Source Capital Ownership | Who Owns Source Capital?
Source Capital Ownership Summary
Source Capital is owned by 12.08% institutional investors, 12.99% insiders, and 74.93% retail investors. Morgan stanley is the largest institutional shareholder, holding 1.05% of SOR shares.
SOR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Source Capital | 12.08% | 12.99% | 74.93% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 86.59K | 1.05% | $3.83M |
| Wells fargo & company/mn | 72.67K | 0.89% | $3.16M |
| Raymond james & associates | 47.68K | 0.58% | $2.11M |
| Bank of america corp /de/ | 34.02K | 0.41% | $1.51M |
| Anchor investment management | 27.39K | 0.33% | $1.19M |
| Royal bank of canada | 16.96K | 0.21% | $738.00K |
| Lake street advisors group | 15.43K | 0.19% | $711.89K |
| Capital investment counsel | 10.02K | 0.12% | $435.69K |
| Raymond james financial services advisors | 4.55K | 0.06% | $201.25K |
| Colonial trust co / sc | 2.40K | 0.03% | $106.04K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor investment management | 27.39K | 0.11% | $1.19M |
| Capital investment counsel | 10.02K | 0.07% | $435.69K |
| Lake street advisors group | 15.43K | 0.03% | $711.89K |
| Colonial trust co / sc | 2.40K | 0.02% | $106.04K |
| Raymond james & associates | 47.68K | 0.00% | $2.11M |
| Wells fargo & company/mn | 72.67K | 0.00% | $3.16M |
| Morgan stanley | 86.59K | 0.00% | $3.83M |
| Raymond james financial services advisors | 4.55K | 0.00% | $201.25K |
| Royal bank of canada | 16.96K | 0.00% | $738.00K |
| Bank of america corp /de/ | 34.02K | 0.00% | $1.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lake street advisors group | 15.43K | 0.03% | 511.00 |
| Morgan stanley | 86.59K | 0.00% | 418.00 |
| Anchor investment management | 27.39K | 0.11% | 149.00 |
| Colonial trust co / sc | 2.40K | 0.02% | 35.00 |
| Royal bank of canada | 16.96K | 0.00% | 26.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D.a. davidson | - | - | -157.03K |
| Mesirow financial investment management | - | - | -77.07K |
| Hara capital | - | - | -71.62K |
| First trust advisors lp | - | - | -65.76K |
| Chemistry wealth management | - | - | -57.57K |
Sold Out
| Holder | Change |
|---|---|
| Old point trust & financial services n a | -41.00 |
| Pnc financial services group | -50.00 |
| Cwm | -67.00 |
| Venturi wealth management | -75.00 |
| Gilliland jeter wealth management | -172.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 45 | -2.17% | 1,027,965 | -6.14% | 12 | 7.11% | 21 | -12.50% | 18 | -5.26% |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools