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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
174
shares
|
$7,231
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
92
shares
|
$3,823
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
75
shares
|
$3,117
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
67
shares
|
$2,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$2,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
41
shares
|
$1,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|