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SOR Insider Trading

Insider Ownership Percentage: 76.97%
Insider Buying (Last 12 Months): $15,024.44
Insider Selling (Last 12 Months): $0.00

Source Capital Insider Trading History Chart

This chart shows the insider buying and selling history at Source Capital by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Source Capital Share Price & Price History

Current Price: $44.18
Price Change: ▲ Price Increase of +0.36 (0.82%)
As of 10/30/2024 12:35 PM ET

This chart shows the closing price history over time for SOR up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Source Capital Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/1/2024Sandra BrownDirectorBuy373$40.28$15,024.44373View SEC Filing Icon  
6/1/2023Brian A SelmoVPBuy400$37.82$15,128.005,187View SEC Filing Icon  
6/1/2023Mark L LipsonDirectorBuy1,315$37.90$49,838.506,761View SEC Filing Icon  
4/3/2023Ryan A. LeggioVPBuy500$37.81$18,905.004,500View SEC Filing Icon  
10/3/2022Mark L LipsonDirectorBuy1,400$35.64$49,896.005,446View SEC Filing Icon  
7/1/2022Mark L LipsonDirectorBuy1,325$37.83$50,124.754,046View SEC Filing Icon  
6/2/2022Ryan A. LeggioVPBuy1,000$39.55$39,550.004,000View SEC Filing Icon  
2/1/2022Ryan A. LeggioVPBuy300$42.69$12,807.00View SEC Filing Icon  
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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

