Source Capital Ownership | Who Owns Source Capital?
Source Capital Ownership Summary
Source Capital is owned by 13.72% institutional investors, 12.99% insiders, and 73.29% retail investors. Dkm wealth management is the largest institutional shareholder, holding 3.58% of SOR shares.
SOR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Source Capital | 13.72% | 12.99% | 73.29% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 45.21% | 8.25% | 46.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dkm wealth management | 294.86K | 3.58% | $13.49M |
| D.a. davidson | 170.02K | 2.07% | $7.78M |
| Morgan stanley | 91.96K | 1.12% | $4.21M |
| Hara capital | 90.47K | 1.10% | $4.14M |
| 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 | 45.56K | 0.55% | $2.05M |
| Mesirow financial investment management | 37.75K | 0.46% | $1.73M |
| 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 | 294.86K | 10.06% | $13.49M |
| Hara capital | 90.47K | 2.30% | $4.14M |
| Smith asset management | 28.11K | 1.08% | $1.27M |
| Shaker financial services | 19.32K | 0.28% | $884.27K |
| Uptown financial advisors | 6.04K | 0.20% | $276.48K |
| Pecaut | 13.31K | 0.20% | $609.11K |
| Chemistry wealth management | 20.99K | 0.18% | $960.32K |
| Anchor investment management | 31.37K | 0.12% | $1.41M |
| Nwf advisory services | 17.57K | 0.09% | $791.18K |
| Waypoint wealth partners | 7.15K | 0.08% | $310.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Shaker financial services | 19.32K | 0.28% | 10.07K |
| Dkm wealth management | 294.86K | 10.06% | 9.22K |
| Beacon pointe advisors | 8.15K | 0.00% | 8.15K |
| Silvercrest asset management group | 7.80K | 0.00% | 7.80K |
| Uptown financial advisors | 6.04K | 0.20% | 6.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mesirow financial investment management | 37.75K | 0.04% | -39.50K |
| International assets investment management | - | - | -22.04K |
| Hara capital | 90.47K | 2.30% | -18.88K |
| Concurrent investment advisors | - | - | -16.37K |
| Thrivent financial for lutherans | - | - | -16.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Beacon pointe advisors | 8.15K | 0.00% | 8.15K | $367.05K |
| Silvercrest asset management group | 7.80K | 0.00% | 7.80K | $351.29K |
| Uptown financial advisors | 6.04K | 0.20% | 6.04K | $276.48K |
| Colonial trust co / sc | 2.61K | 0.02% | 2.61K | $119.33K |
| Manchester capital management | 1.48K | 0.01% | 1.48K | $67.74K |
Sold Out
| Holder | Change |
|---|---|
| Old point trust & financial services n a | -41.00 |
| Highline wealth partners | -60.00 |
| Venturi wealth management | -75.00 |
| Principal securities | -116.00 |
| Gilliland jeter wealth management | -172.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 37 | -27.45% | 1,128,614 | -16.20% | 13 | 5.12% | 18 | -41.94% | 11 | -21.43% |
| Sep 30, 2025 | 38 | -15.56% | 1,098,778 | -16.51% | 13 | 5.18% | 22 | 4.76% | 10 | -9.09% |
| 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% |
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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