Institutional Ownership Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,663
shares
|
$360,034
0.0% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,218
shares
|
$341,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,834
shares
|
$325,581
0.03% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,803
shares
|
$324,292
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,431
shares
|
$308,832
0.0% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,234
shares
|
$300,645
0.0% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,217
shares
|
$299,938
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
7,154
shares
|
$297,320
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
7,030
shares
|
$292,166
0.06% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,913
shares
|
$245,744
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,556
shares
|
$230,907
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,485
shares
|
$227,956
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,118
shares
|
$212,704
0.0% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,748
shares
|
$197,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,464
shares
|
$102,403
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,087
shares
|
$45,175
0.0% of portfolio
|
Q1 2022
Reduced 11.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$29,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
510
shares
|
$21,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
332
shares
|
$13,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
300
shares
|
$12,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
225
shares
|
$9,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$8,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$8,312
0.0% of portfolio
|
Q4 2024
Reduced 81.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$8,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
174
shares
|
$7,231
0.0% of portfolio
|
Q1 2024
New holding
|