SOR Insider Trading

Insider Ownership Percentage: 76.97%
Insider Buying (Last 12 Months): $102,481.75
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: $34.75
Price Change: Price Decrease of -0.06 (-0.17%)
As of 09/27/2022 01:00 AM 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
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  
6/2/2021Ryan A. LeggioVPBuy1,000$45.59$45,590.002,700View SEC Filing Icon  
10/1/2020Mark L LipsonDirectorBuy1,401$37.10$51,977.102,721View SEC Filing Icon  
10/1/2020Thomas H AtteberryVPBuy1,725$37.01$63,842.258,125View SEC Filing Icon  
9/30/2020J Richard AtwoodPresidentBuy2,000$37.25$74,500.0027,880View SEC Filing Icon  
9/29/2020Brian A SelmoVPBuy875$36.50$31,937.505,662View SEC Filing Icon  
9/28/2020Alfred E Osborne JrDirectorBuy750$36.88$27,660.001,000View SEC Filing Icon  
9/28/2020J Richard AtwoodPresidentBuy1,000$36.75$36,750.0025,775View SEC Filing Icon  
9/25/2020J Richard AtwoodPresidentBuy1,100$35.88$39,468.0024,775View SEC Filing Icon  
9/25/2020Thomas H AtteberryVPBuy100$36.04$3,604.004,600View SEC Filing Icon  
9/23/2020Steven T RomickVPBuy225$36.59$8,232.7527,076View SEC Filing Icon  
9/22/2020J Richard AtwoodPresidentBuy2,000$36.18$72,360.0023,675View SEC Filing Icon  
9/21/2020Steven T RomickVPBuy1,292$36.35$46,964.2026,851View SEC Filing Icon  
9/17/2020Sandra BrownDirectorBuy265$37.46$9,926.90682View SEC Filing Icon  
9/17/2020Steven T RomickVPBuy809$36.99$29,924.9123,559View SEC Filing Icon  
10/7/2019Steven T RomickVPBuy1,665$36.30$60,439.50
See Full Table

