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SOR Insider Trading (Source Capital)

Insider Ownership Percentage: 76.97%
Insider Buying (Last 12 Months): $45,590.00
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: $45.64
Price Change: Price Decrease of -0.27 (-0.59%)
As of 10/21/2021 05:00 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
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
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Insider Selling at Source Capital?
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SEC Filings (Institutional Ownership Changes) for Source Capital (NYSE:SOR)

19.97% 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
10/21/2021Park Avenue Securities LLC22,362$1M0.0%+5.7%0.266%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley32,681$1.49M0.0%+2.5%0.389%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN42,182$1.92M0.0%-4.4%0.502%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
8/16/2021Royal Bank of Canada3,663$0.17M0.0%-8.5%0.044%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley32,681$1.49M0.0%+2.5%0.389%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
11/16/2020Saba Capital Management L.P.661,889$24.39M1.0%+271.7%7.809%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley31,636$1.17M0.0%+7.4%0.373%Search for SEC Filing on Google Icon
11/13/2020Guggenheim Capital LLC6,138$0.23M0.0%-9.4%0.072%Search for SEC Filing on Google Icon
11/5/2020First Trust Advisors LP81,133$2.99M0.0%+0.9%0.957%Search for SEC Filing on Google Icon
11/5/2020Wells Fargo & Company MN80,934$2.98M0.0%-35.7%0.955%Search for SEC Filing on Google Icon
11/4/2020Financial Advocates Investment Management5,787$0.21M0.0%-17.8%0.068%Search for SEC Filing on Google Icon
11/3/2020Park Avenue Securities LLC18,684$0.69M0.0%+11.2%0.220%Search for SEC Filing on Google Icon
11/3/2020Mraz Amerine & Associates Inc.40,276$1.48M0.6%-11.2%0.475%Search for SEC Filing on Google Icon
11/3/2020Litman Gregory Asset Management LLC37,858$1.40M0.3%N/A0.447%Search for SEC Filing on Google Icon
10/28/2020AMI Investment Management Inc.55,201$2.03M1.0%+3.1%0.651%Search for SEC Filing on Google Icon
10/21/2020Boenning & Scattergood Inc.7,930$0.29M0.1%+5.6%0.094%Search for SEC Filing on Google Icon
10/9/2020Envestnet Asset Management Inc.18,817$0.69M0.0%+11.1%0.222%Search for SEC Filing on Google Icon
8/17/2020CNH Partners LLC10,306$0.34M0.0%+36.4%0.122%Search for SEC Filing on Google Icon
8/14/2020Bank of America Corp DE44,665$1.48M0.0%-24.3%0.527%Search for SEC Filing on Google Icon
8/13/2020Pecaut & CO.76,028$2.52M2.0%-14.0%0.897%Search for SEC Filing on Google Icon
8/12/2020Thomas J. Herzfeld Advisors Inc.26,689$0.96M0.5%-53.3%0.315%Search for SEC Filing on Google Icon
8/11/2020Cornerstone Advisors LLC79,733$2.64M0.2%+17.3%0.940%Search for SEC Filing on Google Icon
8/10/2020Doliver Advisors LP11,656$0.39M0.2%N/A0.138%Search for SEC Filing on Google Icon
8/10/2020D.A. Davidson & CO.73,863$2.44M0.0%+2.0%0.871%Search for SEC Filing on Google Icon
8/10/2020HighTower Advisors LLC25,683$0.85M0.0%-12.5%0.303%Search for SEC Filing on Google Icon
8/7/2020US Bancorp DE1,406$47K0.0%+96.4%0.017%Search for SEC Filing on Google Icon
8/6/2020Shaker Financial Services LLC106,605$3.53M1.9%+159.8%1.258%Search for SEC Filing on Google Icon
8/5/2020RMB Capital Management LLC15,809$0.52M0.0%N/A0.187%Search for SEC Filing on Google Icon
7/31/2020UBS Group AG5,094$0.17M0.0%-79.8%0.060%Search for SEC Filing on Google Icon
7/30/2020Blue Bell Private Wealth Management LLC985$30K0.0%+68.4%0.012%Search for SEC Filing on Google Icon
7/30/2020Park Avenue Securities LLC16,805$0.56M0.0%N/A0.198%Search for SEC Filing on Google Icon
7/29/2020Mraz Amerine & Associates Inc.45,351$1.50M0.6%-2.6%0.535%Search for SEC Filing on Google Icon
7/22/2020First Trust Advisors LP80,407$2.66M0.0%+5.7%0.948%Search for SEC Filing on Google Icon
7/17/2020Raymond James Financial Services Advisors Inc.14,181$0.47M0.0%-2.5%0.167%Search for SEC Filing on Google Icon
7/8/2020Envestnet Asset Management Inc.16,933$0.56M0.0%+20.9%0.200%Search for SEC Filing on Google Icon
6/2/2020Guggenheim Capital LLC8,757$0.27M0.0%+52.2%0.103%Search for SEC Filing on Google Icon
5/21/2020HighTower Advisors LLC29,350$0.91M0.0%-5.1%0.346%Search for SEC Filing on Google Icon
5/18/2020Saba Capital Management L.P.178,066$5.47M0.3%N/A2.100%Search for SEC Filing on Google Icon
5/18/2020RiverNorth Capital Management LLC263,148$8.08M0.5%+28.1%3.105%Search for SEC Filing on Google Icon
5/18/2020Advisor Group Holdings Inc.6,199$0.18M0.0%N/A0.073%Search for SEC Filing on Google Icon
5/14/2020AMI Investment Management Inc.56,966$1.75M1.0%+2.8%0.672%Search for SEC Filing on Google Icon
5/14/2020Wells Fargo & Company MN132,676$4.07M0.0%+28.3%1.565%Search for SEC Filing on Google Icon
5/13/2020Thomas J. Herzfeld Advisors Inc.57,208$1.76M0.9%-27.8%0.675%Search for SEC Filing on Google Icon
5/12/2020Pecaut & CO.88,392$2.71M2.5%-0.6%1.043%Search for SEC Filing on Google Icon
5/12/2020Shepherd Kaplan Krochuk LLC13,330$0.41M0.7%-9.1%0.157%Search for SEC Filing on Google Icon
5/6/2020First Trust Advisors LP76,041$2.33M0.0%+27.9%0.897%Search for SEC Filing on Google Icon
5/6/2020Mraz Amerine & Associates Inc.46,562$1.43M0.6%-7.3%0.549%Search for SEC Filing on Google Icon
5/5/2020D.A. Davidson & CO.72,413$2.22M0.0%-1.9%0.854%Search for SEC Filing on Google Icon
5/1/2020Shaker Financial Services LLC41,033$1.26M0.9%-67.6%0.484%Search for SEC Filing on Google Icon
5/1/2020UBS Group AG25,223$0.77M0.0%-7.4%0.297%Search for SEC Filing on Google Icon
4/23/2020Envestnet Asset Management Inc.14,001$0.43M0.0%+13.6%0.165%Search for SEC Filing on Google Icon
4/21/2020Raymond James Financial Services Advisors Inc.14,545$0.45M0.0%-6.4%0.172%Search for SEC Filing on Google Icon
4/15/2020Breiter Capital Management Inc.6,660$0.20M0.2%-17.4%0.079%Search for SEC Filing on Google Icon
4/13/2020Boenning & Scattergood Inc.7,482$0.23M0.1%+7.7%0.088%Search for SEC Filing on Google Icon
2/26/2020Sunbelt Securities Inc.416$4.02M0.0%N/A0.005%Search for SEC Filing on Google Icon
2/20/2020Geode Capital Management LLC57,897$2.24M0.0%-20.2%0.680%Search for SEC Filing on Google Icon
2/17/2020Ladenburg Thalmann Financial Services Inc.2,567$99K0.0%+15.2%0.030%Search for SEC Filing on Google Icon
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.
Read More on Source Capital

