Latest Institutional Sells of Source Capital Inc (SOR)
This list provides information on the latest institutional transactions involving Source Capital Inc (SOR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11.7KClosed |
$389K - $440K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.33KClosed |
$111K - $126K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67Closed |
$2.24K - $2.53K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-57.9KClosed |
$1.45M - $2.39M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-378Closed |
$9.44K - $15.6K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-68Closed |
$1.7K - $2.81K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-27.6KClosed |
$988K - $1.07M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Matisse Capital
|
SELL
|
- |
-6.02KClosed |
$215K - $234K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.27KClosed |
$153K - $166K
|
0
$0
|
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-115Closed |
$4.11K - $4.48K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-100Closed |
$3.58K - $3.89K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20Closed |
$716 - $778
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.62KClosed |
$57K - $60.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.23KClosed |
$43.2K - $45.8K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10Closed |
$352 - $374
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.49KClosed |
$51.7K - $55.5K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-448Closed |
$15.5K - $16.7K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-210Closed |
$7.28K - $7.81K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-65Closed |
$2.25K - $2.42K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-8.02KClosed |
$261K - $293K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-339Closed |
$11K - $12.4K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22Closed |
$716 - $803
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-163KClosed |
$5.11M - $6.55M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.92KClosed |
$247K - $317K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Albion Financial Group
|
SELL
|
- |
-6.24KClosed |
$195K - $250K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$65.6K - $84.2K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-508Closed |
$15.9K - $20.4K
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-280Closed |
$8.75K - $11.2K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 02, 2018
Q3 2018
|
Citizens Financial Group Inc
|
SELL
|
- |
-122Closed |
$4.83K - $4.98K
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Field & Main Bank
|
SELL
|
- |
-100Closed |
$3.96K - $4.09K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-5.1KClosed |
$200K - $208K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sandy Spring Bank
|
SELL
|
- |
-1.32KClosed |
$51.8K - $53.9K
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Duncker Streett & CO Inc
|
SELL
|
- |
-350Closed |
$13.7K - $14.3K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Ledyard National Bank
|
SELL
|
- |
-50Closed |
$1.96K - $2.04K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Lafayette Investments, Inc.
|
SELL
|
- |
-6.64KClosed |
$261K - $283K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.01KClosed |
$79.1K - $85.8K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-916Closed |
$36.1K - $39.1K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Community Bank, N.A.
|
SELL
|
- |
-275Closed |
$10.8K - $11.7K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12Closed |
$472 - $513
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-19.5KClosed |
$773K - $804K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.03KClosed |
$40.7K - $42.3K
|
0
$0
|
|
| Q1 2016 | |||||||
|
Nov 18, 2022
Q1 2016
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.27KClosed |
N/A
|
0
$0
|
|