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SOR Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 76.97%

Insider Buying (Last 12 Months): $79,990.94

Insider Selling (Last 12 Months): $0.00

Source Capital Insider Trading History Chart

Source Capital Share Price & Price History

^$41.51

▼ -0.28 (-0.67%)

As of 04/25/2024 01:20 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
2/1/2024	Sandra Brown	Director	Buy	373	$40.28	$15,024.44	373
6/1/2023	Brian A Selmo	VP	Buy	400	$37.82	$15,128.00	5,187
6/1/2023	Mark L Lipson	Director	Buy	1,315	$37.90	$49,838.50	6,761
4/3/2023	Ryan A. Leggio	VP	Buy	500	$37.81	$18,905.00	4,500
10/3/2022	Mark L Lipson	Director	Buy	1,400	$35.64	$49,896.00	5,446
7/1/2022	Mark L Lipson	Director	Buy	1,325	$37.83	$50,124.75	4,046
6/2/2022	Ryan A. Leggio	VP	Buy	1,000	$39.55	$39,550.00	4,000
2/1/2022	Ryan A. Leggio	VP	Buy	300	$42.69	$12,807.00
6/2/2021	Ryan A. Leggio	VP	Buy	1,000	$45.59	$45,590.00	2,700

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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

Source Capital Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/24/2024	Blue Bell Private Wealth Management LLC	3,809	$0.16M	0.0%	-43.8%	0.046%
4/23/2024	Nations Financial Group Inc. IA ADV	10,150	$0.43M	0.0%	-6.4%	0.123%
4/17/2024	Hennion & Walsh Asset Management Inc.	21,858	$0.93M	0.0%	-5.1%	0.264%
4/15/2024	Chemistry Wealth Management LLC	101,733	$4.32M	1.2%	-22.4%	1.229%
4/10/2024	Park Avenue Securities LLC	17,582	$0.75M	0.0%	-1.4%	0.212%
3/14/2024	Leo Wealth LLC	5,107	$0.21M	0.0%	N/A	0.062%
2/13/2024	Belpointe Asset Management LLC	5,301	$0.21M	0.0%	N/A	0.064%
2/9/2024	Nations Financial Group Inc. IA ADV	10,846	$0.44M	0.0%	-2.3%	0.131%
2/9/2024	D.A. Davidson & CO.	123,103	$4.97M	0.0%	+6.6%	1.487%
2/7/2024	Cary Street Partners Investment Advisory LLC	5,450	$0.24M	0.0%	+45.3%	0.066%
2/7/2024	Pecaut & CO.	33,546	$1.35M	0.5%	-8.6%	0.405%
2/7/2024	Shaker Financial Services LLC	49,119	$1.98M	0.8%	-12.6%	0.593%
2/6/2024	Cullen Frost Bankers Inc.	886	$36K	0.0%	N/A	0.011%
2/5/2024	Cary Street Partners Investment Advisory LLC	5,450	$0.24M	0.1%	+45.3%	0.066%
2/5/2024	Capital Investment Counsel Inc	10,518	$0.43M	0.1%	-13.2%	0.127%
1/31/2024	Mraz Amerine & Associates Inc.	12,367	$0.50M	0.1%	-4.9%	0.149%
1/25/2024	International Assets Investment Management LLC	19,986	$0.81M	0.0%	N/A	0.241%
1/25/2024	Blue Bell Private Wealth Management LLC	6,772	$0.27M	0.1%	-19.1%	0.082%
1/24/2024	International Assets Investment Management LLC	19,986	$0.81M	0.0%	N/A	0.241%
1/16/2024	Raymond James & Associates	48,529	$1.96M	0.0%	+6.6%	0.586%
1/12/2024	Chemistry Wealth Management LLC	131,080	$5.29M	1.6%	-19.1%	1.583%
1/2/2024	Anchor Investment Management LLC	27,483	$1.11M	0.1%	N/A	0.332%
11/14/2023	AQR Arbitrage LLC	14,249	$0.55M	0.0%	+34.8%	0.172%
11/14/2023	Saba Capital Management L.P.	25,137	$0.97M	0.0%	-46.6%	0.304%
11/13/2023	Pecaut & CO.	36,718	$1.42M	0.6%	+1.4%	0.444%
11/13/2023	Mraz Amerine & Associates Inc.	13,007	$0.50M	0.1%	-21.8%	0.157%
11/8/2023	Baltimore Washington Financial Advisors Inc.	14,955	$0.58M	0.0%	N/A	0.181%
