Latest Institutional Purchases of Source Capital Inc (SOR)
This list provides information on the latest institutional transactions involving Source Capital Inc (SOR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
274KNew |
$11.6M - $12.6M
|
274K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.3KNew |
$2.17M - $2.35M
|
51.3K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$692K - $750K
|
16.4K
$700K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.4K+ 77.55% |
$482K - $522K
|
26.1K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.22KNew |
$348K - $377K
|
8.22K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.2K+ 40.56% |
$304K - $330K
|
24.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.56KNew |
$235K - $255K
|
5.56K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.34K+ 3.52% |
$226K - $245K
|
157K
$6.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.75KNew |
$201K - $218K
|
4.75K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.22K+ 2.58% |
$93.8K - $102K
|
88.3K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.09K+ 6.69% |
$46.2K - $50K
|
17.4K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.09K+ 4.21% |
$46.1K - $49.9K
|
27K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
700New |
$29.6K - $32.1K
|
700
$29.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
630+ 0.82% |
$26.6K - $28.9K
|
77.1K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
511+ 3.43% |
$21.6K - $23.4K
|
15.4K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
510New |
$21.6K - $23.4K
|
510
$21.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
332New |
$14K - $15.2K
|
332
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$12.7K - $13.7K
|
300
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
225New |
$9.52K - $10.3K
|
225
$9.62K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
211+ 0.32% |
$8.92K - $9.67K
|
65.8K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 2.84% |
$8.46K - $9.16K
|
7.23K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
149+ 0.55% |
$6.3K - $6.83K
|
27.4K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76+ 0.47% |
$3.21K - $3.48K
|
16.2K
$693K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
67New |
$2.83K - $3.07K
|
67
$2.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$1.73K - $1.88K
|
41
$1.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 1.44% |
$1.48K - $1.6K
|
2.46K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26+ 0.15% |
$1.1K - $1.19K
|
17K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.12% |
$296 - $321
|
5.91K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5K+ 4352.53% |
$904K - $965K
|
22K
$942K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.15KNew |
$300K - $321K
|
7.15K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 7.51% |
$60.8K - $65K
|
20.8K
$887K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700+ 14.94% |
$29.4K - $31.4K
|
5.39K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
571+ 12.56% |
$24K - $25.6K
|
5.12K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
389New |
$16.3K - $17.4K
|
389
$16.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$2.1K - $2.24K
|
50
$2.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.62% |
$252 - $269
|
967
$41.3K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15KNew |
$613K - $662K
|
15K
$639K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.63KNew |
$231K - $249K
|
5.63K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$8.2K - $8.85K
|
200
$8.55K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
200New |
$8.2K - $8.85K
|
200
$8.55K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
77+ 1.49% |
$3.16K - $3.41K
|
5.26K
$225K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.42KNew |
$294K - $315K
|
7.42K
$317K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
630New |
$24.9K - $26.8K
|
630
$26.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
339New |
$13.4K - $14.4K
|
339
$14.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
174New |
$6.88K - $7.39K
|
174
$7.44K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
172New |
$6.8K - $7.31K
|
172
$7.35K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
83+ 1.57% |
$3.28K - $3.53K
|
5.38K
$230K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.32KNew |
$348K - $378K
|
9.32K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.88KNew |
$219K - $239K
|
5.88K
$251K
|
|