Today's Range

Now: $45.64
Low: $45.46
High: $46.39

50 Day Range

MA: $45.50
Low: $44.34
High: $46.58

52 Week Range

Now: $45.64
Low: $35.00
High: $47.50

Volume

3,591 shs

Average Volume

11,146 shs

Market Capitalization

$383.60 million

P/E Ratio

N/A

Dividend Yield

4.14%

Beta

0.82

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. Steven T Romick (VP)
  3. Thomas H Atteberry (VP)
  4. Brian A Selmo (VP)
  5. Mark L Lipson (Director)
  6. Ryan A Leggio (VP)
  7. Alfred E Osborne Jr (Director)
  8. Sandra Brown (Director)

Who are the major institutional investors of Source Capital?

Source Capital's top institutional investors include:
  1. Park Avenue Securities LLC — 0.27%

Which major investors are buying Source Capital stock?

Within the last quarter, SOR stock was acquired by institutional investors including:
  1. Park Avenue Securities LLC
During the previous year, these company insiders have bought Source Capital stock:
  1. J Richard Atwood (President)
  2. Steven T Romick (VP)
  3. Thomas H Atteberry (VP)
  4. Brian A Selmo (VP)
  5. Mark L Lipson (Director)
  6. Ryan A Leggio (VP)
  7. Alfred E Osborne Jr (Director)
  8. Sandra Brown (Director)
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