This chart shows the instiutional buying and selling at SOR by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Source Capital Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024Lake Street Advisors Group LLC14,915$0.66M0.0%+58.3%0.182%Search for SEC Filing on Google Icon
10/23/2024Mraz Amerine & Associates Inc.8,070$0.36M0.1%-9.7%0.098%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.14,689$0.65M0.0%+220.2%0.179%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC22,040$0.98M0.0%+4,352.5%0.269%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC9,314$0.42M0.0%+3.5%0.114%Search for SEC Filing on Google Icon
10/7/2024Chemistry Wealth Management LLC62,266$2.77M0.7%-21.1%0.759%Search for SEC Filing on Google Icon
10/3/2024Park Avenue Securities LLC16,324$0.73M0.0%-3.9%0.199%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC14,071$0.58M0.0%N/A0.172%Search for SEC Filing on Google Icon
8/9/2024Mesirow Financial Investment Management Inc.75,812$3.36M0.1%+0.9%0.925%Search for SEC Filing on Google Icon
8/6/2024Lake Street Advisors Group LLC9,420$0.42M0.0%N/A0.115%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC1,774$79K0.0%-53.4%0.022%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC4,528$0.20M0.1%-86.2%0.055%Search for SEC Filing on Google Icon
8/1/2024Mraz Amerine & Associates Inc.8,937$0.40M0.1%-7.7%0.109%Search for SEC Filing on Google Icon
8/1/2024D.A. Davidson & CO.138,536$6.13M0.1%+9.1%1.689%Search for SEC Filing on Google Icon
7/31/2024Baltimore Washington Financial Advisors Inc.14,955$0.66M0.0%N/A0.182%Search for SEC Filing on Google Icon
7/29/2024Hara Capital LLC85,551$3.79M2.4%-1.7%1.043%Search for SEC Filing on Google Icon
7/29/2024Nations Financial Group Inc. IA ADV9,084$0.40M0.0%-10.5%0.111%Search for SEC Filing on Google Icon
7/22/2024Capital Investment Counsel Inc10,018$0.44M0.1%-4.8%0.122%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.4,587$0.20M0.0%-79.0%0.056%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates47,684$2.11M0.0%-5.7%0.582%Search for SEC Filing on Google Icon
7/9/2024Park Avenue Securities LLC16,981$0.75M0.0%-3.4%0.207%Search for SEC Filing on Google Icon
5/7/2024Pecaut & CO.22,939$0.98M0.4%-31.6%0.280%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC5,541$0.24M0.0%-6.6%0.068%Search for SEC Filing on Google Icon
5/1/2024Private Advisor Group LLC9,807$0.42M0.0%N/A0.120%Search for SEC Filing on Google Icon
4/26/2024Mesirow Financial Investment Management Inc.75,172$3.19M0.1%N/A0.917%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC3,809$0.16M0.0%-43.8%0.046%Search for SEC Filing on Google Icon
4/23/2024Nations Financial Group Inc. IA ADV10,150$0.43M0.0%-6.4%0.123%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.21,858$0.93M0.0%-5.1%0.264%Search for SEC Filing on Google Icon
4/15/2024Chemistry Wealth Management LLC101,733$4.32M1.2%-22.4%1.229%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC17,582$0.75M0.0%-1.4%0.212%Search for SEC Filing on Google Icon
3/14/2024Leo Wealth LLC5,107$0.21M0.0%N/A0.062%Search for SEC Filing on Google Icon
2/13/2024Belpointe Asset Management LLC5,301$0.21M0.0%N/A0.064%Search for SEC Filing on Google Icon
2/9/2024Nations Financial Group Inc. IA ADV10,846$0.44M0.0%-2.3%0.131%Search for SEC Filing on Google Icon
2/9/2024D.A. Davidson & CO.123,103$4.97M0.0%+6.6%1.487%Search for SEC Filing on Google Icon
2/7/2024Cary Street Partners Investment Advisory LLC5,450$0.24M0.0%+45.3%0.066%Search for SEC Filing on Google Icon
2/7/2024Pecaut & CO.33,546$1.35M0.5%-8.6%0.405%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC49,119$1.98M0.8%-12.6%0.593%Search for SEC Filing on Google Icon
2/6/2024Cullen Frost Bankers Inc.886$36K0.0%N/A0.011%Search for SEC Filing on Google Icon
2/5/2024Cary Street Partners Investment Advisory LLC5,450$0.24M0.1%+45.3%0.066%Search for SEC Filing on Google Icon
2/5/2024Capital Investment Counsel Inc10,518$0.43M0.1%-13.2%0.127%Search for SEC Filing on Google Icon
1/31/2024Mraz Amerine & Associates Inc.12,367$0.50M0.1%-4.9%0.149%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC19,986$0.81M0.0%N/A0.241%Search for SEC Filing on Google Icon
1/25/2024Blue Bell Private Wealth Management LLC6,772$0.27M0.1%-19.1%0.082%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC19,986$0.81M0.0%N/A0.241%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates48,529$1.96M0.0%+6.6%0.586%Search for SEC Filing on Google Icon
1/12/2024Chemistry Wealth Management LLC131,080$5.29M1.6%-19.1%1.583%Search for SEC Filing on Google Icon
1/2/2024Anchor Investment Management LLC27,483$1.11M0.1%N/A0.332%Search for SEC Filing on Google Icon
11/14/2023AQR Arbitrage LLC14,249$0.55M0.0%+34.8%0.172%Search for SEC Filing on Google Icon
11/14/2023Saba Capital Management L.P.25,137$0.97M0.0%-46.6%0.304%Search for SEC Filing on Google Icon
11/13/2023Pecaut & CO.36,718$1.42M0.6%+1.4%0.444%Search for SEC Filing on Google Icon
11/13/2023Mraz Amerine & Associates Inc.13,007$0.50M0.1%-21.8%0.157%Search for SEC Filing on Google Icon
