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SOR Insider Trading

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

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: $47.52
Price Change: ▼ Price Decrease of -1.18 (-2.42%)
As of 12/4/2025 04:59 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

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  
See Full Table

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
11/17/2025NewEdge Advisors LLC7,334$0.33M0.0%+4.3%0.089%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE15,152$0.68M0.0%-39.4%0.184%Search for SEC Filing on Google Icon
11/17/2025Anchor Investment Management LLC31,374$1.41M0.1%-2.8%0.381%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.45,562$2.05M0.0%-1.0%0.554%Search for SEC Filing on Google Icon
11/13/2025Baltimore Washington Financial Advisors Inc.17,955$0.81M0.0%+20.1%0.218%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP72,869$3.28M0.0%+5.4%0.885%Search for SEC Filing on Google Icon
11/10/2025Cary Street Partners Financial LLC4,836$0.22M0.0%N/A0.059%Search for SEC Filing on Google Icon
11/10/2025EverSource Wealth Advisors LLC4,916$0.22M0.0%N/A0.060%Search for SEC Filing on Google Icon
11/7/2025Cornerstone Advisors LLC17,703$0.80M0.0%+4.5%0.215%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.1,724$78K0.0%+30.9%0.021%Search for SEC Filing on Google Icon
11/6/2025Assetmark Inc.3,093$0.14M0.0%+56.0%0.038%Search for SEC Filing on Google Icon
11/6/2025Mraz Amerine & Associates Inc.4,667$0.21M0.0%-9.7%0.057%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.18,321$0.83M0.0%-1.6%0.223%Search for SEC Filing on Google Icon
11/3/2025Pecaut & CO.13,165$0.59M0.2%-10.9%0.160%Search for SEC Filing on Google Icon
10/31/2025NWF Advisory Services Inc.17,574$0.79M0.1%-8.4%0.214%Search for SEC Filing on Google Icon
10/31/2025Capital Investment Counsel Inc10,018$0.45M0.1%N/A0.122%Search for SEC Filing on Google Icon
10/30/2025Hara Capital LLC109,344$4.92M2.9%+1.7%1.329%Search for SEC Filing on Google Icon
10/23/2025Park Avenue Securities LLC15,724$0.71M0.0%-4.0%0.191%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC9,251$0.42M0.1%-84.8%0.112%Search for SEC Filing on Google Icon
10/22/2025Hennion & Walsh Asset Management Inc.32,766$1.48M0.1%-0.9%0.398%Search for SEC Filing on Google Icon
10/22/2025D.A. Davidson & CO.170,091$7.66M0.0%-1.2%2.068%Search for SEC Filing on Google Icon
10/20/2025Chemistry Wealth Management LLC25,079$1.13M0.2%-48.7%0.305%Search for SEC Filing on Google Icon
10/10/2025DKM Wealth Management Inc.285,637$12.86M10.3%+1.5%3.472%Search for SEC Filing on Google Icon
10/10/2025Sound Income Strategies LLC1,308$60K0.0%N/A0.016%Search for SEC Filing on Google Icon
9/9/2025NWF Advisory Services Inc.19,196$0.83M0.1%-16.2%0.233%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.11,811$0.51M0.0%+120.1%0.144%Search for SEC Filing on Google Icon
8/19/2025Anchor Investment Management LLC32,285$1.40M0.1%+6.4%0.392%Search for SEC Filing on Google Icon
8/15/2025Hara Capital LLC107,537$4.66M2.9%+50.3%1.307%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE25,009$1.08M0.0%-3.6%0.304%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.46,000$2M0.0%+4.9%0.559%Search for SEC Filing on Google Icon
8/13/2025First Trust Advisors LP69,152$3M0.0%+2.0%0.841%Search for SEC Filing on Google Icon
8/8/2025Cornerstone Advisors LLC16,942$0.74M0.0%+487.9%0.206%Search for SEC Filing on Google Icon
8/5/2025Shaker Financial Services LLC60,873$2.64M0.9%+128.9%0.740%Search for SEC Filing on Google Icon
8/4/2025Wolverine Asset Management LLC13,285$0.58M0.0%N/A0.162%Search for SEC Filing on Google Icon
8/4/2025Mesirow Financial Investment Management Inc.77,195$3.35M0.1%-0.4%0.938%Search for SEC Filing on Google Icon
8/4/2025Assetmark Inc.1,983$86K0.0%+258.6%0.024%Search for SEC Filing on Google Icon
8/1/2025Envestnet Asset Management Inc.18,613$0.81M0.0%-6.4%0.226%Search for SEC Filing on Google Icon
7/30/2025D.A. Davidson & CO.172,148$7.47M0.1%+0.6%2.092%Search for SEC Filing on Google Icon
7/23/2025Mraz Amerine & Associates Inc.5,171$0.22M0.0%-18.3%0.063%Search for SEC Filing on Google Icon
7/15/2025DKM Wealth Management Inc.281,443$12.20M10.5%+2.0%3.420%Search for SEC Filing on Google Icon
7/14/2025Park Avenue Securities LLC16,386$0.71M0.0%-4.2%0.199%Search for SEC Filing on Google Icon
7/8/2025Chemistry Wealth Management LLC48,855$2.12M0.5%-7.4%0.594%Search for SEC Filing on Google Icon
