Purchases and Sales Made in Q3 2022 in Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR) during Q3 2022. The information is specifically focused on institutions that hold shares of SOURCE CAPITAL INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
47.6K+ 52.4% |
$1.65M - $1.89M
|
138K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3KNew |
$568K - $649K
|
16.3K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.1KNew |
$454K - $518K
|
13.1K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 25.44% |
$423K - $483K
|
60K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.1K+ 79.77% |
$385K - $439K
|
24.9K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.24K+ 6.08% |
$182K - $208K
|
91.4K
$4.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.5K+ 21.99% |
$86.9K - $99.3K
|
13.9K
$629K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500New |
$17.4K - $19.8K
|
500
$22.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
498+ 1.72% |
$17.3K - $19.8K
|
29.5K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
386+ 19.52% |
$13.4K - $15.3K
|
2.36K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
240+ 6.36% |
$8.34K - $9.52K
|
4.02K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
175+ 2.53% |
$6.08K - $6.94K
|
7.09K
$321K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
92New |
$3.2K - $3.65K
|
92
$4.17K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
53+ 1.65% |
$1.84K - $2.1K
|
3.27K
$148K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9+ 0.15% |
$313 - $357
|
6.09K
$276K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-39- 0.14% |
$1.36K - $1.55K
|
27.4K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-191- 0.74% |
$6.64K - $7.58K
|
25.8K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-616- 7.68% |
$21.4K - $24.4K
|
7.4K
$335K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-735- 3.32% |
$25.5K - $29.2K
|
21.4K
$969K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-806- 3.25% |
$28K - $32K
|
24K
$1.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-880- 2.06% |
$30.6K - $34.9K
|
41.8K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8K- 2.82% |
$62.6K - $71.5K
|
62.2K
$2.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.79K- 0.89% |
$96.8K - $111K
|
309K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.12K- 5.54% |
$178K - $203K
|
87.3K
$3.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-5.82K- 12.09% |
$202K - $231K
|
42.3K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-172K- 42.26% |
$5.97M - $6.81M
|
235K
$10.6M
|