Latest Institutional Transactions on 1 St Source Corp (SRCE)
This table provides information on the latest institutional transactions involving 1 St Source Corp (SRCE) 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.1KNew |
$345K - $389K
|
7.1K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$194 - $219
|
4
$252
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$3.21K - $3.61K
|
66
$4.16K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-37- 41.11% |
$1.8K - $2.03K
|
53
$3.34K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
824+ 32.23% |
$40.1K - $45.1K
|
3.38K
$213K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-893- 60.5% |
$43.4K - $48.9K
|
583
$36.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-131- 12.68% |
$5.47K - $7.31K
|
902
$56.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
198+ 3960.0% |
$8.27K - $11K
|
203
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
494New |
$20.6K - $27.6K
|
494
$31.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-404- 2.27% |
$16.9K - $22.5K
|
17.4K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
13New |
$543 - $725
|
13
$820
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.15KNew |
$173K - $232K
|
4.15K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-730- 8.69% |
$30.5K - $40.7K
|
7.67K
$484K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-812- 99.39% |
$33.9K - $45.3K
|
5
$316
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
277New |
$11.6K - $15.5K
|
277
$17.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-339- 96.86% |
$14.2K - $18.9K
|
11
$694
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-36- 0.32% |
$1.48K - $1.77K
|
11.2K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
55New |
$2.26K - $2.7K
|
55
$3.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.43K+ 335.29% |
$58.5K - $70K
|
1.85K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.69K- 80.7% |
$69.2K - $82.8K
|
403
$25.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
48New |
$1.97K - $2.36K
|
48
$3.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-9.38K- 64.3% |
$385K - $461K
|
5.21K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.9KNew |
$201K - $241K
|
4.9K
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.94K- 27.61% |
$367K - $439K
|
23.4K
$1.48M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
18New |
$725 - $853
|
18
$1.14K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.25KNew |
$50.4K - $59.3K
|
1.25K
$78.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
57.7KNew |
$2.32M - $2.74M
|
57.7K
$3.64M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 18.98% |
$1.11K - $1.4K
|
163
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.85K+ 90.23% |
$165K - $207K
|
8.12K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$300 - $377
|
7
$442
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5.1K- 41.8% |
$219K - $274K
|
7.1K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$343 - $431
|
8
$505
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9KNew |
$386K - $484K
|
9K
$568K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
220New |
$9.43K - $11.8K
|
220
$13.9K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-270- 1.78% |
$11.6K - $14.5K
|
14.9K
$940K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
834New |
$35.7K - $44.9K
|
834
$52.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3New |
$129 - $161
|
3
$189
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 5.0% |
$7.1K - $8.87K
|
2.85K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
4.21KNew |
$199K - $249K
|
4.21K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14New |
$662 - $828
|
14
$883
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
24.5KNew |
$1.16M - $1.45M
|
24.5K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
16.7KNew |
$788K - $985K
|
16.7K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$4.73K - $5.91K
|
100
$6.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.44K+ 69.74% |
$210K - $262K
|
10.8K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-400- 7.95% |
$18.9K - $23.7K
|
4.63K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$710 - $887
|
15
$947
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
202New |
$9.56K - $11.9K
|
202
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
11.9KNew |
$563K - $704K
|
11.9K
$751K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
71New |
$3.36K - $4.2K
|
71
$4.48K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4KNew |
$189K - $236K
|
4K
$252K
|
|