Source Capital Ownership | Who Owns Source Capital?
Source Capital Ownership Summary
Source Capital is owned by 16.33% institutional investors, 12.99% insiders, and 70.68% retail investors. Dkm wealth management is the largest institutional shareholder, holding 3.47% of SOR shares.
SOR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Source Capital | 16.33% | 12.99% | 70.68% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 52.68% | 9.46% | 37.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dkm wealth management | 285.64K | 3.47% | $12.86M |
| D.a. davidson | 170.09K | 2.07% | $7.66M |
| Hara capital | 109.34K | 1.33% | $4.92M |
| Morgan stanley | 86.59K | 1.05% | $3.83M |
| Mesirow financial investment management | 77.25K | 0.94% | $3.48M |
| First trust advisors lp | 72.87K | 0.89% | $3.28M |
| Wells fargo & company/mn | 55.87K | 0.68% | $2.52M |
| Raymond james & associates | 47.68K | 0.58% | $2.11M |
| Raymond james financial | 46.00K | 0.56% | $1.99M |
| Bank of america corp /de/ | 34.02K | 0.41% | $1.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dkm wealth management | 285.64K | 10.32% | $12.86M |
| Hara capital | 109.34K | 2.90% | $4.92M |
| Smith asset management | 28.11K | 1.08% | $1.27M |
| Chemistry wealth management | 25.08K | 0.22% | $1.13M |
| Pecaut | 13.16K | 0.19% | $592.68K |
| Shaker financial services | 9.25K | 0.14% | $416.48K |
| Anchor investment management | 27.39K | 0.11% | $1.19M |
| Nwf advisory services | 17.57K | 0.09% | $791.18K |
| Waypoint wealth partners | 7.15K | 0.08% | $310.22K |
| Mesirow financial investment management | 77.25K | 0.06% | $3.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wiley bros.-aintree capital | 15.44K | 0.01% | 15.44K |
| Capital investment counsel | 10.02K | 0.05% | 10.02K |
| Beacon pointe advisors | 8.15K | 0.00% | 8.15K |
| Eversource wealth advisors | 4.92K | 0.01% | 4.92K |
| Cary street partners financial | 4.84K | 0.01% | 4.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Shaker financial services | 9.25K | 0.14% | -51.62K |
| Chemistry wealth management | 25.08K | 0.22% | -23.78K |
| International assets investment management | - | - | -22.04K |
| Concurrent investment advisors | - | - | -16.37K |
| Thrivent financial for lutherans | - | - | -16.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wiley bros.-aintree capital | 15.44K | 0.01% | 15.44K | $669.35K |
| Capital investment counsel | 10.02K | 0.05% | 10.02K | $451.01K |
| Beacon pointe advisors | 8.15K | 0.00% | 8.15K | $367.05K |
| Eversource wealth advisors | 4.92K | 0.01% | 4.92K | $221.30K |
| Cary street partners financial | 4.84K | 0.01% | 4.84K | $217.72K |
Sold Out
| Holder | Change |
|---|---|
| Old point trust & financial services n a | -41.00 |
| Venturi wealth management | -75.00 |
| Gilliland jeter wealth management | -172.00 |
| Steward partners investment advisory | -200.00 |
| Spire wealth management | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 44 | -2.22% | 1,338,812 | 3.80% | 16 | 6.60% | 20 | - | 11 | -8.33% |
| Mar 31, 2025 | 43 | -18.87% | 990,552 | -25.21% | 12 | 4.63% | 17 | -41.38% | 13 | - |
| Dec 31, 2024 | 46 | -8.00% | 1,229,515 | 11.33% | 14 | 8.27% | 24 | - | 12 | -14.29% |
| Sep 30, 2024 | 49 | - | 1,089,329 | 7.82% | 13 | 8.86% | 23 | 9.52% | 14 | -33.33% |
| Jun 30, 2024 | 49 | 8.89% | 1,010,294 | -1.72% | 12 | 7.89% | 21 | - | 21 | 16.67% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 01, 2024 | Brown Sandra | - | Buy | $14.98K |
| Feb 01, 2024 | Brown Sandra | - | Sell | $66.43K |
| Feb 01, 2024 | Brown Sandra | - | Buy | $40.29 |
| Jun 01, 2023 | Selmo Brian A. | VP & Portfolio Manager | Buy | $15.13K |
| Jun 01, 2023 | Lipson Mark L. | - | Buy | $49.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q2 | 2 | - |
| 2022 Q4 | 1 | - |
| 2022 Q3 | 1 | - |
| 2022 Q2 | 1 | - |
| 2022 Q1 | 1 | - |
SOR Ownership FAQ
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