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

21.99% 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
8/13/2022Next Level Private LLC311,465$11.63M4.4%N/A3.721%Search for SEC Filing on Google Icon
8/13/2022Wells Fargo & Company MN63,977$2.39M0.0%+12.0%0.764%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC5,864$0.22M0.0%N/A0.070%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG3,213$0.12M0.0%-14.3%0.038%Search for SEC Filing on Google Icon
8/4/2022Steward Partners Investment Advisory LLC3,775$0.14M0.0%N/A0.045%Search for SEC Filing on Google Icon
8/4/2022Pecaut & CO.48,152$1.80M1.0%-1.2%0.575%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.25,979$0.97M0.0%+1.0%0.310%Search for SEC Filing on Google Icon
8/3/2022Janney Montgomery Scott LLC6,082$0.23M0.0%N/A0.073%Search for SEC Filing on Google Icon
8/1/2022Shaker Financial Services LLC90,864$3.39M1.6%-46.9%1.085%Search for SEC Filing on Google Icon
7/28/2022D.A. Davidson & CO.86,121$3.22M0.0%+1.6%1.028%Search for SEC Filing on Google Icon
7/27/2022Mraz Amerine & Associates Inc.22,129$0.83M0.2%-11.7%0.264%Search for SEC Filing on Google Icon
7/21/2022Litman Gregory Wealth Management LLC141,447$5.28M0.8%+8.6%1.690%Search for SEC Filing on Google Icon
7/19/2022Hennion & Walsh Asset Management Inc.13,876$0.52M0.0%N/A0.166%Search for SEC Filing on Google Icon
5/17/2022Saba Capital Management L.P.505,981$21.25M0.3%-22.5%6.042%Search for SEC Filing on Google Icon
5/13/2022First Trust Advisors LP92,945$3.90M0.0%-0.6%1.110%Search for SEC Filing on Google Icon
5/12/2022D.A. Davidson & CO.84,738$3.56M0.0%+4.1%1.012%Search for SEC Filing on Google Icon
5/12/2022HighTower Advisors LLC4,740$0.20M0.0%-8.4%0.057%Search for SEC Filing on Google Icon
5/11/2022Raymond James Financial Services Advisors Inc.11,375$0.48M0.0%+2.5%0.136%Search for SEC Filing on Google Icon
5/11/2022Raymond James & Associates40,877$1.72M0.0%+2.2%0.488%Search for SEC Filing on Google Icon
5/10/2022Pecaut & CO.48,750$2.05M1.0%-2.6%0.582%Search for SEC Filing on Google Icon
5/6/2022Shaker Financial Services LLC171,162$7.19M2.7%+11.6%2.045%Search for SEC Filing on Google Icon
5/5/2022Chemistry Wealth Management LLC314,368$13.20M4.5%N/A3.756%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.6,908$12.84M0.0%-3.8%0.083%Search for SEC Filing on Google Icon
5/4/2022Envestnet Asset Management Inc.25,710$1.08M0.0%+3.9%0.307%Search for SEC Filing on Google Icon
5/4/2022Litman Gregory Wealth Management LLC130,253$5.47M0.8%+20.2%1.556%Search for SEC Filing on Google Icon
5/2/2022Jones Financial Companies Lllp3,450$0.15M0.0%N/A0.041%Search for SEC Filing on Google Icon
4/29/2022Park Avenue Securities LLC25,025$1.05M0.0%+3.8%0.299%Search for SEC Filing on Google Icon
4/22/2022Mraz Amerine & Associates Inc.25,048$1.05M0.3%-16.0%0.299%Search for SEC Filing on Google Icon
3/3/2022Walleye Capital LLC10,535$0.46M0.0%-29.9%0.125%Search for SEC Filing on Google Icon
2/15/2022Saba Capital Management L.P.652,619$28.20M0.4%-19.9%7.765%Search for SEC Filing on Google Icon
2/15/2022Cary Street Partners Investment Advisory LLC5,450$0.24M0.1%N/A0.065%Search for SEC Filing on Google Icon
2/11/2022Pecaut & CO.50,048$2.16M1.1%-19.8%0.595%Search for SEC Filing on Google Icon
2/10/2022Litman Gregory Wealth Management LLC108,393$4.68M0.8%+18.6%1.290%Search for SEC Filing on Google Icon
2/10/2022HighTower Advisors LLC5,172$0.22M0.0%-19.4%0.062%Search for SEC Filing on Google Icon
2/8/2022Raymond James Financial Services Advisors Inc.11,101$0.48M0.0%+6.7%0.132%Search for SEC Filing on Google Icon
2/8/2022Raymond James & Associates39,992$1.73M0.0%N/A0.476%Search for SEC Filing on Google Icon
2/8/2022First Trust Advisors LP93,529$4.04M0.0%+5.2%1.113%Search for SEC Filing on Google Icon
2/7/2022Shaker Financial Services LLC153,371$6.63M2.3%+10.7%1.825%Search for SEC Filing on Google Icon
2/4/2022Envestnet Asset Management Inc.24,734$1.07M0.0%+9.0%0.294%Search for SEC Filing on Google Icon
2/3/2022Advisor Group Holdings Inc.7,181$0.31M0.0%+4.9%0.085%Search for SEC Filing on Google Icon
2/2/2022Capital Investment Counsel Inc12,234$0.53M0.1%N/A0.146%Search for SEC Filing on Google Icon
1/31/2022D.A. Davidson & CO.81,434$3.52M0.0%+5.6%0.969%Search for SEC Filing on Google Icon
1/28/2022Widmann Financial Services Inc.600$25K0.0%N/A0.007%Search for SEC Filing on Google Icon
1/27/2022Janney Montgomery Scott LLC5,822$0.25M0.0%-12.7%0.069%Search for SEC Filing on Google Icon
1/14/2022Mraz Amerine & Associates Inc.29,830$1.29M0.3%-6.4%0.355%Search for SEC Filing on Google Icon
12/8/2021Moors & Cabot Inc.60,000$64K0.0%N/A0.714%Search for SEC Filing on Google Icon
11/15/2021Guggenheim Capital LLC5,304$0.24M0.0%-6.2%0.063%Search for SEC Filing on Google Icon
11/15/2021HighTower Advisors LLC6,420$0.28M0.0%-22.5%0.076%Search for SEC Filing on Google Icon
11/10/2021US Bancorp DE7,516$0.34M0.0%+949.7%0.089%Search for SEC Filing on Google Icon
