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. Hara capital is the largest institutional shareholder, holding 1.31% 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 | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Hara capital | 107.54K | 1.31% | $4.66M |
| Morgan stanley | 86.59K | 1.05% | $3.83M |
| Mesirow financial investment management | 77.19K | 0.94% | $3.35M |
| Wells fargo & company/mn | 72.67K | 0.89% | $3.16M |
| Shaker financial services | 60.87K | 0.74% | $2.64M |
| Chemistry wealth management | 48.85K | 0.60% | $2.12M |
| 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 |
| Hennion & walsh asset management | 33.05K | 0.40% | $1.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hara capital | 107.54K | 2.89% | $4.66M |
| Shaker financial services | 60.87K | 0.96% | $2.64M |
| Chemistry wealth management | 48.85K | 0.45% | $2.12M |
| Pecaut | 14.77K | 0.21% | $640.57K |
| Anchor investment management | 27.39K | 0.11% | $1.19M |
| Waypoint wealth partners | 7.15K | 0.08% | $310.22K |
| Mesirow financial investment management | 77.19K | 0.07% | $3.35M |
| Hennion & walsh asset management | 33.05K | 0.06% | $1.43M |
| Mraz, amerine & associates | 5.17K | 0.04% | $224.23K |
| Lake street advisors group | 15.43K | 0.03% | $711.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hara capital | 107.54K | 2.89% | 35.99K |
| Shaker financial services | 60.87K | 0.96% | 34.28K |
| Wiley bros.-aintree capital | 15.44K | 0.01% | 15.44K |
| Cornerstone advisors | 16.94K | 0.03% | 14.06K |
| Readystate asset management lp | 5.32K | 0.01% | 5.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D.a. davidson | - | - | -157.03K |
| First trust advisors lp | - | - | -65.76K |
| Ubs group | - | - | -26.98K |
| Invesco | - | - | -24.94K |
| Us bancorp \de\ | - | - | -24.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wiley bros.-aintree capital | 15.44K | 0.01% | 15.44K | $669.35K |
| Readystate asset management lp | 5.32K | 0.01% | 5.32K | $230.60K |
| Principal securities | 116.00 | 0.00% | 116.00 | $5.03K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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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