Institutional Ownership Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 88,150 shares, which have been reported (via 13F filing form) to have a value of $3.87 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,909
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,426
shares
|
$677,818
0.03% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,862
shares
|
$653,036
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,118
shares
|
$224,884
0.0% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,031
shares
|
$221,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,538
shares
|
$111,519
0.02% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
174
shares
|
$7,645
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
92
shares
|
$4,042
0.0% of portfolio
|
Q3 2022
New holding
|