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SOR Insider Trading (Source Capital)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

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

Source Capital Share Price & Price History

^$45.64

▼ -0.27 (-0.59%)

As of 10/21/2021 05:00 PM ET

Days: 30 | 90 | 365

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Source Capital Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/2/2021	Ryan A Leggio	VP	Buy	1,000	$45.59	$45,590.00	2,700
10/1/2020	Mark L Lipson	Director	Buy	1,401	$37.10	$51,977.10	2,721
10/1/2020	Thomas H Atteberry	VP	Buy	1,725	$37.01	$63,842.25	8,125
9/30/2020	J Richard Atwood	President	Buy	2,000	$37.25	$74,500.00	27,880
9/29/2020	Brian A Selmo	VP	Buy	875	$36.50	$31,937.50	5,662
9/28/2020	Alfred E Osborne Jr	Director	Buy	750	$36.88	$27,660.00	1,000
9/28/2020	J Richard Atwood	President	Buy	1,000	$36.75	$36,750.00	25,775
9/25/2020	J Richard Atwood	President	Buy	1,100	$35.88	$39,468.00	24,775
9/25/2020	Thomas H Atteberry	VP	Buy	100	$36.04	$3,604.00	4,600
9/23/2020	Steven T Romick	VP	Buy	225	$36.59	$8,232.75	27,076
9/22/2020	J Richard Atwood	President	Buy	2,000	$36.18	$72,360.00	23,675
9/21/2020	Steven T Romick	VP	Buy	1,292	$36.35	$46,964.20	26,851
9/17/2020	Sandra Brown	Director	Buy	265	$37.46	$9,926.90	682
9/17/2020	Steven T Romick	VP	Buy	809	$36.99	$29,924.91	23,559
10/7/2019	Steven T Romick	VP	Buy	1,665	$36.30	$60,439.50

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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

