Purchases and Sales Made in Q4 2022 in Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
61.2KNew |
$2.14M - $2.37M
|
61.2K
$2.58M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.58K+ 9.39% |
$300K - $332K
|
99.9K
$4.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.6KNew |
$231K - $255K
|
6.6K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5.45KNew |
$191K - $211K
|
5.45K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.3KNew |
$185K - $205K
|
5.3K
$223K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.16KNew |
$145K - $161K
|
4.16K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 6.13% |
$129K - $142K
|
63.7K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.65KNew |
$92.7K - $102K
|
2.65K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.19KNew |
$76.5K - $84.6K
|
2.19K
$92.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 52.24% |
$59.7K - $66K
|
4.97K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.38KNew |
$48.4K - $53.5K
|
1.38K
$58.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.3K+ 3.1% |
$45.3K - $50.1K
|
43.1K
$1.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 26.15% |
$36.7K - $40.6K
|
5.07K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
736New |
$25.7K - $28.5K
|
736
$31K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
526+ 1.91% |
$18.4K - $20.3K
|
28K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
486New |
$17K - $18.8K
|
486
$20.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
229+ 0.89% |
$8.01K - $8.85K
|
26K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168+ 2.37% |
$5.87K - $6.49K
|
7.26K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168+ 1.03% |
$5.87K - $6.49K
|
16.5K
$696K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.11% |
$245 - $271
|
6.1K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-217- 43.4% |
$7.59K - $8.39K
|
283
$11.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-233- 0.97% |
$8.15K - $9.01K
|
23.7K
$1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-470- 2.2% |
$16.4K - $18.2K
|
20.9K
$882K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-475- 20.1% |
$16.6K - $18.4K
|
1.89K
$79.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-678- 2.3% |
$23.7K - $26.2K
|
28.8K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-833- 3.34% |
$29.1K - $32.2K
|
24.1K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-942- 1.08% |
$32.9K - $36.4K
|
86.4K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 13.82% |
$67.1K - $74.1K
|
12K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-2.64K- 6.23% |
$92.2K - $102K
|
39.7K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.32K- 11.77% |
$256K - $283K
|
54.9K
$2.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10.1K- 3.26% |
$352K - $389K
|
299K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-35.3K- 15.05% |
$1.23M - $1.37M
|
199K
$8.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-80.9K- 58.42% |
$2.83M - $3.13M
|
57.6K
$2.43M
|