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 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.04KNew |
$113K - $123K
|
3.04K
$130K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75New |
$2.8K - $3.04K
|
75
$3.2K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
11KNew |
$400K - $421K
|
11K
$467K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.1KNew |
$355K - $401K
|
10.1K
$432K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
7.05KNew |
$247K - $279K
|
7.05K
$301K
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
7.05KNew |
$247K - $279K
|
7.05K
$301K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
120New |
$4.21K - $4.75K
|
120
$5.12K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.51K - $3.96K
|
100
$4.27K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53New |
$1.86K - $2.1K
|
53
$2.26K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
61.2KNew |
$2.14M - $2.37M
|
61.2K
$2.61M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5.45KNew |
$191K - $211K
|
5.45K
$232K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.16KNew |
$145K - $161K
|
4.16K
$177K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
486New |
$17K - $18.8K
|
486
$20.7K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
92New |
$3.2K - $3.65K
|
92
$3.92K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
311KNew |
$11.3M - $13.2M
|
311K
$13.3M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.2K+ 8.59% |
$407K - $474K
|
141K
$6.03M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
525New |
$21.1K - $23.1K
|
525
$22.4K
|
|
Q4 2021 | |||||||
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
116New |
$4.82K - $5.42K
|
116
$4.95K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
60KNew |
$2.65M - $2.79M
|
60K
$2.56M
|
|
Q1 2020 | |||||||
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
174New |
$4.35K - $7.19K
|
174
$7.42K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
416New |
$14.9K - $16.2K
|
416
$17.7K
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
432New |
$17K - $18.5K
|
432
$18.4K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
20.9KNew |
$827K - $861K
|
20.9K
$891K
|
|
Q3 2017 | |||||||
Nov 09, 2017
Q3 2017
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40New |
$1.55K - $1.61K
|
40
$1.71K
|