11/8/2023	D.A. Davidson & CO.	115,531	$4.46M	0.0%	+6.2%	1.395%
11/4/2023	NBC Securities Inc.	941	$36K	0.0%	N/A	0.011%
11/2/2023	Shaker Financial Services LLC	56,225	$2.17M	1.0%	-49.6%	0.679%
10/30/2023	Blue Bell Private Wealth Management LLC	8,369	$0.32M	0.1%	+5.1%	0.101%
10/26/2023	Park Avenue Securities LLC	18,907	$0.73M	0.0%	-3.2%	0.228%
10/24/2023	Raymond James Financial Services Advisors Inc.	6,625	$0.26M	0.0%	-42.2%	0.080%
10/24/2023	Raymond James & Associates	45,518	$1.76M	0.0%	+2.0%	0.550%
10/11/2023	Chemistry Wealth Management LLC	162,030	$6.25M	2.1%	-17.2%	1.957%
8/14/2023	CSS LLC IL	10,959	$0.42M	0.0%	N/A	0.132%
8/11/2023	D.A. Davidson & CO.	108,814	$4.17M	0.0%	+1.8%	1.314%
8/10/2023	Cary Street Partners Investment Advisory LLC	3,750	$0.14M	0.0%	+41.5%	0.045%
8/10/2023	US Bancorp DE	24,800	$0.95M	0.0%	+235.1%	0.300%
8/9/2023	Pecaut & CO.	36,219	$1.39M	0.6%	-5.2%	0.437%
8/8/2023	Blue Bell Private Wealth Management LLC	7,966	$0.31M	0.1%	+5.9%	0.096%
8/7/2023	Shaker Financial Services LLC	111,632	$4.28M	1.9%	-28.1%	1.348%
7/25/2023	Raymond James Financial Services Advisors Inc.	11,467	$0.44M	0.0%	-6.9%	0.138%
7/25/2023	Raymond James & Associates	44,640	$1.71M	0.0%	+1.8%	0.539%
7/14/2023	Park Avenue Securities LLC	19,536	$0.75M	0.0%	-8.9%	0.236%
7/13/2023	Chemistry Wealth Management LLC	195,769	$7.50M	2.4%	-19.9%	2.364%
5/8/2023	Shaker Financial Services LLC	155,302	$5.87M	2.6%	+169.7%	1.876%
5/8/2023	Blue Bell Private Wealth Management LLC	7,523	$0.28M	0.1%	+2,558.3%	0.091%
4/25/2023	D.A. Davidson & CO.	106,886	$4.04M	0.0%	+6.9%	1.291%
4/20/2023	Mraz Amerine & Associates Inc.	19,144	$0.72M	0.2%	-8.5%	0.229%
4/18/2023	Park Avenue Securities LLC	21,439	$0.81M	0.0%	-9.7%	0.256%
4/14/2023	Raymond James Financial Services Advisors Inc.	12,323	$0.47M	0.0%	+3.0%	0.147%
4/14/2023	Raymond James & Associates	43,857	$1.66M	0.0%	+1.7%	0.524%
4/10/2023	Chemistry Wealth Management LLC	244,435	$9.24M	3.2%	-18.1%	2.920%
3/1/2023	Lakewood Asset Management LLC	4,156	$0.16M	0.1%	N/A	0.050%
2/10/2023	Evoke Wealth LLC	5,450	$0.21M	0.0%	N/A	0.065%
2/9/2023	Elequin Securities LLC	736	$28K	0.0%	N/A	0.009%
2/9/2023	First Trust Advisors LP	86,404	$3.34M	0.0%	-1.1%	1.032%
2/8/2023	Raymond James Financial Services Advisors Inc.	11,962	$0.46M	0.0%	-13.8%	0.143%
2/8/2023	Raymond James & Associates	43,145	$1.67M	0.0%	+3.1%	0.515%
2/8/2023	Belpointe Asset Management LLC	1,383	$53K	0.0%	N/A	0.017%
2/3/2023	Shaker Financial Services LLC	57,573	$2.23M	1.0%	-58.4%	0.688%
2/3/2023	D.A. Davidson & CO.	99,941	$3.86M	0.0%	+9.4%	1.194%
1/26/2023	GraniteShares Advisors LLC	61,211	$2.37M	2.0%	N/A	0.731%
1/18/2023	Chemistry Wealth Management LLC	298,624	$11.55M	4.5%	-3.3%	3.566%
1/12/2023	Mraz Amerine & Associates Inc.	20,924	$0.81M	0.2%	-2.2%	0.250%
1/12/2023	Hennion & Walsh Asset Management Inc.	24,112	$0.93M	0.1%	-3.3%	0.288%
11/16/2022	Saba Capital Management L.P.	234,661	$8.21M	0.1%	-42.3%	2.804%
11/14/2022	Nations Financial Group Inc. IA ADV	13,061	$0.46M	0.1%	N/A	0.156%
11/14/2022	Hennion & Walsh Asset Management Inc.	24,945	$0.87M	0.1%	+79.8%	0.298%
11/9/2022	Shaker Financial Services LLC	138,476	$4.85M	2.4%	+52.4%	1.654%