5/20/2025Anchor Investment Management LLC30,352$1.26M0.1%+10.8%0.369%Search for SEC Filing on Google Icon
5/19/2025Smith Asset Management Co. LLC27,291$1.13M1.1%N/A0.332%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada13,569$0.56M0.0%-20.0%0.165%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.25,729$1.07M0.0%+3.1%0.313%Search for SEC Filing on Google Icon
5/9/2025Cornerstone Advisors LLC2,882$0.12M0.0%N/A0.035%Search for SEC Filing on Google Icon
5/9/2025Shaker Financial Services LLC26,591$1.10M0.4%+47.4%0.323%Search for SEC Filing on Google Icon
5/8/2025Mesirow Financial Investment Management Inc.77,535$3.22M0.1%+0.6%0.943%Search for SEC Filing on Google Icon
5/5/2025Private Advisor Group LLC7,484$0.31M0.0%-13.6%0.091%Search for SEC Filing on Google Icon
4/30/2025Mraz Amerine & Associates Inc.6,330$0.26M0.0%-10.0%0.077%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.19,896$0.83M0.0%N/A0.242%Search for SEC Filing on Google Icon
4/28/2025D.A. Davidson & CO.171,106$7.10M0.1%+9.0%2.080%Search for SEC Filing on Google Icon
4/14/2025Park Avenue Securities LLC17,099$0.71M0.0%-1.8%0.209%Search for SEC Filing on Google Icon
4/11/2025Chemistry Wealth Management LLC52,768$2.19M0.5%-8.3%0.644%Search for SEC Filing on Google Icon
4/10/2025Hennion & Walsh Asset Management Inc.32,305$1.34M0.1%+23.9%0.394%Search for SEC Filing on Google Icon
4/9/2025NBC Securities Inc.976$40K0.0%N/A0.012%Search for SEC Filing on Google Icon
3/14/2025Hara Capital LLC71,623$3.12M2.0%-14.1%0.873%Search for SEC Filing on Google Icon
2/17/2025Cary Street Partners Financial LLC5,556$0.24M0.0%N/A0.068%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE27,152$1.18M0.0%-9.2%0.331%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC18,038$0.78M0.3%-70.0%0.220%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.24,944$1.09M0.0%+40.6%0.304%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN72,665$3.16M0.0%-2.5%0.886%Search for SEC Filing on Google Icon
2/12/2025DKM Wealth Management Inc.274,334$11.93M11.3%N/A3.346%Search for SEC Filing on Google Icon
2/11/2025Congress Wealth Management LLC DE8,218$0.36M0.0%N/A0.100%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC7,431$0.32M0.0%-20.0%0.091%Search for SEC Filing on Google Icon
2/11/2025Pecaut & CO.14,386$0.63M0.2%-17.6%0.175%Search for SEC Filing on Google Icon
2/7/2025Mesirow Financial Investment Management Inc.77,073$3.35M0.1%+0.8%0.940%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.51,306$2.23M0.0%N/A0.626%Search for SEC Filing on Google Icon
2/6/2025Jones Financial Companies Lllp4,748$0.21M0.0%N/A0.058%Search for SEC Filing on Google Icon
2/4/2025Lake Street Advisors Group LLC15,426$0.71M0.0%+3.4%0.188%Search for SEC Filing on Google Icon
2/3/2025Concurrent Investment Advisors LLC16,366$0.71M0.0%N/A0.200%Search for SEC Filing on Google Icon
2/3/2025Private Advisor Group LLC8,663$0.38M0.0%-7.0%0.106%Search for SEC Filing on Google Icon
1/31/2025Mraz Amerine & Associates Inc.7,030$0.31M0.1%-12.9%0.086%Search for SEC Filing on Google Icon
1/31/2025D.A. Davidson & CO.157,030$6.83M0.1%+3.5%1.915%Search for SEC Filing on Google Icon
1/30/2025Nations Financial Group Inc. IA ADV7,834$0.34M0.0%-5.4%0.096%Search for SEC Filing on Google Icon
1/15/2025Chemistry Wealth Management LLC57,566$2.50M0.6%-7.5%0.702%Search for SEC Filing on Google Icon
1/15/2025Hennion & Walsh Asset Management Inc.26,081$1.13M0.1%+77.6%0.318%Search for SEC Filing on Google Icon
1/14/2025Park Avenue Securities LLC17,416$0.76M0.0%+6.7%0.212%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC15,059$0.67M0.0%+7.0%0.184%Search for SEC Filing on Google Icon
11/21/2024Anchor Investment Management LLC27,238$1.21M0.1%-1.9%0.332%Search for SEC Filing on Google Icon
11/13/2024D.A. Davidson & CO.151,688$6.75M0.1%+9.5%1.850%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans16,135$0.72M0.0%+1.4%0.197%Search for SEC Filing on Google Icon
11/5/2024Nations Financial Group Inc. IA ADV8,283$0.37M0.0%-8.8%0.101%Search for SEC Filing on Google Icon
11/2/2024Mesirow Financial Investment Management Inc.76,443$3.40M0.1%+0.8%0.932%Search for SEC Filing on Google Icon
10/31/2024Hara Capital LLC83,395$3.71M2.3%-2.5%1.017%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC60,101$2.68M1.0%+1,227.3%0.733%Search for SEC Filing on Google Icon
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
Data available starting January 2016