11/8/2023Baltimore Washington Financial Advisors Inc.14,955$0.58M0.0%N/A0.181%Search for SEC Filing on Google Icon
11/8/2023D.A. Davidson & CO.115,531$4.46M0.0%+6.2%1.395%Search for SEC Filing on Google Icon
11/4/2023NBC Securities Inc.941$36K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC56,225$2.17M1.0%-49.6%0.679%Search for SEC Filing on Google Icon
10/30/2023Blue Bell Private Wealth Management LLC8,369$0.32M0.1%+5.1%0.101%Search for SEC Filing on Google Icon
10/26/2023Park Avenue Securities LLC18,907$0.73M0.0%-3.2%0.228%Search for SEC Filing on Google Icon
10/24/2023Raymond James Financial Services Advisors Inc.6,625$0.26M0.0%-42.2%0.080%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates45,518$1.76M0.0%+2.0%0.550%Search for SEC Filing on Google Icon
10/11/2023Chemistry Wealth Management LLC162,030$6.25M2.1%-17.2%1.957%Search for SEC Filing on Google Icon
8/14/2023CSS LLC IL10,959$0.42M0.0%N/A0.132%Search for SEC Filing on Google Icon
8/11/2023D.A. Davidson & CO.108,814$4.17M0.0%+1.8%1.314%Search for SEC Filing on Google Icon
8/10/2023Cary Street Partners Investment Advisory LLC3,750$0.14M0.0%+41.5%0.045%Search for SEC Filing on Google Icon
8/10/2023US Bancorp DE24,800$0.95M0.0%+235.1%0.300%Search for SEC Filing on Google Icon
8/9/2023Pecaut & CO.36,219$1.39M0.6%-5.2%0.437%Search for SEC Filing on Google Icon
8/8/2023Blue Bell Private Wealth Management LLC7,966$0.31M0.1%+5.9%0.096%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC111,632$4.28M1.9%-28.1%1.348%Search for SEC Filing on Google Icon
7/25/2023Raymond James Financial Services Advisors Inc.11,467$0.44M0.0%-6.9%0.138%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates44,640$1.71M0.0%+1.8%0.539%Search for SEC Filing on Google Icon
7/14/2023Park Avenue Securities LLC19,536$0.75M0.0%-8.9%0.236%Search for SEC Filing on Google Icon
7/13/2023Chemistry Wealth Management LLC195,769$7.50M2.4%-19.9%2.364%Search for SEC Filing on Google Icon
5/8/2023Shaker Financial Services LLC155,302$5.87M2.6%+169.7%1.876%Search for SEC Filing on Google Icon
5/8/2023Blue Bell Private Wealth Management LLC7,523$0.28M0.1%+2,558.3%0.091%Search for SEC Filing on Google Icon
4/25/2023D.A. Davidson & CO.106,886$4.04M0.0%+6.9%1.291%Search for SEC Filing on Google Icon
4/20/2023Mraz Amerine & Associates Inc.19,144$0.72M0.2%-8.5%0.229%Search for SEC Filing on Google Icon
4/18/2023Park Avenue Securities LLC21,439$0.81M0.0%-9.7%0.256%Search for SEC Filing on Google Icon
4/14/2023Raymond James Financial Services Advisors Inc.12,323$0.47M0.0%+3.0%0.147%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates43,857$1.66M0.0%+1.7%0.524%Search for SEC Filing on Google Icon
4/10/2023Chemistry Wealth Management LLC244,435$9.24M3.2%-18.1%2.920%Search for SEC Filing on Google Icon
3/1/2023Lakewood Asset Management LLC4,156$0.16M0.1%N/A0.050%Search for SEC Filing on Google Icon
2/10/2023Evoke Wealth LLC5,450$0.21M0.0%N/A0.065%Search for SEC Filing on Google Icon
2/9/2023Elequin Securities LLC736$28K0.0%N/A0.009%Search for SEC Filing on Google Icon
2/9/2023First Trust Advisors LP86,404$3.34M0.0%-1.1%1.032%Search for SEC Filing on Google Icon
2/8/2023Raymond James Financial Services Advisors Inc.11,962$0.46M0.0%-13.8%0.143%Search for SEC Filing on Google Icon
2/8/2023Raymond James & Associates43,145$1.67M0.0%+3.1%0.515%Search for SEC Filing on Google Icon
2/8/2023Belpointe Asset Management LLC1,383$53K0.0%N/A0.017%Search for SEC Filing on Google Icon
2/3/2023Shaker Financial Services LLC57,573$2.23M1.0%-58.4%0.688%Search for SEC Filing on Google Icon
2/3/2023D.A. Davidson & CO.99,941$3.86M0.0%+9.4%1.194%Search for SEC Filing on Google Icon
1/26/2023GraniteShares Advisors LLC61,211$2.37M2.0%N/A0.731%Search for SEC Filing on Google Icon
1/18/2023Chemistry Wealth Management LLC298,624$11.55M4.5%-3.3%3.566%Search for SEC Filing on Google Icon
1/12/2023Mraz Amerine & Associates Inc.20,924$0.81M0.2%-2.2%0.250%Search for SEC Filing on Google Icon
1/12/2023Hennion & Walsh Asset Management Inc.24,112$0.93M0.1%-3.3%0.288%Search for SEC Filing on Google Icon
11/16/2022Saba Capital Management L.P.234,661$8.21M0.1%-42.3%2.804%Search for SEC Filing on Google Icon
11/14/2022Nations Financial Group Inc. IA ADV13,061$0.46M0.1%N/A0.156%Search for SEC Filing on Google Icon
11/14/2022Hennion & Walsh Asset Management Inc.24,945$0.87M0.1%+79.8%0.298%Search for SEC Filing on Google Icon
11/9/2022Shaker Financial Services LLC138,476$4.85M2.4%+52.4%1.654%Search for SEC Filing on Google Icon
11/9/2022Pecaut & CO.42,331$1.48M0.8%-12.1%0.506%Search for SEC Filing on Google Icon
11/7/2022D.A. Davidson & CO.91,360$3.20M0.0%+6.1%1.091%Search for SEC Filing on Google Icon
11/1/2022Park Avenue Securities LLC23,978$0.84M0.0%-3.3%0.286%Search for SEC Filing on Google Icon
10/27/2022US Bancorp DE7,400$0.26M0.0%-7.7%0.088%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Source Capital logo
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.
Read More on Source Capital

