SOR Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 76.97%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Source Capital Insider Trading History Chart

Source Capital Share Price & Price History

^$41.63

▲ +0.115 (0.28%)

As of 04/1/2025 04:14 PM ET

Days: 30 | 90 | 365

Source Capital Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/1/2024	Sandra Brown	Director	Buy	373	$40.28	$15,024.44	373
6/1/2023	Brian A Selmo	VP	Buy	400	$37.82	$15,128.00	5,187
6/1/2023	Mark L Lipson	Director	Buy	1,315	$37.90	$49,838.50	6,761
4/3/2023	Ryan A. Leggio	VP	Buy	500	$37.81	$18,905.00	4,500
10/3/2022	Mark L Lipson	Director	Buy	1,400	$35.64	$49,896.00	5,446
7/1/2022	Mark L Lipson	Director	Buy	1,325	$37.83	$50,124.75	4,046
6/2/2022	Ryan A. Leggio	VP	Buy	1,000	$39.55	$39,550.00	4,000

SEC Filings (Institutional Ownership Changes) for Source Capital (NYSE:SOR)

13.15% of Source Capital stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Source Capital Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/14/2025	Hara Capital LLC	71,623	$3.12M	2.0%	-14.1%	0.873%
2/17/2025	Cary Street Partners Financial LLC	5,556	$0.24M	0.0%	N/A	0.068%
2/17/2025	Bank of America Corp DE	27,152	$1.18M	0.0%	-9.2%	0.331%
2/14/2025	Shaker Financial Services LLC	18,038	$0.78M	0.3%	-70.0%	0.220%
2/13/2025	Raymond James Financial Inc.	51,306	$2.23M	0.0%	N/A	0.626%
2/13/2025	Invesco Ltd.	24,944	$1.09M	0.0%	+40.6%	0.304%
2/13/2025	Wells Fargo & Company MN	72,665	$3.16M	0.0%	-2.5%	0.886%
2/12/2025	DKM Wealth Management Inc.	274,334	$11.93M	11.3%	N/A	3.346%
2/11/2025	Congress Wealth Management LLC DE	8,218	$0.36M	0.0%	N/A	0.100%
2/11/2025	LPL Financial LLC	7,431	$0.32M	0.0%	-20.0%	0.091%
2/11/2025	Pecaut & CO.	14,386	$0.63M	0.2%	-17.6%	0.175%
2/7/2025	Mesirow Financial Investment Management Inc.	77,073	$3.35M	0.1%	+0.8%	0.940%
2/6/2025	Raymond James Financial Inc.	51,306	$2.23M	0.0%	N/A	0.626%
2/6/2025	Jones Financial Companies Lllp	4,748	$0.21M	0.0%	N/A	0.058%
2/4/2025	Lake Street Advisors Group LLC	15,426	$0.71M	0.0%	+3.4%	0.188%
2/3/2025	Concurrent Investment Advisors LLC	16,366	$0.71M	0.0%	N/A	0.200%
2/3/2025	Private Advisor Group LLC	8,663	$0.38M	0.0%	-7.0%	0.106%
1/31/2025	Mraz Amerine & Associates Inc.	7,030	$0.31M	0.1%	-12.9%	0.086%
1/31/2025	D.A. Davidson & CO.	157,030	$6.83M	0.1%	+3.5%	1.915%
1/30/2025	Nations Financial Group Inc. IA ADV	7,834	$0.34M	0.0%	-5.4%	0.096%
1/15/2025	Chemistry Wealth Management LLC	57,566	$2.50M	0.6%	-7.5%	0.702%
1/15/2025	Hennion & Walsh Asset Management Inc.	26,081	$1.13M	0.1%	+77.6%	0.318%
1/14/2025	Park Avenue Securities LLC	17,416	$0.76M	0.0%	+6.7%	0.212%
11/25/2024	Sanctuary Advisors LLC	15,059	$0.67M	0.0%	+7.0%	0.184%
11/21/2024	Anchor Investment Management LLC	27,238	$1.21M	0.1%	-1.9%	0.332%
11/13/2024	D.A. Davidson & CO.	151,688	$6.75M	0.1%	+9.5%	1.850%
11/7/2024	Thrivent Financial for Lutherans	16,135	$0.72M	0.0%	+1.4%	0.197%
11/5/2024	Nations Financial Group Inc. IA ADV	8,283	$0.37M	0.0%	-8.8%	0.101%
