Latest Institutional Transactions on Source Capital Inc (SOR)
This table provides information on the latest institutional transactions involving Source Capital Inc (SOR) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.1KNew |
$632K - $675K
|
15.1K
$655K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-526- 1.89% |
$22.1K - $23.6K
|
27.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 92.02% |
$521K - $556K
|
25.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-554- 0.64% |
$23.2K - $24.8K
|
86K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269+ 1.61% |
$11.3K - $12.1K
|
16.9K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.13K- 12.13% |
$173K - $185K
|
29.9K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-468- 6.24% |
$19.6K - $21K
|
7.03K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
931+ 19.61% |
$39.1K - $41.7K
|
5.68K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.58K+ 8.09% |
$234K - $250K
|
74.5K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-240- 3.2% |
$10.1K - $10.8K
|
7.27K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 9.49% |
$552K - $589K
|
152K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.36K+ 2.12% |
$57.1K - $60.9K
|
65.5K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.73K+ 10.83% |
$72.8K - $77.7K
|
17.7K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 1.38% |
$1.38K - $1.48K
|
2.43K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$2.1K - $2.24K
|
50
$2.18K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-251- 2.63% |
$10.5K - $11.2K
|
9.29K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.15KNew |
$300K - $321K
|
7.15K
$311K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
224+ 1.41% |
$9.4K - $10K
|
16.1K
$702K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-5.45K- 23.78% |
$229K - $244K
|
17.5K
$760K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 7.51% |
$60.8K - $65K
|
20.8K
$903K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-801- 8.82% |
$33.6K - $35.9K
|
8.28K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
389New |
$16.3K - $17.4K
|
389
$16.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
631+ 0.83% |
$26.5K - $28.3K
|
76.4K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.6K+ 1227.32% |
$2.33M - $2.49M
|
60.1K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.16K- 2.52% |
$90.5K - $96.6K
|
83.4K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700+ 14.94% |
$29.4K - $31.4K
|
5.39K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 9.39% |
$21.3K - $22.7K
|
5.91K
$257K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-691- 38.95% |
$29K - $31K
|
1.08K
$47.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.5K+ 58.33% |
$231K - $246K
|
14.9K
$649K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-867- 9.7% |
$36.4K - $38.9K
|
8.07K
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5K+ 4352.53% |
$904K - $965K
|
22K
$959K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.1K+ 220.23% |
$424K - $453K
|
14.7K
$639K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
319+ 3.55% |
$13.4K - $14.3K
|
9.31K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.78K- 5.82% |
$116K - $124K
|
44.9K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
571+ 12.56% |
$24K - $25.6K
|
5.12K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.62% |
$252 - $269
|
967
$42.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-16.6K- 21.07% |
$697K - $745K
|
62.3K
$2.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-657- 3.87% |
$27.6K - $29.4K
|
16.3K
$710K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.8K- 50.0% |
$320K - $345K
|
7.8K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$8.2K - $8.85K
|
200
$8.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-27- 3.05% |
$1.11K - $1.2K
|
859
$37.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.63KNew |
$231K - $249K
|
5.63K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
200New |
$8.2K - $8.85K
|
200
$8.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15KNew |
$613K - $662K
|
15K
$651K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-500- 4.75% |
$20.5K - $22.1K
|
10K
$436K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
77+ 1.49% |
$3.16K - $3.41K
|
5.26K
$229K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
339New |
$13.4K - $14.4K
|
339
$14.7K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.42KNew |
$294K - $315K
|
7.42K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
83+ 1.57% |
$3.28K - $3.53K
|
5.38K
$234K
|
|