Today's Range

Now: $44.18
Low: $43.77
High: $44.20

50 Day Range

MA: $44.10
Low: $43.45
High: $44.99

52 Week Range

Now: $44.18
Low: $37.61
High: $47.91

Volume

3,339 shs

Average Volume

12,768 shs

Market Capitalization

$362.28 million

P/E Ratio

N/A

Dividend Yield

5.71%

Beta

0.67

Who are the company insiders with the largest holdings of Source Capital?

Source Capital's top insider shareholders include:
  1. Mark L Lipson (Director)
  2. Brian A Selmo (VP)
  3. Ryan A Leggio (VP)
  4. Sandra Brown (Director)
Learn More about top insider investors at Source Capital.

Who are the major institutional investors of Source Capital?

Source Capital's top institutional investors include:
  1. Chemistry Wealth Management LLC — 0.76%
  2. International Assets Investment Management LLC — 0.27%
  3. Park Avenue Securities LLC — 0.20%
  4. Lake Street Advisors Group LLC — 0.18%
  5. Hennion & Walsh Asset Management Inc. — 0.18%
  6. Private Advisor Group LLC — 0.11%
Learn More about top institutional investors of Source Capital stock.

Which major investors are selling Source Capital stock?

In the previous quarter, SOR stock was sold by these institutional investors:
  1. Chemistry Wealth Management LLC
  2. Mraz Amerine & Associates Inc.
  3. Park Avenue Securities LLC

Which major investors are buying Source Capital stock?

In the last quarter, SOR stock was bought by institutional investors including:
  1. International Assets Investment Management LLC
  2. Hennion & Walsh Asset Management Inc.
  3. Lake Street Advisors Group LLC
  4. Private Advisor Group LLC
Within the previous year, these company insiders have bought Source Capital stock:
  1. Mark L Lipson (Director)
  2. Brian A Selmo (VP)
  3. Ryan A Leggio (VP)
  4. Sandra Brown (Director)
Learn More investors buying Source Capital stock.
We recommended Nvidia in 2016, now we’re recommending this…
From Porter & Company   |   Ad
The AI boom is just getting started. And the real wealth has still to be made…
You must read this new presentation from Porter Stansberry.