Purchases and Sales Made in Q3 2024 in Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.6K+ 1227.32% |
$2.33M - $2.49M
|
60.1K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5K+ 4352.53% |
$904K - $965K
|
22K
$959K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.1KNew |
$632K - $675K
|
15.1K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 9.49% |
$552K - $589K
|
152K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 92.02% |
$521K - $556K
|
25.9K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.1K+ 220.23% |
$424K - $453K
|
14.7K
$639K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.15KNew |
$300K - $321K
|
7.15K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.58K+ 8.09% |
$234K - $250K
|
74.5K
$3.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.5K+ 58.33% |
$231K - $246K
|
14.9K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.73K+ 10.83% |
$72.8K - $77.7K
|
17.7K
$772K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 7.51% |
$60.8K - $65K
|
20.8K
$903K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.36K+ 2.12% |
$57.1K - $60.9K
|
65.5K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
931+ 19.61% |
$39.1K - $41.7K
|
5.68K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700+ 14.94% |
$29.4K - $31.4K
|
5.39K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
631+ 0.83% |
$26.5K - $28.3K
|
76.4K
$3.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
571+ 12.56% |
$24K - $25.6K
|
5.12K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 9.39% |
$21.3K - $22.7K
|
5.91K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
389New |
$16.3K - $17.4K
|
389
$16.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
319+ 3.55% |
$13.4K - $14.3K
|
9.31K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269+ 1.61% |
$11.3K - $12.1K
|
16.9K
$737K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
224+ 1.41% |
$9.4K - $10K
|
16.1K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$2.1K - $2.24K
|
50
$2.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 1.38% |
$1.38K - $1.48K
|
2.43K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.62% |
$252 - $269
|
967
$42.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-240- 3.2% |
$10.1K - $10.8K
|
7.27K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-251- 2.63% |
$10.5K - $11.2K
|
9.29K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-468- 6.24% |
$19.6K - $21K
|
7.03K
$306K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-526- 1.89% |
$22.1K - $23.6K
|
27.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-554- 0.64% |
$23.2K - $24.8K
|
86K
$3.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-657- 3.87% |
$27.6K - $29.4K
|
16.3K
$710K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-691- 38.95% |
$29K - $31K
|
1.08K
$47.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-801- 8.82% |
$33.6K - $35.9K
|
8.28K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-867- 9.7% |
$36.4K - $38.9K
|
8.07K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.16K- 2.52% |
$90.5K - $96.6K
|
83.4K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.78K- 5.82% |
$116K - $124K
|
44.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.13K- 12.13% |
$173K - $185K
|
29.9K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-5.45K- 23.78% |
$229K - $244K
|
17.5K
$760K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-16.6K- 21.07% |
$697K - $745K
|
62.3K
$2.71M
|