17k | $763k | 0% | Dec 2025 |
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| Chemistry Wealth Management | 16k | $727k | -25% | Mar 2026 |
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| Baltimore-Washington Financial Advisors | 15k | $684k | -17% | Dec 2025 |
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| Bank of America Corporation | 14k | $646k | 100% | Mar 2026 |
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| Pecaut & Co. | 14k | $623k | 1% | Mar 2026 |
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| Royal Bank of Canada | 13k | $588k | -8% | Mar 2026 |
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| NWF Advisory Services | 12k | $553k | -2% | Mar 2026 |
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| Evolve Private Wealth | 11k | $527k | 100% | Mar 2026 |
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| Capital Investment Counsel | 9.0k | $417k | 0% | Mar 2026 |
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| Advisor Group Holdings | 8.8k | $401k | -23% | Dec 2025 |
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| Silvercrest Asset Management Group | 7.8k | $357k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 7.3k | $340k | 9% | Mar 2026 |
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| Private Advisor | 6.8k | $317k | 0% | Mar 2026 |
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| UBS Group | 6.8k | $315k | -5% | Mar 2026 |
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| Cetera Investment Advisers | 5.5k | $254k | 4% | Mar 2026 |
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| Assetmark | 3.6k | $166k | 16% | Mar 2026 |
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| Align Financial | 3.3k | $155k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.9k | $134k | 9% | Dec 2025 |
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| Colonial Trust Co / SC | 2.6k | $122k | 1% | Mar 2026 |
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| Manchester Capital Management | 1.5k | $70k | 1% | Mar 2026 |
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| Wolverine Asset Management | 1.4k | $65k | -68% | Mar 2026 |
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| Sound Income Strategies | 1.3k | $60k | 0% | Mar 2026 |
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| Nbc Securities | 1.1k | $51k | 0% | Mar 2026 |
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| Pnc Financial Services | 1.0k | $46k | 1900% | Mar 2026 |
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| Whi Trust | 912.00 | $42k | 100% | Mar 2026 |
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| AdvisorNet Financial | 669.00 | $31k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 525.00 | $24k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 510.00 | $24k | 0% | Mar 2026 |
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| Kilter Group | 294.00 | $13k | 1% | Dec 2025 |
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| Mather Group | 234.00 | $11k | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 200.00 | $9.3k | 0% | Mar 2026 |
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| Motiv8 Investments | 109.00 | $5.0k | 100% | Dec 2025 |
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| CWM | 67.00 | $3.0k | 0% | Dec 2025 |
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| Cassaday & Co Wealth Management | 20.00 | $927.000000 | 100% | Mar 2026 |
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| Russell Investments | 3.00 | $138.999900 | -100% | Mar 2026 |
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| FMR | 1.00 | $46.000000 | 100% | Dec 2025 |
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Who sold out of Source Capital?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Dec 2025 | 18k | $842k |
| Park Avenue Securities | Dec 2025 | 16k | $711k |
| Ameriprise Financial | Dec 2025 | 12k | $533k |
| Beacon Pointe Advisors | Sep 2025 | 8.2k | $367k |
| Uptown Financial Advisors | Dec 2025 | 6.0k | $277k |
| Goss Wealth Management | Dec 2025 | 5.9k | $271k |
| Cornerstone Advisors | Dec 2025 | 3.7k | $168k |
| Kestra Advisory Services | Dec 2025 | 1.9k | $85k |
| Jpmorgan Chase & Co | Sep 2025 | 1.7k | $78k |