11/2/2024	Mesirow Financial Investment Management Inc.	76,443	$3.40M	0.1%	+0.8%	0.932%
10/31/2024	Hara Capital LLC	83,395	$3.71M	2.3%	-2.5%	1.017%
10/31/2024	Shaker Financial Services LLC	60,101	$2.68M	1.0%	+1,227.3%	0.733%
10/23/2024	Lake Street Advisors Group LLC	14,915	$0.66M	0.0%	+58.3%	0.182%
10/23/2024	Mraz Amerine & Associates Inc.	8,070	$0.36M	0.1%	-9.7%	0.098%
10/23/2024	Hennion & Walsh Asset Management Inc.	14,689	$0.65M	0.0%	+220.2%	0.179%
10/22/2024	International Assets Investment Management LLC	22,040	$0.98M	0.0%	+4,352.5%	0.269%
10/22/2024	Private Advisor Group LLC	9,314	$0.42M	0.0%	+3.5%	0.114%
10/7/2024	Chemistry Wealth Management LLC	62,266	$2.77M	0.7%	-21.1%	0.759%
10/3/2024	Park Avenue Securities LLC	16,324	$0.73M	0.0%	-3.9%	0.199%
9/5/2024	Sanctuary Advisors LLC	14,071	$0.58M	0.0%	N/A	0.172%
8/9/2024	Mesirow Financial Investment Management Inc.	75,812	$3.36M	0.1%	+0.9%	0.925%
8/6/2024	Lake Street Advisors Group LLC	9,420	$0.42M	0.0%	N/A	0.115%
8/5/2024	Blue Bell Private Wealth Management LLC	1,774	$79K	0.0%	-53.4%	0.022%
8/3/2024	Shaker Financial Services LLC	4,528	$0.20M	0.1%	-86.2%	0.055%
8/1/2024	Mraz Amerine & Associates Inc.	8,937	$0.40M	0.1%	-7.7%	0.109%
8/1/2024	D.A. Davidson & CO.	138,536	$6.13M	0.1%	+9.1%	1.689%
7/31/2024	Baltimore Washington Financial Advisors Inc.	14,955	$0.66M	0.0%	N/A	0.182%
7/29/2024	Hara Capital LLC	85,551	$3.79M	2.4%	-1.7%	1.043%
7/29/2024	Nations Financial Group Inc. IA ADV	9,084	$0.40M	0.0%	-10.5%	0.111%
7/22/2024	Capital Investment Counsel Inc	10,018	$0.44M	0.1%	-4.8%	0.122%
7/20/2024	Hennion & Walsh Asset Management Inc.	4,587	$0.20M	0.0%	-79.0%	0.056%
7/19/2024	Raymond James & Associates	47,684	$2.11M	0.0%	-5.7%	0.582%
7/9/2024	Park Avenue Securities LLC	16,981	$0.75M	0.0%	-3.4%	0.207%
5/7/2024	Pecaut & CO.	22,939	$0.98M	0.4%	-31.6%	0.280%
5/1/2024	Janney Montgomery Scott LLC	5,541	$0.24M	0.0%	-6.6%	0.068%
5/1/2024	Private Advisor Group LLC	9,807	$0.42M	0.0%	N/A	0.120%
4/26/2024	Mesirow Financial Investment Management Inc.	75,172	$3.19M	0.1%	N/A	0.917%
4/24/2024	Blue Bell Private Wealth Management LLC	3,809	$0.16M	0.0%	-43.8%	0.046%
4/23/2024	Nations Financial Group Inc. IA ADV	10,150	$0.43M	0.0%	-6.4%	0.123%
4/17/2024	Hennion & Walsh Asset Management Inc.	21,858	$0.93M	0.0%	-5.1%	0.264%
4/15/2024	Chemistry Wealth Management LLC	101,733	$4.32M	1.2%	-22.4%	1.229%
4/10/2024	Park Avenue Securities LLC	17,582	$0.75M	0.0%	-1.4%	0.212%
3/14/2024	Leo Wealth LLC	5,107	$0.21M	0.0%	N/A	0.062%
2/13/2024	Belpointe Asset Management LLC	5,301	$0.21M	0.0%	N/A	0.064%
2/9/2024	Nations Financial Group Inc. IA ADV	10,846	$0.44M	0.0%	-2.3%	0.131%
2/9/2024	D.A. Davidson & CO.	123,103	$4.97M	0.0%	+6.6%	1.487%
2/7/2024	Cary Street Partners Investment Advisory LLC	5,450	$0.24M	0.0%	+45.3%	0.066%
2/7/2024	Pecaut & CO.	33,546	$1.35M	0.5%	-8.6%	0.405%
2/7/2024	Shaker Financial Services LLC	49,119	$1.98M	0.8%	-12.6%	0.593%
