Purchases and Sales Made in Q4 2024 in Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR) during Q4 2024. The information is specifically focused on institutions that hold shares of SOURCE CAPITAL INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
274KNew |
$11.6M - $12.6M
|
274K
$11.4M
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
71.6KNew |
$3.03M - $3.28M
|
71.6K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.3KNew |
$2.17M - $2.35M
|
51.3K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$692K - $750K
|
16.4K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.4K+ 77.55% |
$482K - $522K
|
26.1K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.22KNew |
$348K - $377K
|
8.22K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.2K+ 40.56% |
$304K - $330K
|
24.9K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.56KNew |
$235K - $255K
|
5.56K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.34K+ 3.52% |
$226K - $245K
|
157K
$6.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.75KNew |
$201K - $218K
|
4.75K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.22K+ 2.58% |
$93.8K - $102K
|
88.3K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.09K+ 6.69% |
$46.2K - $50K
|
17.4K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.09K+ 4.21% |
$46.1K - $49.9K
|
27K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
700New |
$29.6K - $32.1K
|
700
$29.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
630+ 0.82% |
$26.6K - $28.9K
|
77.1K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
511+ 3.43% |
$21.6K - $23.4K
|
15.4K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
510New |
$21.6K - $23.4K
|
510
$21.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
332New |
$14K - $15.2K
|
332
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$12.7K - $13.7K
|
300
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
225New |
$9.52K - $10.3K
|
225
$9.35K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
211+ 0.32% |
$8.92K - $9.67K
|
65.8K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 2.84% |
$8.46K - $9.16K
|
7.23K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
149+ 0.55% |
$6.3K - $6.83K
|
27.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76+ 0.47% |
$3.21K - $3.48K
|
16.2K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
67New |
$2.83K - $3.07K
|
67
$2.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$1.73K - $1.88K
|
41
$1.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 1.44% |
$1.48K - $1.6K
|
2.46K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26+ 0.15% |
$1.1K - $1.19K
|
17K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.12% |
$296 - $321
|
5.91K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-48- 0.66% |
$2.03K - $2.2K
|
7.22K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193- 3.4% |
$8.16K - $8.84K
|
5.49K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-197- 1.31% |
$8.33K - $9.03K
|
14.9K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-449- 5.42% |
$19K - $20.6K
|
7.83K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-651- 6.99% |
$27.5K - $29.8K
|
8.66K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-883- 81.53% |
$37.3K - $40.5K
|
200
$8.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.04K- 12.89% |
$44K - $47.7K
|
7.03K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.85K- 2.48% |
$78.2K - $84.8K
|
72.7K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.86K- 20.05% |
$78.8K - $85.4K
|
7.43K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.74K- 9.18% |
$116K - $126K
|
27.2K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
SELL
|
- |
-3.08K- 17.64% |
$130K - $141K
|
14.4K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4.7K- 7.55% |
$199K - $215K
|
57.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-42.1K- 69.99% |
$1.78M - $1.93M
|
18K
$750K
|