11/8/2021Mraz Amerine & Associates Inc.31,862$1.42M0.4%-3.5%0.379%Search for SEC Filing on Google Icon
11/5/2021Moors & Cabot Inc.60,000$64K0.0%N/A0.714%Search for SEC Filing on Google Icon
11/5/2021Pecaut & CO.62,401$2.79M1.7%-8.1%0.742%Search for SEC Filing on Google Icon
11/4/2021Financial Advocates Investment Management12,844$0.65M0.0%N/A0.153%Search for SEC Filing on Google Icon
11/3/2021Litman Gregory Wealth Management LLC91,357$4.08M0.8%+2,144.1%1.086%Search for SEC Filing on Google Icon
11/2/2021Shaker Financial Services LLC138,562$6.18M2.5%-4.8%1.649%Search for SEC Filing on Google Icon
10/29/2021Janney Montgomery Scott LLC6,667$0.30M0.0%+8.2%0.079%Search for SEC Filing on Google Icon
10/21/2021Park Avenue Securities LLC22,362$1M0.0%+5.7%0.266%Search for SEC Filing on Google Icon
8/17/2021Walleye Capital LLC16,937$0.77M0.0%+233.7%0.202%Search for SEC Filing on Google Icon
8/17/2021Walleye Trading LLC5,399$0.25M0.0%N/A0.064%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE40,278$1.83M0.0%-15.9%0.479%Search for SEC Filing on Google Icon
8/16/2021First Trust Advisors LP86,174$3.92M0.0%+4.8%1.025%Search for SEC Filing on Google Icon
8/12/2021JPMorgan Chase & Co.650$30K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/6/2021HighTower Advisors LLC8,286$0.37M0.0%-52.8%0.099%Search for SEC Filing on Google Icon
8/5/2021Park Avenue Securities LLC21,150$0.96M0.0%+2.7%0.252%Search for SEC Filing on Google Icon
8/4/2021Envestnet Asset Management Inc.21,440$0.98M0.0%+3.8%0.255%Search for SEC Filing on Google Icon
8/4/2021Shaker Financial Services LLC145,588$6.63M2.5%+46.4%1.731%Search for SEC Filing on Google Icon
8/3/2021Mraz Amerine & Associates Inc.33,001$1.50M0.4%-4.5%0.392%Search for SEC Filing on Google Icon
7/31/2021Litman Gregory Asset Management LLC4,071$0.41M0.8%-94.3%0.048%Search for SEC Filing on Google Icon
7/31/2021AMI Investment Management Inc.56,878$2.59M1.0%-0.4%0.676%Search for SEC Filing on Google Icon
5/18/2021Rivernorth Capital Management LLC115,867$5.07M0.3%-41.8%1.379%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley31,889$1.40M0.0%+3.8%0.379%Search for SEC Filing on Google Icon
5/17/2021Saba Capital Management L.P.815,029$35.66M1.1%+6.4%9.697%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada4,002$0.18M0.0%+22.8%0.048%Search for SEC Filing on Google Icon
5/17/2021Walleye Capital LLC5,075$0.22M0.0%N/A0.060%Search for SEC Filing on Google Icon
5/17/2021Ameriprise Financial Inc.151,779$6.64M0.0%+1.6%1.806%Search for SEC Filing on Google Icon
5/14/2021First Manhattan Co.1,543$67K0.0%+517.2%0.018%Search for SEC Filing on Google Icon
5/14/2021Bulldog Investors LLP221,586$9.69M2.8%+12.6%2.636%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC1,129$49K0.0%N/A0.013%Search for SEC Filing on Google Icon
5/13/2021Pecaut & CO.67,866$2.97M2.1%-3.5%0.807%Search for SEC Filing on Google Icon
5/10/2021Litman Gregory Asset Management LLC71,232$3.12M0.6%+12.2%0.847%Search for SEC Filing on Google Icon
5/10/2021HighTower Advisors LLC17,563$0.77M0.0%+3.6%0.209%Search for SEC Filing on Google Icon
5/10/2021AMI Investment Management Inc.57,126$2.50M1.0%+0.7%0.680%Search for SEC Filing on Google Icon
5/7/2021D.A. Davidson & CO.75,877$3.32M0.0%+3.2%0.903%Search for SEC Filing on Google Icon
5/4/2021Envestnet Asset Management Inc.20,652$0.90M0.0%+3.3%0.246%Search for SEC Filing on Google Icon
4/28/2021Park Avenue Securities LLC20,593$0.90M0.0%+3.5%0.245%Search for SEC Filing on Google Icon
4/26/2021Mraz Amerine & Associates Inc.34,574$1.51M0.4%-9.2%0.411%Search for SEC Filing on Google Icon
2/12/2021Raymond James Financial Services Advisors Inc.13,903$0.56M0.0%-2.6%0.164%Search for SEC Filing on Google Icon
2/11/2021Mraz Amerine & Associates Inc.38,087$1.52M0.5%-5.4%0.449%Search for SEC Filing on Google Icon
2/10/2021D.A. Davidson & CO.73,530$2.94M0.0%-0.5%0.868%Search for SEC Filing on Google Icon
2/10/2021HighTower Advisors LLC16,955$0.68M0.0%-25.1%0.200%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN56,284$2.25M0.0%-30.5%0.664%Search for SEC Filing on Google Icon
2/8/2021AMI Investment Management Inc.56,721$2.26M1.0%+2.8%0.669%Search for SEC Filing on Google Icon
2/5/2021Ropes Wealth Advisors LLC1,457$58K0.0%N/A0.017%Search for SEC Filing on Google Icon
2/5/2021Litman Gregory Asset Management LLC63,462$2.53M0.5%+67.6%0.749%Search for SEC Filing on Google Icon
2/5/2021US Bancorp DE716$29K0.0%-49.1%0.008%Search for SEC Filing on Google Icon
2/3/2021Shaker Financial Services LLC92,511$3.69M1.5%N/A1.091%Search for SEC Filing on Google Icon
2/2/2021First Trust Advisors LP79,267$3.16M0.0%-2.3%0.935%Search for SEC Filing on Google Icon
1/20/2021Park Avenue Securities LLC19,899$0.79M0.0%+6.5%0.235%Search for SEC Filing on Google Icon
11/16/2020Rivernorth Capital Management LLC365,627$13.47M0.8%+9.7%4.314%Search for SEC Filing on Google Icon
11/16/2020CNH Partners LLC9,969$0.37M0.0%-3.3%0.118%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: $34.75
Low: $34.43
High: $35.20