Source Capital Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/21/2021	Park Avenue Securities LLC	22,362	$1M	0.0%	+5.7%	0.266%
8/23/2021	Morgan Stanley	32,681	$1.49M	0.0%	+2.5%	0.389%
8/17/2021	Wells Fargo & Company MN	42,182	$1.92M	0.0%	-4.4%	0.502%
8/17/2021	Walleye Capital LLC	16,937	$0.77M	0.0%	+233.7%	0.202%
8/17/2021	Walleye Trading LLC	5,399	$0.25M	0.0%	N/A	0.064%
8/16/2021	Bank of America Corp DE	40,278	$1.83M	0.0%	-15.9%	0.479%
8/16/2021	First Trust Advisors LP	86,174	$3.92M	0.0%	+4.8%	1.025%
8/16/2021	Royal Bank of Canada	3,663	$0.17M	0.0%	-8.5%	0.044%
8/16/2021	Morgan Stanley	32,681	$1.49M	0.0%	+2.5%	0.389%
8/12/2021	JPMorgan Chase & Co.	650	$30K	0.0%	N/A	0.008%
8/6/2021	HighTower Advisors LLC	8,286	$0.37M	0.0%	-52.8%	0.099%
8/5/2021	Park Avenue Securities LLC	21,150	$0.96M	0.0%	+2.7%	0.252%
8/4/2021	Envestnet Asset Management Inc.	21,440	$0.98M	0.0%	+3.8%	0.255%
8/4/2021	Shaker Financial Services LLC	145,588	$6.63M	2.5%	+46.4%	1.731%
8/3/2021	Mraz Amerine & Associates Inc.	33,001	$1.50M	0.4%	-4.5%	0.392%
7/31/2021	Litman Gregory Asset Management LLC	4,071	$0.41M	0.8%	-94.3%	0.048%
7/31/2021	AMI Investment Management Inc.	56,878	$2.59M	1.0%	-0.4%	0.676%
5/18/2021	Rivernorth Capital Management LLC	115,867	$5.07M	0.3%	-41.8%	1.379%
5/18/2021	Morgan Stanley	31,889	$1.40M	0.0%	+3.8%	0.379%
5/17/2021	Saba Capital Management L.P.	815,029	$35.66M	1.1%	+6.4%	9.697%
5/17/2021	Royal Bank of Canada	4,002	$0.18M	0.0%	+22.8%	0.048%
5/17/2021	Walleye Capital LLC	5,075	$0.22M	0.0%	N/A	0.060%
5/17/2021	Ameriprise Financial Inc.	151,779	$6.64M	0.0%	+1.6%	1.806%
5/14/2021	First Manhattan Co.	1,543	$67K	0.0%	+517.2%	0.018%
5/14/2021	Bulldog Investors LLP	221,586	$9.69M	2.8%	+12.6%	2.636%
5/13/2021	Wolverine Asset Management LLC	1,129	$49K	0.0%	N/A	0.013%
5/13/2021	Pecaut & CO.	67,866	$2.97M	2.1%	-3.5%	0.807%
5/10/2021	Litman Gregory Asset Management LLC	71,232	$3.12M	0.6%	+12.2%	0.847%
5/10/2021	HighTower Advisors LLC	17,563	$0.77M	0.0%	+3.6%	0.209%
5/10/2021	AMI Investment Management Inc.	57,126	$2.50M	1.0%	+0.7%	0.680%
5/7/2021	D.A. Davidson & CO.	75,877	$3.32M	0.0%	+3.2%	0.903%
5/4/2021	Envestnet Asset Management Inc.	20,652	$0.90M	0.0%	+3.3%	0.246%
4/28/2021	Park Avenue Securities LLC	20,593	$0.90M	0.0%	+3.5%	0.245%
4/26/2021	Mraz Amerine & Associates Inc.	34,574	$1.51M	0.4%	-9.2%	0.411%
2/12/2021	Raymond James Financial Services Advisors Inc.	13,903	$0.56M	0.0%	-2.6%	0.164%
2/11/2021	Mraz Amerine & Associates Inc.	38,087	$1.52M	0.5%	-5.4%	0.449%
2/10/2021	D.A. Davidson & CO.	73,530	$2.94M	0.0%	-0.5%	0.868%
2/10/2021	HighTower Advisors LLC	16,955	$0.68M	0.0%	-25.1%	0.200%
2/9/2021	Wells Fargo & Company MN	56,284	$2.25M	0.0%	-30.5%	0.664%
2/8/2021	AMI Investment Management Inc.	56,721	$2.26M	1.0%	+2.8%	0.669%
2/5/2021	Ropes Wealth Advisors LLC	1,457	$58K	0.0%	N/A	0.017%
2/5/2021	Litman Gregory Asset Management LLC	63,462	$2.53M	0.5%	+67.6%	0.749%
2/5/2021	US Bancorp DE	716	$29K	0.0%	-49.1%	0.008%
2/3/2021	Shaker Financial Services LLC	92,511	$3.69M	1.5%	N/A	1.091%
2/2/2021	First Trust Advisors LP	79,267	$3.16M	0.0%	-2.3%	0.935%
1/20/2021	Park Avenue Securities LLC	19,899	$0.79M	0.0%	+6.5%	0.235%
11/16/2020	Rivernorth Capital Management LLC	365,627	$13.47M	0.8%	+9.7%	4.314%
11/16/2020	CNH Partners LLC	9,969	$0.37M	0.0%	-3.3%	0.118%
11/16/2020	Saba Capital Management L.P.	661,889	$24.39M	1.0%	+271.7%	7.809%
11/13/2020	Morgan Stanley	31,636	$1.17M	0.0%	+7.4%	0.373%
11/13/2020	Guggenheim Capital LLC	6,138	$0.23M	0.0%	-9.4%	0.072%
11/5/2020	First Trust Advisors LP	81,133	$2.99M	0.0%	+0.9%	0.957%
11/5/2020	Wells Fargo & Company MN	80,934	$2.98M	0.0%	-35.7%	0.955%
11/4/2020	Financial Advocates Investment Management	5,787	$0.21M	0.0%	-17.8%	0.068%
11/3/2020	Park Avenue Securities LLC	18,684	$0.69M	0.0%	+11.2%	0.220%
11/3/2020	Mraz Amerine & Associates Inc.	40,276	$1.48M	0.6%	-11.2%	0.475%
11/3/2020	Litman Gregory Asset Management LLC	37,858	$1.40M	0.3%	N/A	0.447%
