Latest Institutional Transactions on Source Capital Inc (SOR)

SOR Quotes by TradingView

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
May 07, 2024 Q1 2024
Us Bancorp \De\

SELL
 -
-78
- 0.31%
$3.08K - $3.31K
24.8K $1.05M
May 02, 2024 Q1 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
630
New
$24.9K - $26.8K
630 $26.7K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
172
New
$6.8K - $7.31K
172 $7.28K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
174
New
$6.88K - $7.39K
174 $7.37K
Q4 2023
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.88K
New
$219K - $239K
5.88K $249K
Feb 14, 2024 Q4 2023
Front Street Capital Management, Inc.

BUY
 -
3.04K
New
$113K - $123K
3.04K $129K
Feb 14, 2024 Q4 2023
Aqr Arbitrage LLC

Greenwich, CT
SELL
 -
-4.47K
- 31.38%
$167K - $181K
9.78K $414K
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
9.32K
New
$348K - $378K
9.32K $395K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
75
New
$2.8K - $3.04K
75 $3.18K
Q3 2023
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
SELL
 -
-2.28K
- 95.72%
$87K - $90.4K
102 $4.32K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-219
- 1.23%
$8.35K - $8.68K
17.6K $746K
Q2 2023
Aug 14, 2023 Q2 2023
Css LLC

Chicago, IL
BUY
 -
11K
New
$400K - $421K
11K $464K
Q1 2023
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
SELL
 -
-250
- 16.2%
$8.78K - $9.91K
1.29K $54.7K
May 15, 2023 Q1 2023
Clough Capital Partners L P

Boston, MA
BUY
 -
7.05K
New
$247K - $279K
7.05K $299K
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
10.1K
New
$355K - $401K
10.1K $429K
May 15, 2023 Q1 2023
Quarry LP

New York, NY
BUY
 -
7.05K
New
$247K - $279K
7.05K $299K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
53
New
$1.86K - $2.1K
53 $2.24K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
120
New
$4.21K - $4.75K
120 $5.08K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
100
New
$3.51K - $3.96K
100 $4.23K
Q4 2022
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
4.16K
New
$145K - $161K
4.16K $176K
Feb 10, 2023 Q4 2022
Evoke Wealth, LLC

BUY
 -
5.45K
New
$191K - $211K
5.45K $231K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
486
New
$17K - $18.8K
486 $20.6K
Jan 26, 2023 Q4 2022
Granite Shares Advisors LLC

BUY
 -
61.2K
New
$2.14M - $2.37M
61.2K $2.59M
Q3 2022
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
92
New
$3.2K - $3.65K
92 $3.9K
Q2 2022
Mar 23, 2023 Q2 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-10.5K
Closed
$382K - $444K
0 $0
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4.74K
Closed
$172K - $201K
0 $0
Aug 09, 2022 Q2 2022
Next Level Private LLC

Harrison, NY
BUY
 -
311K
New
$11.3M - $13.2M
311K $13.2M
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

SELL
 -
-3.45K
Closed
$125K - $146K
0 $0
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

BUY
 -
11.2K
+ 8.59%
$407K - $474K
141K $5.99M
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
0
New
$0 - $0
0 $0
Q1 2022
May 13, 2022 Q1 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-140
- 11.41%
$5.64K - $6.15K
1.09K $46K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
525
New
$21.1K - $23.1K
525 $22.2K
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-600
Closed
$24.2K - $26.4K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-234
Closed
$9.42K - $10.3K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-12.8K
Closed
$534K - $600K
0 $0
Feb 14, 2022 Q4 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-134K
Closed
$5.58M - $6.28M
0 $0
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

SELL
 -
-531
Closed
$22.1K - $24.8K
0 $0
Feb 02, 2022 Q4 2021
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
116
New
$4.82K - $5.42K
116 $4.91K
Q3 2021
Nov 15, 2021 Q3 2021
Walleye Trading LLC

Plymouth, MN
SELL
 -
-5.4K
Closed
$238K - $251K
0 $0
Nov 12, 2021 Q3 2021
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-5K
Closed
$221K - $233K
0 $0
Nov 12, 2021 Q3 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-56.9K
Closed
$2.51M - $2.65M
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
60K
New
$2.65M - $2.79M
60K $2.54M
Nov 01, 2021 Q3 2021
Whittier Trust CO

SELL
 -
-100
Closed
$4.42K - $4.66K
0 $0
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

SELL
 -
-4.54K
Closed
$201K - $212K
0 $0
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
-190
Closed
$8.39K - $8.85K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-116K
Closed
$5.07M - $5.28M
0 $0
Aug 13, 2021 Q2 2021
Bulldog Investors, LLP

Saddle Brook, NJ
SELL
 -
-222K
Closed
$9.69M - $10.1M
0 $0
Q1 2021
May 17, 2021 Q1 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-37
Closed
$1.47K - $1.64K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-1.46K
Closed
$58K - $64.5K
0 $0

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