Latest Institutional Transactions on 1 St Source Corp (SRCE)
This table provides information on the latest institutional transactions involving 1 St Source Corp (SRCE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.43K+ 335.29% |
$58.5K - $70K
|
1.85K
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.69K- 80.7% |
$69.2K - $82.8K
|
403
$23.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
48New |
$1.97K - $2.36K
|
48
$2.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-9.38K- 64.3% |
$385K - $461K
|
5.21K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.9KNew |
$201K - $241K
|
4.9K
$286K
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.94K- 27.61% |
$367K - $439K
|
23.4K
$1.37M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
18New |
$725 - $853
|
18
$1.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.25KNew |
$50.4K - $59.3K
|
1.25K
$73K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
57.7KNew |
$2.32M - $2.74M
|
57.7K
$3.37M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 18.98% |
$1.11K - $1.4K
|
163
$9.52K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$300 - $377
|
7
$409
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.85K+ 90.23% |
$165K - $207K
|
8.12K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5.1K- 41.8% |
$219K - $274K
|
7.1K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$343 - $431
|
8
$467
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9KNew |
$386K - $484K
|
9K
$525K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
220New |
$9.43K - $11.8K
|
220
$12.8K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-270- 1.78% |
$11.6K - $14.5K
|
14.9K
$869K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
834New |
$35.7K - $44.9K
|
834
$48.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3New |
$129 - $161
|
3
$175
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 5.0% |
$7.1K - $8.87K
|
2.85K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14New |
$662 - $828
|
14
$817
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
24.5KNew |
$1.16M - $1.45M
|
24.5K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
16.7KNew |
$788K - $985K
|
16.7K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$4.73K - $5.91K
|
100
$5.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.44K+ 69.74% |
$210K - $262K
|
10.8K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.6KNew |
$312K - $390K
|
6.6K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-400- 7.95% |
$18.9K - $23.7K
|
4.63K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
4.21KNew |
$199K - $249K
|
4.21K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$710 - $887
|
15
$876
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
11.9KNew |
$563K - $704K
|
11.9K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
202New |
$9.56K - $11.9K
|
202
$11.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
71New |
$3.36K - $4.2K
|
71
$4.14K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4KNew |
$189K - $236K
|
4K
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-74- 1.06% |
$3.5K - $4.38K
|
6.92K
$404K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$4.73K - $5.91K
|
100
$5.84K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
47New |
$2.22K - $2.78K
|
47
$2.74K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-150- 5.0% |
$7.1K - $8.87K
|
2.85K
$166K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-670Closed |
$28.9K - $34.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.62KNew |
$69.8K - $82.5K
|
1.62K
$94.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$777 - $919
|
18
$1.05K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34+ 73.91% |
$1.46K - $1.64K
|
80
$4.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-8.8KClosed |
$377K - $425K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.48KNew |
$192K - $216K
|
4.48K
$261K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-77Closed |
$3.3K - $3.72K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
1.03K+ 5.17% |
$44.1K - $49.7K
|
20.9K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$193K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.94KClosed |
$255K - $287K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-35KClosed |
$1.5M - $1.69M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-284- 85.29% |
$12.2K - $13.7K
|
49
$2.86K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.08KNew |
$46.3K - $52.2K
|
1.08K
$63.1K
|
|