10/28/2020	AMI Investment Management Inc.	55,201	$2.03M	1.0%	+3.1%	0.651%
10/21/2020	Boenning & Scattergood Inc.	7,930	$0.29M	0.1%	+5.6%	0.094%
10/9/2020	Envestnet Asset Management Inc.	18,817	$0.69M	0.0%	+11.1%	0.222%
8/17/2020	CNH Partners LLC	10,306	$0.34M	0.0%	+36.4%	0.122%
8/14/2020	Bank of America Corp DE	44,665	$1.48M	0.0%	-24.3%	0.527%
8/13/2020	Pecaut & CO.	76,028	$2.52M	2.0%	-14.0%	0.897%
8/12/2020	Thomas J. Herzfeld Advisors Inc.	26,689	$0.96M	0.5%	-53.3%	0.315%
8/11/2020	Cornerstone Advisors LLC	79,733	$2.64M	0.2%	+17.3%	0.940%
8/10/2020	Doliver Advisors LP	11,656	$0.39M	0.2%	N/A	0.138%
8/10/2020	D.A. Davidson & CO.	73,863	$2.44M	0.0%	+2.0%	0.871%
8/10/2020	HighTower Advisors LLC	25,683	$0.85M	0.0%	-12.5%	0.303%
8/7/2020	US Bancorp DE	1,406	$47K	0.0%	+96.4%	0.017%
8/6/2020	Shaker Financial Services LLC	106,605	$3.53M	1.9%	+159.8%	1.258%
8/5/2020	RMB Capital Management LLC	15,809	$0.52M	0.0%	N/A	0.187%
7/31/2020	UBS Group AG	5,094	$0.17M	0.0%	-79.8%	0.060%
7/30/2020	Blue Bell Private Wealth Management LLC	985	$30K	0.0%	+68.4%	0.012%
7/30/2020	Park Avenue Securities LLC	16,805	$0.56M	0.0%	N/A	0.198%
7/29/2020	Mraz Amerine & Associates Inc.	45,351	$1.50M	0.6%	-2.6%	0.535%
7/22/2020	First Trust Advisors LP	80,407	$2.66M	0.0%	+5.7%	0.948%
7/17/2020	Raymond James Financial Services Advisors Inc.	14,181	$0.47M	0.0%	-2.5%	0.167%
7/8/2020	Envestnet Asset Management Inc.	16,933	$0.56M	0.0%	+20.9%	0.200%
6/2/2020	Guggenheim Capital LLC	8,757	$0.27M	0.0%	+52.2%	0.103%
5/21/2020	HighTower Advisors LLC	29,350	$0.91M	0.0%	-5.1%	0.346%
5/18/2020	Saba Capital Management L.P.	178,066	$5.47M	0.3%	N/A	2.100%
5/18/2020	RiverNorth Capital Management LLC	263,148	$8.08M	0.5%	+28.1%	3.105%
5/18/2020	Advisor Group Holdings Inc.	6,199	$0.18M	0.0%	N/A	0.073%
5/14/2020	AMI Investment Management Inc.	56,966	$1.75M	1.0%	+2.8%	0.672%
5/14/2020	Wells Fargo & Company MN	132,676	$4.07M	0.0%	+28.3%	1.565%
5/13/2020	Thomas J. Herzfeld Advisors Inc.	57,208	$1.76M	0.9%	-27.8%	0.675%
5/12/2020	Pecaut & CO.	88,392	$2.71M	2.5%	-0.6%	1.043%
5/12/2020	Shepherd Kaplan Krochuk LLC	13,330	$0.41M	0.7%	-9.1%	0.157%
5/6/2020	First Trust Advisors LP	76,041	$2.33M	0.0%	+27.9%	0.897%
5/6/2020	Mraz Amerine & Associates Inc.	46,562	$1.43M	0.6%	-7.3%	0.549%
5/5/2020	D.A. Davidson & CO.	72,413	$2.22M	0.0%	-1.9%	0.854%
5/1/2020	Shaker Financial Services LLC	41,033	$1.26M	0.9%	-67.6%	0.484%
5/1/2020	UBS Group AG	25,223	$0.77M	0.0%	-7.4%	0.297%
4/23/2020	Envestnet Asset Management Inc.	14,001	$0.43M	0.0%	+13.6%	0.165%
4/21/2020	Raymond James Financial Services Advisors Inc.	14,545	$0.45M	0.0%	-6.4%	0.172%
4/15/2020	Breiter Capital Management Inc.	6,660	$0.20M	0.2%	-17.4%	0.079%
4/13/2020	Boenning & Scattergood Inc.	7,482	$0.23M	0.1%	+7.7%	0.088%
2/26/2020	Sunbelt Securities Inc.	416	$4.02M	0.0%	N/A	0.005%
2/20/2020	Geode Capital Management LLC	57,897	$2.24M	0.0%	-20.2%	0.680%
2/17/2020	Ladenburg Thalmann Financial Services Inc.	2,567	$99K	0.0%	+15.2%	0.030%

Data available starting January 2016

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: $45.64

$45.46

$46.39

50 Day Range

MA: $45.50

$44.34

$46.58

52 Week Range

Now: $45.64

$35.00

$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:
J Richard Atwood (President)
Steven T Romick (VP)
Thomas H Atteberry (VP)
Brian A Selmo (VP)
Mark L Lipson (Director)
Ryan A Leggio (VP)
Alfred E Osborne Jr (Director)
Sandra Brown (Director)
Who are the major institutional investors of Source Capital?: Source Capital's top institutional investors include:
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:
Park Avenue Securities LLC
During the previous year, these company insiders have bought Source Capital stock:
J Richard Atwood (President)
Steven T Romick (VP)
Thomas H Atteberry (VP)
Brian A Selmo (VP)
Mark L Lipson (Director)
Ryan A Leggio (VP)
Alfred E Osborne Jr (Director)
Sandra Brown (Director)

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