2/6/2024	Cullen Frost Bankers Inc.	886	$36K	0.0%	N/A	0.011%
2/5/2024	Cary Street Partners Investment Advisory LLC	5,450	$0.24M	0.1%	+45.3%	0.066%
2/5/2024	Capital Investment Counsel Inc	10,518	$0.43M	0.1%	-13.2%	0.127%
1/31/2024	Mraz Amerine & Associates Inc.	12,367	$0.50M	0.1%	-4.9%	0.149%
1/25/2024	International Assets Investment Management LLC	19,986	$0.81M	0.0%	N/A	0.241%
1/25/2024	Blue Bell Private Wealth Management LLC	6,772	$0.27M	0.1%	-19.1%	0.082%
1/24/2024	International Assets Investment Management LLC	19,986	$0.81M	0.0%	N/A	0.241%
1/16/2024	Raymond James & Associates	48,529	$1.96M	0.0%	+6.6%	0.586%
1/12/2024	Chemistry Wealth Management LLC	131,080	$5.29M	1.6%	-19.1%	1.583%
1/2/2024	Anchor Investment Management LLC	27,483	$1.11M	0.1%	N/A	0.332%
11/14/2023	AQR Arbitrage LLC	14,249	$0.55M	0.0%	+34.8%	0.172%
11/14/2023	Saba Capital Management L.P.	25,137	$0.97M	0.0%	-46.6%	0.304%
11/13/2023	Pecaut & CO.	36,718	$1.42M	0.6%	+1.4%	0.444%
11/13/2023	Mraz Amerine & Associates Inc.	13,007	$0.50M	0.1%	-21.8%	0.157%
11/8/2023	Baltimore Washington Financial Advisors Inc.	14,955	$0.58M	0.0%	N/A	0.181%
11/8/2023	D.A. Davidson & CO.	115,531	$4.46M	0.0%	+6.2%	1.395%
11/4/2023	NBC Securities Inc.	941	$36K	0.0%	N/A	0.011%
11/2/2023	Shaker Financial Services LLC	56,225	$2.17M	1.0%	-49.6%	0.679%
10/30/2023	Blue Bell Private Wealth Management LLC	8,369	$0.32M	0.1%	+5.1%	0.101%
10/26/2023	Park Avenue Securities LLC	18,907	$0.73M	0.0%	-3.2%	0.228%
10/24/2023	Raymond James Financial Services Advisors Inc.	6,625	$0.26M	0.0%	-42.2%	0.080%
10/24/2023	Raymond James & Associates	45,518	$1.76M	0.0%	+2.0%	0.550%
10/11/2023	Chemistry Wealth Management LLC	162,030	$6.25M	2.1%	-17.2%	1.957%
8/14/2023	CSS LLC IL	10,959	$0.42M	0.0%	N/A	0.132%
8/11/2023	D.A. Davidson & CO.	108,814	$4.17M	0.0%	+1.8%	1.314%
8/10/2023	Cary Street Partners Investment Advisory LLC	3,750	$0.14M	0.0%	+41.5%	0.045%
8/10/2023	US Bancorp DE	24,800	$0.95M	0.0%	+235.1%	0.300%
8/9/2023	Pecaut & CO.	36,219	$1.39M	0.6%	-5.2%	0.437%
8/8/2023	Blue Bell Private Wealth Management LLC	7,966	$0.31M	0.1%	+5.9%	0.096%
8/7/2023	Shaker Financial Services LLC	111,632	$4.28M	1.9%	-28.1%	1.348%
7/25/2023	Raymond James Financial Services Advisors Inc.	11,467	$0.44M	0.0%	-6.9%	0.138%
7/25/2023	Raymond James & Associates	44,640	$1.71M	0.0%	+1.8%	0.539%

Data available starting January 2016

See Full Table

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

Today's Range

Now: $41.63

$41.40

$41.93

50 Day Range

MA: $42.19

$41.26

$42.98

52 Week Range

Now: $41.63

$41.00

$47.91

Volume

19,241 shs

Average Volume

13,984 shs

Market Capitalization

$341.33 million

P/E Ratio

N/A

Dividend Yield

5.96%

Beta

0.64

Who are the company insiders with the largest holdings of Source Capital?: Source Capital's top insider shareholders include:
Mark L Lipson (Director)
Brian A Selmo (VP)
Ryan A Leggio (VP)
Sandra Brown (Director)
Learn More about top insider investors at Source Capital.