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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.6K+ 1227.32% |
$2.33M - $2.49M
|
60.1K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5K+ 4352.53% |
$904K - $965K
|
22K
$977K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.1KNew |
$632K - $675K
|
15.1K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 9.49% |
$552K - $589K
|
152K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 92.02% |
$521K - $556K
|
25.9K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.1K+ 220.23% |
$424K - $453K
|
14.7K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.15KNew |
$300K - $321K
|
7.15K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.58K+ 8.09% |
$234K - $250K
|
74.5K
$3.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.5K+ 58.33% |
$231K - $246K
|
14.9K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.73K+ 10.83% |
$72.8K - $77.7K
|
17.7K
$787K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 7.51% |
$60.8K - $65K
|
20.8K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.36K+ 2.12% |
$57.1K - $60.9K
|
65.5K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
931+ 19.61% |
$39.1K - $41.7K
|
5.68K
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700+ 14.94% |
$29.4K - $31.4K
|
5.39K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
631+ 0.83% |
$26.5K - $28.3K
|
76.4K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
571+ 12.56% |
$24K - $25.6K
|
5.12K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 9.39% |
$21.3K - $22.7K
|
5.91K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
389New |
$16.3K - $17.4K
|
389
$17.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
319+ 3.55% |
$13.4K - $14.3K
|
9.31K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269+ 1.61% |
$11.3K - $12.1K
|
16.9K
$751K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
224+ 1.41% |
$9.4K - $10K
|
16.1K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$2.1K - $2.24K
|
50
$2.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 1.38% |
$1.38K - $1.48K
|
2.43K
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.62% |
$252 - $269
|
967
$42.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15KNew |
$613K - $662K
|
15K
$663K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.63KNew |
$231K - $249K
|
5.63K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$8.2K - $8.85K
|
200
$8.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
200New |
$8.2K - $8.85K
|
200
$8.86K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
77+ 1.49% |
$3.16K - $3.41K
|
5.26K
$233K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.42KNew |
$294K - $315K
|
7.42K
$329K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
630New |
$24.9K - $26.8K
|
630
$27.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
339New |
$13.4K - $14.4K
|
339
$15K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
174New |
$6.88K - $7.39K
|
174
$7.71K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
172New |
$6.8K - $7.31K
|
172
$7.62K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
83+ 1.57% |
$3.28K - $3.53K
|
5.38K
$239K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.32KNew |
$348K - $378K
|
9.32K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.88KNew |
$219K - $239K
|
5.88K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.04KNew |
$113K - $123K
|
3.04K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75New |
$2.8K - $3.04K
|
75
$3.32K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
11KNew |
$400K - $421K
|
11K
$486K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.1KNew |
$355K - $401K
|
10.1K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
7.05KNew |
$247K - $279K
|
7.05K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
7.05KNew |
$247K - $279K
|
7.05K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
120New |
$4.21K - $4.75K
|
120
$5.32K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.51K - $3.96K
|
100
$4.43K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53New |
$1.86K - $2.1K
|
53
$2.35K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
61.2KNew |
$2.14M - $2.37M
|
61.2K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5.45KNew |
$191K - $211K
|
5.45K
$242K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.16KNew |
$145K - $161K
|
4.16K
$184K
|
|