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 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-13
Closed
$518 - $575
0 $0
Apr 12, 2021 Q1 2021
Private Capital Group, LLC

SELL
 -
-732
Closed
$29.2K - $32.4K
0 $0
Q4 2020
Feb 03, 2021 Q4 2020
Cohen Capital Management, Inc.

SELL
 -
-9.57K
Closed
$341K - $389K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-3.33K
Closed
$111K - $126K
0 $0
Nov 13, 2020 Q3 2020
Doliver Advisors, LP

Houston, TX
SELL
 -
-11.7K
Closed
$389K - $440K
0 $0
Nov 13, 2020 Q3 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-67
Closed
$2.24K - $2.53K
0 $0
Nov 13, 2020 Q3 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-13.3K
Closed
$445K - $503K
0 $0
Nov 13, 2020 Q3 2020
Cornerstone Advisors, LLC

Asheville, NC
SELL
 -
-79.7K
Closed
$2.66M - $3.01M
0 $0
Nov 12, 2020 Q3 2020
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
SELL
 -
-26.7K
Closed
$891K - $1.01M
0 $0
Nov 10, 2020 Q3 2020
Rmb Capital Management, LLC

SELL
 -
-15.8K
Closed
$528K - $596K
0 $0
Q1 2020
Apr 24, 2020 Q1 2020
Tfg Advisers LLC

SELL
 -
-378
Closed
$9.44K - $15.6K
0 $0
Apr 08, 2020 Q1 2020
Hc Financial Advisors Inc

BUY
 -
174
New
$4.35K - $7.19K
174 $7.57K
Apr 02, 2020 Q1 2020
M&R Capital Management Inc

SELL
 -
-68
Closed
$1.7K - $2.81K
0 $0
Q4 2019
Sep 07, 2021 Q4 2019
Geneos Wealth Management Inc.

SELL
 -
-115
Closed
$4.11K - $4.48K
0 $0
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
416
New
$14.9K - $16.2K
416 $18.1K
Feb 14, 2020 Q4 2019
Cohen & Steers, Inc.

New York, NY
SELL
 -
-27.6K
Closed
$988K - $1.07M
0 $0
Feb 12, 2020 Q4 2019
Matisse Capital

SELL
 -
-6.02K
Closed
$215K - $234K
0 $0
Feb 07, 2020 Q4 2019
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-100
Closed
$3.58K - $3.89K
0 $0
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-4.27K
Closed
$153K - $166K
0 $0
Jan 23, 2020 Q4 2019
Global Retirement Partners, LLC

SELL
 -
-20
Closed
$716 - $778
0 $0
Q3 2019
Sep 14, 2021 Q3 2019
Sargent Bickham Lagudis LLC

SELL
 -
-1.62K
Closed
$57K - $60.5K
0 $0
Nov 13, 2019 Q3 2019
Destination Wealth Management

SELL
 -
-1.23K
Closed
$43.2K - $45.8K
0 $0
Oct 28, 2019 Q3 2019
Central Trust CO

Jefferson City, MO
SELL
 -
-10
Closed
$352 - $374
0 $0
Q2 2019
Jul 23, 2019 Q2 2019
Huntington National Bank

Columbus, OH
SELL
 -
-448
Closed
$15.5K - $16.7K
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-210
Closed
$7.28K - $7.81K
0 $0
Jul 19, 2019 Q2 2019
Regions Financial Corp

SELL
 -
-1.49K
Closed
$51.7K - $55.5K
0 $0
Jul 15, 2019 Q2 2019
First Hawaiian Bank

SELL
 -
-65
Closed
$2.25K - $2.42K
0 $0
Q1 2019
May 15, 2019 Q1 2019
Weiss Asset Management LP

Boston, MA
SELL
 -
-8.02K
Closed
$261K - $293K
0 $0
May 09, 2019 Q1 2019
Synovus Financial Corp

Columbus, GA
SELL
 -
-22
Closed
$716 - $803
0 $0
Apr 16, 2019 Q1 2019
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-339
Closed
$11K - $12.4K
0 $0
Q4 2018
Feb 13, 2019 Q4 2018
Cornerstone Wealth Management, LLC

SELL
 -
-163K
Closed
$5.11M - $6.55M
0 $0
Feb 13, 2019 Q4 2018
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-2.1K
Closed
$65.6K - $84.2K
0 $0
Feb 08, 2019 Q4 2018
Stratos Wealth Partners, Ltd.

SELL
 -
-7.92K
Closed
$247K - $317K
0 $0
Jan 29, 2019 Q4 2018
Capital Advisors, Ltd. LLC

SELL
 -
-508
Closed
$15.9K - $20.4K
0 $0
Jan 28, 2019 Q4 2018
Albion Financial Group

SELL
 -
-6.24K
Closed
$195K - $250K
0 $0
Jan 23, 2019 Q4 2018
Ifp Advisors, Inc

SELL
 -
-280
Closed
$8.75K - $11.2K
0 $0
Q3 2018
Nov 02, 2018 Q3 2018
Citizens Financial Group Inc

SELL
 -
-122
Closed
$4.83K - $4.98K
0 $0
Oct 23, 2018 Q3 2018
Field & Main Bank

SELL
 -
-100
Closed
$3.96K - $4.09K
0 $0
Q2 2018
Aug 14, 2018 Q2 2018
Stone Run Capital, LLC

New York, NY
SELL
 -
-5.1K
Closed
$200K - $208K
0 $0
Aug 03, 2018 Q2 2018
Sandy Spring Bank

SELL
 -
-1.32K
Closed
$51.8K - $53.9K
0 $0
Jul 23, 2018 Q2 2018
Duncker Streett & CO Inc

SELL
 -
-350
Closed
$13.7K - $14.3K
0 $0
Jul 11, 2018 Q2 2018
Ledyard National Bank

SELL
 -
-50
Closed
$1.96K - $2.04K
0 $0
Q1 2018
May 15, 2018 Q1 2018
Marino, Stram & Associates LLC

SELL
 -
-916
Closed
$36.1K - $39.1K
0 $0
May 15, 2018 Q1 2018
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
SELL
 -
-2.01K
Closed
$79.1K - $85.8K
0 $0
May 15, 2018 Q1 2018
Lafayette Investments, Inc.

SELL
 -
-6.64K
Closed
$261K - $283K
0 $0
May 14, 2018 Q1 2018
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
432
New
$17K - $18.5K
432 $18.8K
May 11, 2018 Q1 2018
Sei Investments CO

Oaks, PA
SELL
 -
-12
Closed
$472 - $513
0 $0
May 03, 2018 Q1 2018
Community Bank, N.A.

SELL
 -
-275
Closed
$10.8K - $11.7K
0 $0
Q4 2017
Feb 14, 2018 Q4 2017
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
20.9K
New
$827K - $861K
20.9K $908K

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