50 Day Range

MA: $37.77
Low: $34.75
High: $39.68

52 Week Range

Now: $34.75
Low: $34.43
High: $47.30

Volume

8,012 shs

Average Volume

10,664 shs

Market Capitalization

$290.86 million

P/E Ratio

N/A

Dividend Yield

6.38%

Beta

0.77

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

Source Capital's top insider shareholders include:
  1. J Richard Atwood (President)
  2. Thomas H Atteberry (VP)
  3. Brian A Selmo (VP)
  4. Mark L Lipson (Director)
  5. Ryan A Leggio (VP)
  6. Alfred E Osborne Jr (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. Next Level Private LLC — 3.72%
  2. Litman Gregory Wealth Management LLC — 1.69%
  3. Shaker Financial Services LLC — 1.09%
  4. D.A. Davidson & CO. — 1.03%
  5. Wells Fargo & Company MN — 0.76%
  6. Pecaut & CO. — 0.58%
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. Mraz Amerine & Associates Inc.
  3. Pecaut & CO.
  4. UBS Group AG

Which major investors are buying Source Capital stock?

In the last quarter, SOR stock was bought by institutional investors including:
  1. Next Level Private LLC
  2. Hennion & Walsh Asset Management Inc.
  3. Litman Gregory Wealth Management LLC
  4. Wells Fargo & Company MN
  5. Janney Montgomery Scott LLC
  6. LPL Financial LLC
  7. Steward Partners Investment Advisory LLC
  8. D.A. Davidson & CO.
Within the previous year, these company insiders have bought Source Capital stock:
  1. J Richard Atwood (President)
  2. Thomas H Atteberry (VP)
  3. Brian A Selmo (VP)
  4. Mark L Lipson (Director)
  5. Ryan A Leggio (VP)
  6. Alfred E Osborne Jr (Director)
Learn More investors buying Source Capital stock.