Latest Institutional Sells of Source Capital Inc (SOR)
This list provides information on the latest institutional transactions involving Source Capital Inc (SOR) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-16.6K- 21.07% |
$697K - $745K
|
62.3K
$2.76M
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-5.45K- 23.78% |
$229K - $244K
|
17.5K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.13K- 12.13% |
$173K - $185K
|
29.9K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.78K- 5.82% |
$116K - $124K
|
44.9K
$1.99M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.16K- 2.52% |
$90.5K - $96.6K
|
83.4K
$3.7M
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-867- 9.7% |
$36.4K - $38.9K
|
8.07K
$358K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-801- 8.82% |
$33.6K - $35.9K
|
8.28K
$367K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-691- 38.95% |
$29K - $31K
|
1.08K
$48K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-657- 3.87% |
$27.6K - $29.4K
|
16.3K
$723K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-554- 0.64% |
$23.2K - $24.8K
|
86K
$3.81M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-526- 1.89% |
$22.1K - $23.6K
|
27.2K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-468- 6.24% |
$19.6K - $21K
|
7.03K
$312K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-251- 2.63% |
$10.5K - $11.2K
|
9.29K
$412K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-240- 3.2% |
$10.1K - $10.8K
|
7.27K
$322K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.8K- 50.0% |
$320K - $345K
|
7.8K
$346K
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-500- 4.75% |
$20.5K - $22.1K
|
10K
$444K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-27- 3.05% |
$1.11K - $1.2K
|
859
$38.1K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-78- 0.31% |
$3.08K - $3.31K
|
24.8K
$1.1M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.47K- 31.38% |
$167K - $181K
|
9.78K
$433K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-21.9K- 46.59% |
$837K - $870K
|
25.1K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.28K- 95.72% |
$87K - $90.4K
|
102
$4.52K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-219- 1.23% |
$8.35K - $8.68K
|
17.6K
$781K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-250- 16.2% |
$8.78K - $9.91K
|
1.29K
$57.3K
|
|
Q2 2022 | |||||||
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.5KClosed |
$382K - $444K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74KClosed |
$172K - $201K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.45KClosed |
$125K - $146K
|
0
$0
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-600Closed |
$24.2K - $26.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-234Closed |
$9.42K - $10.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-140- 11.41% |
$5.64K - $6.15K
|
1.09K
$48.2K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134KClosed |
$5.58M - $6.28M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.8KClosed |
$534K - $600K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-531Closed |
$22.1K - $24.8K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-56.9KClosed |
$2.51M - $2.65M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.4KClosed |
$238K - $251K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5KClosed |
$221K - $233K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-4.54KClosed |
$201K - $212K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-190Closed |
$8.39K - $8.85K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$4.42K - $4.66K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-222KClosed |
$9.69M - $10.1M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-116KClosed |
$5.07M - $5.28M
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.46KClosed |
$58K - $64.5K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-732Closed |
$29.2K - $32.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-37Closed |
$1.47K - $1.64K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-13Closed |
$518 - $575
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-9.57KClosed |
$341K - $389K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-79.7KClosed |
$2.66M - $3.01M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-26.7KClosed |
$891K - $1.01M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.8KClosed |
$528K - $596K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.3KClosed |
$445K - $503K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11.7KClosed |
$389K - $440K
|
0
$0
|