Source Capital Inc SOR
We take great care to ensure that the data presented and summarized in this overview for SOURCE CAPITAL INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SOR
View all-
Dkm Wealth Management, Inc. Stockton, CA274KShares$11.8 Million11.31% of portfolio
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D.A. Davidson & Co.157KShares$6.74 Million0.06% of portfolio
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Morgan Stanley New York, NY88.3KShares$3.79 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.77.1KShares$3.31 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA72.7KShares$3.12 Million0.0% of portfolio
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First Trust Advisors LP Wheaton, IL65.8KShares$2.82 Million0.0% of portfolio
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Chemistry Wealth Management LLC New York, NY57.6KShares$2.47 Million0.62% of portfolio
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Raymond James Financial Inc St. Petersburg, FL51.3KShares$2.2 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL44.9KShares$1.93 Million0.0% of portfolio
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Anchor Investment Management, LLC Columbia, SC27.4KShares$1.18 Million0.11% of portfolio
Latest Institutional Activity in SOR
Top Purchases
Top Sells
About SOR
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Insider Transactions at SOR
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Feb 01
2024
|
Sandra Brown Director |
BUY
Open market or private purchase
|
Direct |
373
+49.97%
|
$14,920
$40.29 P/Share
|
|
Feb 01
2024
|
Sandra Brown Director |
SELL
Open market or private sale
|
Direct |
1,649
-100.0%
|
$65,960
$40.27 P/Share
|
|
Jun 01
2023
|
Brian A. Selmo VP & Portfolio Manager |
BUY
Open market or private purchase
|
Direct |
400
+7.16%
|
$14,800
$37.82 P/Share
|
|
Jun 01
2023
|
Mark L. Lipson Director |
BUY
Open market or private purchase
|
Direct |
1,315
+16.28%
|
$48,655
$37.9 P/Share
|
|
Apr 03
2023
|
Ryan A. Leggio Vice President - Strategy |
BUY
Open market or private purchase
|
Direct |
500
+10.0%
|
$18,500
$37.81 P/Share
|
|
Oct 03
2022
|
Mark L. Lipson Director |
BUY
Open market or private purchase
|
Direct |
1,400
+20.45%
|
$49,000
$35.64 P/Share
|
|
Jul 01
2022
|
Mark L. Lipson Director |
BUY
Open market or private purchase
|
Direct |
1,325
+9.94%
|
$49,025
$37.82 P/Share
|
|
Jun 02
2022
|
Ryan A. Leggio Vice President - Strategy |
BUY
Open market or private purchase
|
Direct |
1,000
+20.0%
|
$39,000
$39.55 P/Share
|
|
Feb 01
2022
|
Ryan A. Leggio Vice President - Strategy |
BUY
Open market or private purchase
|
Direct |
300
+9.09%
|
$12,600
$42.69 P/Share
|
|
Jul 01
2021
|
Alfred E Osborne Jr Director |
BUY
Open market or private purchase
|
Direct |
1,410
+36.91%
|
$63,450
$45.77 P/Share
|
|
Jun 02
2021
|
Ryan A. Leggio Vice President - Strategy |
BUY
Open market or private purchase
|
Direct |
1,000
+27.03%
|
$45,000
$45.59 P/Share
|
|
Jun 01
2021
|
Ryan A. Leggio Vice President - Strategy |
BUY
Open market or private purchase
|
Direct |
1,000
+26.34%
|
$45,000
$45.58 P/Share
|
|
Jun 01
2021
|
Sandra Brown Director |
BUY
Open market or private purchase
|
Direct |
600
+31.88%
|
$27,000
$45.7 P/Share
|
|
Oct 02
2020
|
Thomas H Atteberry VP & Portfolio Manager |
BUY
Open market or private purchase
|
Direct |
919
+9.22%
|
$33,084
$36.92 P/Share
|
|
Oct 01
2020
|
Brian A. Selmo VP & Portfolio Manager |
BUY
Open market or private purchase
|
Direct |
395
+6.12%
|
$14,220
$36.9 P/Share
|
|
Oct 01
2020
|
Thomas H Atteberry VP & Portfolio Manager |
BUY
Open market or private purchase
|
Direct |
1,725
+17.51%
|
$63,825
$37.01 P/Share
|
|
Oct 01
2020
|
Mark L. Lipson Director |
BUY
Open market or private purchase
|
Direct |
1,401
+33.99%
|
$51,837
$37.1 P/Share
|
|
Sep 30
2020
|
J Richard Atwood President |
BUY
Open market or private purchase
|
Direct |
2,000
+6.69%
|
$74,000
$37.25 P/Share
|
|
Sep 30
2020
|
Mark Landecker VP & Portfolio Manager |
BUY
Open market or private purchase
|
Direct |
3,000
+50.0%
|
$111,000
$37.37 P/Share
|
|
Sep 29
2020
|
J Richard Atwood President |
BUY
Open market or private purchase
|
Direct |
105
+0.4%
|
$3,780
$36.45 P/Share
|