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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: $47.52
Low: $47.50
High: $48.70

50 Day Range

MA: $45.95
Low: $44.75
High: $48.74

52 Week Range

Now: $47.52
Low: $38.66
High: $50.41

Volume

6,999 shs

Average Volume

7,593 shs

Market Capitalization

$391.09 million

P/E Ratio

N/A

Dividend Yield

5.13%

Beta

0.53

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

Source Capital's top insider shareholders include:
  1. 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. DKM Wealth Management Inc. — 3.47%
  2. D.A. Davidson & CO. — 2.07%
  3. Hara Capital LLC — 1.33%
  4. First Trust Advisors LP — 0.89%
  5. Raymond James Financial Inc. — 0.55%
  6. Hennion & Walsh Asset Management Inc. — 0.40%
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. Shaker Financial Services LLC
  2. Chemistry Wealth Management LLC
  3. Bank of America Corp DE
  4. D.A. Davidson & CO.
  5. NWF Advisory Services Inc.
  6. Pecaut & CO.
  7. Anchor Investment Management LLC
  8. 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. Capital Investment Counsel Inc
  2. EverSource Wealth Advisors LLC
  3. Cary Street Partners Financial LLC
  4. DKM Wealth Management Inc.
  5. First Trust Advisors LP
  6. Baltimore Washington Financial Advisors Inc.
  7. Hara Capital LLC
  8. Sound Income Strategies LLC