Latest Institutional Transactions on Source Capital Inc (SOR)
This table provides information on the latest institutional transactions involving Source Capital Inc (SOR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
510New |
$21.6K - $23.4K
|
510
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 1.44% |
$1.48K - $1.6K
|
2.46K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.74K- 9.18% |
$116K - $126K
|
27.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
225New |
$9.52K - $10.3K
|
225
$9.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.09K+ 4.21% |
$46.1K - $49.9K
|
27K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26+ 0.15% |
$1.1K - $1.19K
|
17K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.56KNew |
$235K - $255K
|
5.56K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.22K+ 2.58% |
$93.8K - $102K
|
88.3K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.2K+ 40.56% |
$304K - $330K
|
24.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$12.7K - $13.7K
|
300
$12.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-42.1K- 69.99% |
$1.78M - $1.93M
|
18K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 2.84% |
$8.46K - $9.16K
|
7.23K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-48- 0.66% |
$2.03K - $2.2K
|
7.22K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
149+ 0.55% |
$6.3K - $6.83K
|
27.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
211+ 0.32% |
$8.92K - $9.67K
|
65.8K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.85K- 2.48% |
$78.2K - $84.8K
|
72.7K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
274KNew |
$11.6M - $12.6M
|
274K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$1.73K - $1.88K
|
41
$1.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
SELL
|
- |
-3.08K- 17.64% |
$130K - $141K
|
14.4K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.86K- 20.05% |
$78.8K - $85.4K
|
7.43K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.22KNew |
$348K - $377K
|
8.22K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
700New |
$29.6K - $32.1K
|
700
$29.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76+ 0.47% |
$3.21K - $3.48K
|
16.2K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193- 3.4% |
$8.16K - $8.84K
|
5.49K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
332New |
$14K - $15.2K
|
332
$14.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.3KNew |
$2.17M - $2.35M
|
51.3K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
630+ 0.82% |
$26.6K - $28.9K
|
77.1K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-883- 81.53% |
$37.3K - $40.5K
|
200
$8.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.75KNew |
$201K - $218K
|
4.75K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
67New |
$2.83K - $3.07K
|
67
$2.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
511+ 3.43% |
$21.6K - $23.4K
|
15.4K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$692K - $750K
|
16.4K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-197- 1.31% |
$8.33K - $9.03K
|
14.9K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.04K- 12.89% |
$44K - $47.7K
|
7.03K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-651- 6.99% |
$27.5K - $29.8K
|
8.66K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.34K+ 3.52% |
$226K - $245K
|
157K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-449- 5.42% |
$19K - $20.6K
|
7.83K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.12% |
$296 - $321
|
5.91K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4.7K- 7.55% |
$199K - $215K
|
57.6K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.09K+ 6.69% |
$46.2K - $50K
|
17.4K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.4K+ 77.55% |
$482K - $522K
|
26.1K
$1.11M
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.15KNew |
$300K - $321K
|
7.15K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$2.1K - $2.24K
|
50
$2.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 7.51% |
$60.8K - $65K
|
20.8K
$882K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
389New |
$16.3K - $17.4K
|
389
$16.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.16K- 2.52% |
$90.5K - $96.6K
|
83.4K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700+ 14.94% |
$29.4K - $31.4K
|
5.39K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5K+ 4352.53% |
$904K - $965K
|
22K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
571+ 12.56% |
$24K - $25.6K
|
5.12K
$217K
|
|