Source Capital, Inc.

NYSE:SOR Stock Report

Market Cap: US$339.8m

Source Capital Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SOR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
01 Feb 24BuyUS$15,024Sandra BrownIndividual373US$40.29
01 Feb 24SellUS$66,427Sandra BrownIndividual1,649.53US$40.27
01 Jun 23BuyUS$49,839Mark LipsonIndividual1,315US$37.90
01 Jun 23BuyUS$15,128Brian SelmoIndividual400US$37.82

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SOR?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders16,8210.205%
Institutions1,049,20212.8%
General Public7,133,72287%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 11.88% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
1.5%
Davidson Investment Advisors, Inc.
123,103US$5.1m6.55%0.04%
1.24%
Chemistry Wealth Management LLC
101,733US$4.2m-22.4%1.15%
1.06%
Hara Capital LLC
87,051US$3.6m17.3%2.18%
1.05%
Morgan Stanley, Investment Banking and Brokerage Investments
86,365US$3.6m1.77%no data
0.92%
Mesirow Financial Investment Management, Inc.
75,172US$3.1m0.88%0.06%
0.78%
Wells Fargo & Company, Securities and Brokerage Investments
63,686US$2.6m3.13%no data
0.71%
First Trust Advisors LP
58,386US$2.4m-7.92%no data
0.62%
Raymond James Financial Inc., Asset Management Arm
50,543US$2.1m4.15%no data
0.6%
Shaker Financial Services, LLC
49,119US$2.0m-12.6%0.85%
0.42%
Merrill Lynch & Co. Inc., Banking Investments
34,502US$1.4m4.21%no data
0.41%
Pecaut & Co.
33,546US$1.4m-8.64%0.53%
0.34%
Anchor Investment Management, LLC
27,483US$1.1m-1.38%0.12%
0.3%
U.S. Bancorp Asset Management, Inc.
24,878US$1.0m0.31%no data
0.27%
Hennion & Walsh Asset Management, Inc.
21,858US$905.8k-5.1%0.05%
0.24%
Envestnet Asset Management, Inc.
20,072US$831.8k-15%no data
0.21%
Park Avenue Securities LLC, Asset Management Arm
17,582US$728.6k-1.36%0.01%
0.19%
Thrivent Investment Management Inc.
15,448US$640.2k0%no data
0.18%
Baltimore-Washington Financial Advisors Inc, Asset Management Arm.
14,955US$619.7k0%0.04%
0.15%
Mraz, Amerine & Associates, Inc.
12,367US$512.5k-4.92%0.1%
0.13%
Capital Investment Counsel Inc
10,518US$435.9k-13.3%0.07%
0.12%
Nations Financial Group, Inc., Asset Management Arm
10,150US$420.6k-6.42%0.04%
0.12%
AQR Capital Management, LLC
9,778US$405.2k-31.4%no data
0.11%
Susquehanna International Group, LLP, Asset Management Arm
9,323US$386.3k0%no data
0.11%
LPL Financial Corporation, Asset Management Arm
8,758US$362.9k-16.1%no data
0.099%
Invesco Ltd.
8,115US$336.3k0%no data
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