11/9/2022	Pecaut & CO.	42,331	$1.48M	0.8%	-12.1%	0.506%
11/7/2022	D.A. Davidson & CO.	91,360	$3.20M	0.0%	+6.1%	1.091%
11/1/2022	Park Avenue Securities LLC	23,978	$0.84M	0.0%	-3.3%	0.286%
10/27/2022	US Bancorp DE	7,400	$0.26M	0.0%	-7.7%	0.088%
10/25/2022	Mraz Amerine & Associates Inc.	21,394	$0.75M	0.2%	-3.3%	0.255%
10/25/2022	Raymond James & Associates	41,849	$1.47M	0.0%	-2.1%	0.500%
10/25/2022	Raymond James Financial Services Advisors Inc.	13,880	$0.49M	0.0%	+22.0%	0.166%
10/21/2022	Chemistry Wealth Management LLC	308,680	$10.80M	4.3%	-0.9%	3.686%
8/13/2022	Next Level Private LLC	311,465	$11.63M	4.4%	N/A	3.721%
8/4/2022	Steward Partners Investment Advisory LLC	3,775	$0.14M	0.0%	N/A	0.045%
8/4/2022	Pecaut & CO.	48,152	$1.80M	1.0%	-1.2%	0.575%
8/3/2022	Envestnet Asset Management Inc.	25,979	$0.97M	0.0%	+1.0%	0.310%
8/3/2022	Janney Montgomery Scott LLC	6,082	$0.23M	0.0%	N/A	0.073%
8/1/2022	Shaker Financial Services LLC	90,864	$3.39M	1.6%	-46.9%	1.085%
7/28/2022	D.A. Davidson & CO.	86,121	$3.22M	0.0%	+1.6%	1.028%
7/27/2022	Mraz Amerine & Associates Inc.	22,129	$0.83M	0.2%	-11.7%	0.264%
7/21/2022	Litman Gregory Wealth Management LLC	141,447	$5.28M	0.8%	+8.6%	1.690%
7/19/2022	Hennion & Walsh Asset Management Inc.	13,876	$0.52M	0.0%	N/A	0.166%
5/17/2022	Saba Capital Management L.P.	505,981	$21.25M	0.3%	-22.5%	6.042%
5/12/2022	D.A. Davidson & CO.	84,738	$3.56M	0.0%	+4.1%	1.012%
5/10/2022	Pecaut & CO.	48,750	$2.05M	1.0%	-2.6%	0.582%
5/6/2022	Shaker Financial Services LLC	171,162	$7.19M	2.7%	+11.6%	2.045%
5/5/2022	Chemistry Wealth Management LLC	314,368	$13.20M	4.5%	N/A	3.756%
5/4/2022	Advisor Group Holdings Inc.	6,908	$12.84M	0.0%	-3.8%	0.083%
5/4/2022	Envestnet Asset Management Inc.	25,710	$1.08M	0.0%	+3.9%	0.307%
5/4/2022	Litman Gregory Wealth Management LLC	130,253	$5.47M	0.8%	+20.2%	1.556%
5/2/2022	Jones Financial Companies Lllp	3,450	$0.15M	0.0%	N/A	0.041%
4/29/2022	Park Avenue Securities LLC	25,025	$1.05M	0.0%	+3.8%	0.299%
4/22/2022	Mraz Amerine & Associates Inc.	25,048	$1.05M	0.3%	-16.0%	0.299%

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: $41.51

$41.25

$41.51

50 Day Range

MA: $41.64

$40.35

$42.75

52 Week Range

Now: $41.51

$36.48

$42.92

Volume

4,490 shs

Average Volume

13,807 shs

Market Capitalization

$340.38 million

P/E Ratio

N/A

Dividend Yield

5.95%

Beta

0.68

Who are the company insiders with the largest holdings of Source Capital?: Source Capital's top insider shareholders include:
Mark L Lipson (Director)
Brian A Selmo (VP)
Ryan A Leggio (VP)
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:
Chemistry Wealth Management LLC — 1.23%
Hennion & Walsh Asset Management Inc. — 0.26%
Park Avenue Securities LLC — 0.21%
Nations Financial Group Inc. IA ADV — 0.12%
Blue Bell Private Wealth Management LLC — 0.05%
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:
Chemistry Wealth Management LLC
Blue Bell Private Wealth Management LLC
Hennion & Walsh Asset Management Inc.
Nations Financial Group Inc. IA ADV
Park Avenue Securities LLC

Mysterious Gold Leverage Just Announced

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